Investment Q&A

Q: Thoughts on earnings?

Q: May I please have your thoughts/comments on LICY (Li-Cycle holdings)?

Knowing that it is early days and the related costs for scaling a business such as this are expensive up-front, can you also please comment on:
1). Is there a market for their product?

2). What is their competition doing in comparison?

3). Is it somewhat of a moat business?

4). How long until the up-front costs of establishing the business begin to pay off?

5). What is inside ownership like?

In past questions related to this company you felt that it was too early to consider investing in the company. Do you still feel that way?

If so, at what point does it become a company to invest in? What are the tell-tale numbers that someone should be looking for?

Thank you very much!!

Q: What do you think of div latest quarter.

Q: What do you think of QIPT as a part of a small cap portfolio? Results just out today after hours show a 64% revenue increase, and adjusted EBITDA up 80%, now at 23% of revenue compared to 21% last year. Big improvement in bad debt expense, down from 9% of revenue to 4% of revenue.

Q: Trying to reduce my number of stock holdings. Have identified these 11 as small positions that can be eliminated. Intending to use the cash to add to stronger holdings. I try not to think of a stock as a "hold". There are lots of high quality names you can invest in that look better than a "hold". If you were doing a portfolio clean up, and held these as roughly 1% positions, are there any that you would be reluctant to sell?

Q: After the markets closed today an offer of $185,000,000 was made for 33,550,000 shares of ECN and 27,450,000 pref. shares of ECN.
How do you view this ? Is it beneficial to ECN shareholders?
Thanks for your insight.

Q: I’ve been a holder of ECN for years. Can you please explain the conclusion of their strategic review, and what your view of the company going forward is. What would you do if you held shares? Thank you

Q: Can I please have your thoughts and analysis on TVK's recently announced earnings. I note a selloff on the stock today. Your overal view on the company and your thoughts going forward would be appreciated.

Q: Thoughts on their earnings and longer term prospects?

Q: Price action and chart are very "disturbing". Long time holder wondering if it's time to move on?

Q: Can you please lok at the 2nd q results and tell me what you think?

Q: Could i get your take on latest results please. What is current payout ratio and debt profile?

Q: What is your opinion of VNP . JP Tardif feels this rare earth stock due to China trade restrictions will double in the next two years. Thanks for your analysis.

Q: Based on your previous comments on Pliant Therapeutics could you please give an opinion on recent earnings and looking forward for the stock and the market they serve. Thank you

Q: Huge drop today!! Any reason for this?

DON

Q: Your thoughts on numbers released. I still have a great gain and don’t mind waiting it out.

Q: Given the Q2 earnings that 'missed' badly'would you avoid Ramaco stock or is there still some potential. If so, at what price range would you consider it a 'buy'?
With appreciation,
Ed

Q: What are the long time prospects for NRIX

Q: As a follow-up to Paul’s question, A&W’s stock is back to where it was about 5+ years ago (way pre-pandemic) - why do you think this is and do you see a reason for this to change? I like the yield but opportunity or value trap? Thanks!

Q: Ecn is reporting soon. What are expectations? I am holding with a small loss which I fear is going to turn into a big loss when financials are released and results of review are revealed. The stock is acting very much like CTS leading up to the completion of their strategic review. Thoughts ?