Investment Q&A

• Generation Mining Ltd - Ordinary Shares (GENM)
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Q: In yesterdays webinar it was reiterated that the $540m financing package (50% from Economic Development Canada) would be finalized in early May.
Major shareholders include Sibanye Stillwater, Sprott, Lundin, Osiko as well as insiders.
Permits are expected Q2 for tree cutting, other permits in Q3/Q4, and the final permits Jan. 2024.
Why do you think Genm languishes at a $100m market cap at this stage of development.

Thank you

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Read Answer Asked by JACK on May 01, 2023

• Trican Well Service Ltd. (TCW)
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Q: I am looking at TCW wondering if it is bottoming out. Do you see any catalysts to drive this stock forward? Also, the yield is approximately 9%. Is this sustainable?

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Read Answer Asked by Lloyd on April 29, 2023

• Cematrix Corporation (CVX)
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Q: May I have your current thoughts on Cematrix.
Thx

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Read Answer Asked by Bill on April 29, 2023

Q: Envala Corp. ELA:NYSE what is your opinion on this company?

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Read Answer Asked by Craig on April 29, 2023

• Diversified Royalty Corp. (DIV)
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• Decisive Dividend Corporation (DE.WT)
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Q: If you had to pick between Decisive & Diversified, which one would you pick and why? Or does holding both make sense?

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Read Answer Asked by Craig on April 28, 2023

• Western Forest Products Inc. (WEF)
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Q: Greetings 5i,

Been a while since we’ve looked at WEF. P/E and P/B looks value. With the surge in immigration, sustained housing shortage, possibility inflation rolling down, and a pause in interest rate hikes, maybe this company and sector in general is just unloved enough to dip a toe in..

Thoughts?

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Read Answer Asked by Duane on April 28, 2023

• Mitek Systems Inc. (MITK)
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Q: This company is Delinquent in its filings. Should I sell it? I noticed in a previous question you were positive on this stock as a hold, do you remain so?

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Read Answer Asked by John on April 28, 2023

• Geodrill Limited Ordinary Shares (GEO)
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Q: What are your thoughts on Geodrill and with the 15% decline in the last few days, would now be a good time to buy?

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Read Answer Asked by Craig on April 28, 2023

• Pollard Banknote Limited (PBL)
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Q: What do you think of this ?

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Read Answer Asked by Andre on April 28, 2023

• Greenlane Renewables Inc. (GRN)
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Q: Cloud please provide information regarding greenlane renewables inluding the propects for the activity in Brasil.

Thank you for the great job you do

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Read Answer Asked by Tino on April 27, 2023

• Burcon Nutrascience Corporation (BU)
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Q: please give an up date as to why this company cannot get traction . lot of money spent to build the factory yet sales are small

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Read Answer Asked by brian on April 27, 2023

• Aecon Group Inc. (ARE)
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Q: I know Aecon had a loss this quarter, but I thought it was generally okay. Do you have any comments?

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Read Answer Asked by Tom on April 27, 2023

• Evertz Technologies Limited (ET)
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Q: Good morning. What are your thoughts regarding "Evertz Reports Purchase Order in Excess of $152 Million?" This would be (on average) $30 Million / year for the 5 years of the deal, although the income may be received in a less even way!
Thanks.

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Read Answer Asked by Robert on April 26, 2023

• Converge Technology Solutions Corp. (CTS)
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Q: Could there be some market manipulation. The price to cash flow is now at 6.5 . Its outlook is decent for the year. You would think something devastating happened like a huge lawsuit.

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Read Answer Asked by Steve on April 26, 2023

• Converge Technology Solutions Corp. (CTS)
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Q: Peter; Does it seem normal business practice to announce your earnings date but no mention of the strategic review? Thanks
Rod

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Read Answer Asked by Rodney on April 26, 2023

• North American Construction Group Ltd. (NOA)
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Q: Can I please have your views on this company.
Thank You for the great work

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Read Answer Asked by Al on April 26, 2023

• Ceapro Inc. (CZO)
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Q: I've been sitting for years waiting for the long awaited "potential" to become realized. Is there anything new on the horizon, or is this going to continue to be dead money?

Upvote 1

Read Answer Asked by Rick on April 26, 2023

• MCF Energy Limited (MCF)
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Q: what is your opinion of this small cap energy co ?

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Read Answer Asked by Fooklin on April 26, 2023

• Alphabet Inc. (GOOGL)
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• TECSYS Inc. (TCS)
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• illumin Holdings Inc. (ILLM)
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Q: In response to a recent question about TCS, you said “We would be comfortable adding to the position given the recent weakness in share price.”

Would you sell ILLM to buy more TCS, which I already own, or add to GOOGL, which I also own and which I know you like, or would you stick it out with ILLM?

I have held ILLM for a long time, and don’t want to sell if it has more potential than the other stocks mentioned. But I would hate to see a tech rally over the next few years while ILLM sits on the side lines. Do you think the recent ticker symbol change could be signalling a forthcoming change in strategy?

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Read Answer Asked by David on April 26, 2023

• Converge Technology Solutions Corp. (CTS)
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Q: With a PE of 26.5 (and falling), CTS is starting to scream "buy" at me, although 5i has cautioned about declining rates of growth during what may or may not be a recession. Is it's debt (1.8 times EBITDA I believe) a concern, or are there other caution signals (e.g. rising shorts or no recent insider buying)?
Jack

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Read Answer Asked by John on April 25, 2023