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  5. QIMC: May I have your thoughts on QIMC? [Quebec Innovative Materials Corp.]
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Investment Q&A

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Q: May I have your thoughts on QIMC? I know it is high risk but is it more than a lottery ticket? It appears Jeff Bezos is purchasing exploration rights surrounding QMIC’s holdings. For Bezos it is a “rounding error” so I wouldn’t read too much into it. Are their Hydrogen grades very good and assuming the Hydrogen can be successfully collected how would they get the gas to market?
Jim
Asked by James on January 06, 2026
5i Research Answer:

After a 344% one-year gain, market cap is now $75M. It has little cash, no revenue, losses and negative cash flow. Insiders own 6% and have been recent buyers. There are some promoters involved here that we do not like (S. Inwentash and family own 9%). QIMC advances natural hydrogen exploration in multiple regions. In Nova Scotia's Advocate-Cumberland Basin corridor, the company expanded its Phase 1 winter drilling program to over 5,000 meters, supported by geophysical data from INRS, targeting fault-controlled hydrogen systems. The Temiscamingue Natural Hydrogen Corridor in Québec grew from 11km to 15km based on 2025 soil sampling, positioning it for scalable, low-emission energy applications. There is certainly potential here, and grades are good. Hydrogen is getting a bit of an AI-connected boost as it is seen as carbon neutral. But it is early days here, and a lot of time and money is still needed. Performance will be based on drill results. We would consider it 'more' than a lottery ticket but still highly speculative.