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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Hi 5i research team,
Could you comment on AJX quarterly results. There is not many analysts following the company, so no solide consensus to compare results to. I found them a little disappointing. AJX barely generated a profit out of the first complete quarter of the largest contract of its history (more than 1x annual revenue). Management mentioned several items that lessen my optimism in AJX ever becoming sustainably profitable: industry softness, low price of crop, investing in R&D, capitalisation of development costs, without the sale of Outback cash would have decreased yoy. Also, could you comment on trading since the end of march (announcement of the large contract): initially heavy sellers at 0,90$, and most recently at 0,86$, while « anonymous » has been buying almost 75% of volume since the end of march. Could something be in preparation? Or, are these results saying: it is time to sell, because it is becoming clearer that AJX is hopeless?
Thank you for your collaboration, Eric
Read Answer Asked by Eric on November 14, 2018
Q: Hi team,
Looking at this company's latest report with the oil sector being out of favour is it a good time to accumulate shares for the next 2 to 3 years? According to management the book value of the ice is one dollar.Some are predicting a four year bull cycle in oil ,but difficult to see with others predicting a recession in 2020 with oil prices that could hit 30$ What are you thoughts?
Many thanks,
Jean
Read Answer Asked by Jean on November 13, 2018
Q: Hi Peter, thanks for your guidance in this not quite as fun as before time. I have my own rework question... COV, HNL, PHO, TSGI, & TV. Would you sit tight with these at this stage or sell 2 or 3 and put back into the others ? I'm assuming this is a good time while all are down to consolidate into those with the best outlook.
I appreciate your thoughts.
Read Answer Asked by Paul on November 13, 2018
Q: Can you explain and justify what’s going on with Photon. I didn’t sell at the highs When I was up almost 100%, preferring to look more long term than trading. Now, for the first time, I am under water on it. I thought they were rolling out some new products that were supposed to do well and drive numbers up. Do you still see it as a long term (3-5 year) hold to get back to the $2+ range? Or do you see it as a missed opportunity, live and learn, sell and move on?
Thanks
Read Answer Asked by david on November 12, 2018
Q: What are your thoughts on JWCA,is it a buy at this time?
Read Answer Asked by Eli on November 12, 2018
Q: Hi,

Self storage companies in the US and companies in Canada such as SVI appear to trade at very high multiples (i.e. P/FFO and P/AFFO). Why is this? I've wanted to invest for some time but am uncomfortable about the valuation . Is there something I'm missing about the self storage space that warrants these apparent premiums?

Thanks for your response.
Read Answer Asked by Jeremy on November 12, 2018
Q: Hi 5i team - Could you please provide a brief summary of Aston Bay Resources including cash on hand, debt, insider ownership/recent buying or selling, it's main project(s) and if possible your opinion of the management/geology team. Thanks.
Read Answer Asked by Rob on November 12, 2018
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