Investment Q&A

Q: Hi team,

Saw this on Cision (and also Baron's) today re ....Flow Water Inc.
What is your take on this upcoming (potential) IPO?
Is this simply another case of a company taking advantage of the ESG IPO craze (as per Ryan's recent article) or does this company actually have merit and thus legs to succeed.
They seem to have a decent consumer following but is that following sustainable for multiple years or is it just a flashy trend?
From the Cision article..."We've demonstrated consistent quarter over quarter growth, grew revenue to approximately CAD $30 million in 2020, and are over 95% CAGR since 2018."
Those numbers caught my attention. I did read that they are not profitable yet.
Thoughts? Just a company to 'watch' for a few quarters post IPO?

Steve

Q: Could you tell us a bit about this new IPO.
They sold for 55 million dollars on shares in the IPO,but the market cap is more then 200 dollars.
What do the have on financial history?
And do you see an opportunity here?
The IPO sure got off to a bad start.....is this normal?
Is there no lock up period here?
Any insiders owning this?

Q: What are you thoughts?

Q: Hi 5i Team - It is my understanding that most of the Canadian start-up technology companies are going with private funding rather than public, resulting in a scarcity of technology companies to invest in on the TSX or Vancouver Exchange. First, could you comment on the accuracy of this assessment. Secondly do you know of any such companies that are available to the general public for investment or may be planning an IPO over the next year. This would not include more established companies such as LSPD, KXS or of course SHOP. Thanks again for all your advice over the years. Your service has been invaluable over these years and continues to be so.
Rob

Q: Could you further explain the announcement today. Is this a spin out of ARR?

Q: Do you see CCIV having significant growth once it goes public similar to Teslas numbers?

Q: is topicus projected to be profitable in its first year? what percentage of shares will be owned by CSU? will topicus be debt free? on a percentage basis how will revenues be derived country by country? who will be the major competitors of topicus? thanks Richard

Q: How does a Canadian investor become part of a new US issue. POSH IPO investors were able to garner over 100% return on the first day of trading but I'm not aware how to become part of a US IPO.

Thanks!
Adam

Q: Hi gang, any news on cciv Heavy volume? Any information about this company? Thanks
Alnoor

Q: Do SPACs have a limited downside of about $10 and essentially lots of room for upside once news of acquisition appears? If so, what are the disadvantages of SPACs and what are your thoughts on investing in the two above? Thanks

Q: Do you think Affirm is buyable at the current price? Thanks

Q: Hi, IPV
Can you please throw some light on their potential growth in the coming future

Q: Could you please comment on the business combination of Advent Technologies Inc and AMCI Acquisition Corp. It looks like a SPAC deal in the fuel cell and hydrogen technology sector.

Thank you
Raj

Q: Hi there, NOVS

This question is about AppHarvest. They state that their mission is:
"We’re farming for the future.
Our controlled environment facilities help us farm smarter, so we can sustainably grow more healthy, delicious foods on a large scale, all year long." The concept is that they are bringing agriculture indoors, much like The Netherlands have done, to use less water and be able to produce much more on far less land with vastly reduced waste.

A few tidbits from their site:
-Our facilities use 100% recycled rainwater and eliminate harmful agricultural runoff.
-Harnessing sunlight and efficient LEDs allows for increased, sustainable crop growth year-round.
-We grow up to 30x more fruits and vegetables on a single acre compared to open-field agriculture.
- Zero chemical pesticides for cleaner, safer foods

I bought the SPAC that owns this and they just went up a lot having lured the CFO of Impossible foods to be their new President which the markets liked. The company is about to merge with the SPAC and expects its first harvest in Q1. They have a large number of sites either in development, under contract or identified for growth. I see it as being a way for the US to become less reliant on imported produce as they ramp up and it hits the right notes with sustainability, no chemicals and reducing environmental impact.

My question is if you see this is a way to get in at the very start of what could be a big market in which case I would buy more or if you think it's too speculative.

Q: Hello,

Can you please comment on SoFi's IPO through SPAC, IPOE?

Thanks!

Q: roblox looks very interesting looks like potential moat company with its unique market of minors 13 years of age and less are there any public companies now that could provide direct competition to roblox what date will roblox go public and what exchange will it be listed thanks Richard

Q: Hi guys,

Your thoughts on the IPO for Afirm Holdings (u.s. stock)

Thanks,

Jim

Q: I have been reading a lot about Roblox and it is sounding like an exciting IPO to me. Just wondering your thoughts on this stock and the sector in general. If you do not like this one, what do you like in gaming, ATM?

Thank you for the GREAT service!

Q: Good morning,

Could I please have your thoughts on the SPAC Longview Acquisition and its acquisition of Butterfly the handheld ultrasound co. with backing from the Gates foundation? I know you generally are not a fan of SPACS however with knowing the company being purchased does it change your view at all? Any concerns with the pending lawsuit?

Thanks as always for your guidance
Brian

Q: what is the forecast EPS for topicus? who are the major competitors? what exchanges will topicus trade? who are the 3 major shareholders and what percent of equity will they own? thanks Richard