Investment Q&A

Q: INP published Q1 results yesterday, which appear to be worse overall than last year's. The share price was down slightly for most of today's trading but fell 12% in the last 20 minutes. May I have your thoughts on the results and any information on the sell-off, please?

Ted

Q: input capital took a big dip today, any idea why?

Q: Hi Peter and Team. The Canola Council of Canada suggests 43,000 canola farmers in Canada and Internationa canola demand is growing. Based on INP's 122 contracts to date (and historically steady contract growth) it seems there is a long runway for growth at INP. As far as I know Input Capital has no direct competitors, however barriers to entry on the streaming model seem low. Based on this, my questions are: (1) Do you see the INP streaming model as favourable from a farmers perspective? (2) The Nov 2015 default of 3 contracts seemed large compared to revenue, do you foresee farmers being spooked by the legal action being taken, or is this expected? (3) Are barriers to entry low in this business model? (4) INP's annual report does not indicate the avg length of time streaming deal is in place and renewal rate of streaming contracts to date, are you able to obtain this info? (5) Lastly, INP compares itself to precious metals streamers in its Jan 2017 presentation, do you think that is a fair comparison? Thx!

Q: Since your last comment on this company, they have updated their capital deployment and instituted a quarterly dividend. Don't you have a favorable bias to companies which implement a divi? If one looks at the presentation put up on their website - projections for capital, revenues and net profits they are quiet impressive. I have owned this for awhile and am very tempted to buy more. Would you play devils advocate and tell me why this company is not proving they are in-fact scaling their model. They are presenting at an investor conference today and I am expecting the stock to reflect the analysts view.

Q: Slow but sure over the past 2 years or so have been putting in a small position into this company. How do you see their prospects looking ahead a couple more years.

Q: Hi Peter,

Could you pls let me know about the prospects for input financial and what percentage of shares is management holding.

Thanks
Paul

Q: reading the q3 and year over year results I thought they looked pretty good yet the share price has not moved. $23 mil sales, 87% operating margin, $.22 per share cash flow, 18 new streaming contracts, $119 mil total equity and no debt. Makes me think I should be adding to my holdings... what am I not seeing

Q: Hi Team,
I decided to take on a position in Input Capital today with the recent pullback. Do you think this is a good entry point? The company cancelled 3 contracts in their latest news release.

Thanks,
Erick

Q: Hello Peter and All,
What is you "take" on today's development with INP ?
Thanks,
Bill.

Q: Can I please have your views on the recently reported revenue/income. What is your opinion on the balance sheet and revenue going forward. Thank you Jason.N

Q: Full disclosure, I sold all my INP when I learned Saskatchewan was dry and the canola price was rising. All commentators say yeah good buy. I questioned, I maybe wrong as I often am,- but I try to take cover if I am not sure, if there is a light crop INP may have to take it's share of the crop in 2017 as it had to take last year's share this year. The reason the canola price goes up is lack of crop - Input does not get paid till it sells is oil seed.

Q: Hi 5i: Could the recent drop in INP have to do with the drought in Western Canada? Their CEO recently said that if there was no rain in a week or so there would be crop problems.

Q: Any further insight into the violent selloff? It's beginning to look very tempting to me if I was certain the business was sound. ...although by the looks of the massive selling I'm starting to think otherwise? Any explanation would be much appreciated! Thank you, Dwight

Q: D & J Vialoux's Sector Seasonality states that Agriculture & fertilizer sectors are strong in summer.However,they are weak including these stocks---INP,AFN,AGU,POT.Please enlighten me & advice if this is a good entry point on the aforementioned stocks or other similiar ones.Appreciate your usual great services & views

Q: Bill Carrigan was excited about this stock 2 days ago,on BNN.What do you think? Enjoy your service very much!

Q: Is INP's bottom line impacted by more sales because of higher yields/volume of Canola sales or are higher product prices the determining factor. I.e Lower production by farmers caused by weather or other factors lowers the total volume sold but frequently results in a higher price the product is sold for.
Thank-you

Q: Good morning,
The recent update from Input Capital seems to have created a very negative reaction in the market. I would appreciate your opinion upon the stock as a possible purchase at this point.
Thank you.

Q: Today's update from Input Capital was record deployment of Capital into Canola streaming contracts. I thought that this was what investors were hoping for from the company but this morning the stock is down 8% or so?? I realize that the stock has had a nice run up so is this just profit taking or did I miss something in the latest release.

Q: With Input's latest update what do think about this company now?

Q: Hi 5i: What is your take on INP's results posted Friday? They say they do not expect to complete new streaming contracts during the busy part of the farmers' year which might account for the slower than expected growth. Makes sense I suppose. What do you think?