Can I please get your take on the DRT numbers? It looks underwhelming at first glance. Management seems to be spinning it as positive as Q1 is typically soft. Interested in your thoughts.
Q: I have been watching this micro cap (Eurocontrol Technics - EUO)for awhile now. After the sale of one of their technologies early last year the company is now trading at approximately cash / cash equivalents on the balance sheet and it boasts some interesting imagery & composition technology in the semiconductor measurement space which is just entering the commercial stage. The technology seems somewhat aligned with Photon Controls business which has done wonders. Would this be an interesting business combination? What do you think of EUO as a micro cap speculation for high risk capital?
Q: Was D-Box dropped from the growth portfolio as a result of a specific event or news release? I.e., why not wait for the next earnings release to make a decision?
Q: I've been interested in NXO lately due to the market activity so I did a bit of research on the technology itself. The theory of flat lenses and the proof of concept that it works was discovered by Federico Capasso and his team at Harvard University. When their research paper was first published, Federico Capasso was contacted by one of the world's largest smartphone manufactures (which means they are now working on it). Since then many of the research team members have been picked off by various universities and companies world wide to develop it's potential further.
The point is (NXO) Nexoptic did not invent the technology of their prototype lens system.
So investors beware that NXO really has nothing proprietary, nor do they have the size and scale of potential competitors. The idea that an iPhone will someday have Nexoptic lenses is probably a bit of a stretch. The best outcome I see is that their telescope patent (if approved) is sold to a larger manufacturer, which is not going to make the average investor any money over the next 5 years.
I hope I'm wrong and wish them luck!
Q: This little upstart fintech released earnings May 1st. Showed huge revenue growth and cashflow for Q1. Risky venture stock but growth potential looks good. Appreciate your thoughts on this one.
Q: What do you think of Royalty North? They just signed a few deals. Still no dividend, but do you think it is coming? Are they issuing too many shares and warrants to make this worthwhile holding?
Q: Interested in your thoughts on last week's acquisition by Hamilton Thorne of Gynemed GmbH & Co. What impact do you see on future earnings. The market appears to like the deal.
Q: I am interested in investing in small cap companies and am fully aware of the risks involved. However, conversely, I believe that there are potential mid term gains. Please advise me of your top 5 small cap companies that I could put on my watch list with the possibility of eventually investing in them. Thanks for your considered thoughts
Q: I'm looking to add to my TSFA acc. I know you like all 3 but, how would you rank in order of preference at this particular time and which do you think has the biggest up side in the next 1-2 years.