Q: What are your thoughts on QST latest quarterly results? It looks like they surpassed expectations.
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Investment Q&A
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Q: I tried to submit something similar to this yesterday but I think it timed out so if this is a duplicate just ignore.
I think I can offer something to Jeremy's question on Questor. I work in oil and gas.
There are 2 reasons operators use incinerators:
1. To replace a flare of unsellable natural gas for public concern or environmental responsibility (hide the flame from view, get more complete combustion). There is no monetary benefit to incineration in this instance - it's an added cost. Reasons for doing are public image, environmental responsibility, and sometimes regulatory.
2. Using natural gas as fuel to burn up an undesired product such as hydrogen sulphide. This is the application where the payback Questor talks about comes in to play through using less fuel.
The North Dakota example would be primarily category 1. This also probably represents the big growth area.
Questor's marketing materials don't differentiate between these applications clearly. They could also probably do more to show how their incinerators are better than other ones and not just flaring.
I agree with Jeremy's point on not seeing a clear catalyst for growth after a number of years of slow growth but am relying on the 5i analysis here that the growth is materializing. Despite being sceptical for that reason, I do hold QST as I believe they are a supplier of choice in the field.
Hope this is helpful to some.
I think I can offer something to Jeremy's question on Questor. I work in oil and gas.
There are 2 reasons operators use incinerators:
1. To replace a flare of unsellable natural gas for public concern or environmental responsibility (hide the flame from view, get more complete combustion). There is no monetary benefit to incineration in this instance - it's an added cost. Reasons for doing are public image, environmental responsibility, and sometimes regulatory.
2. Using natural gas as fuel to burn up an undesired product such as hydrogen sulphide. This is the application where the payback Questor talks about comes in to play through using less fuel.
The North Dakota example would be primarily category 1. This also probably represents the big growth area.
Questor's marketing materials don't differentiate between these applications clearly. They could also probably do more to show how their incinerators are better than other ones and not just flaring.
I agree with Jeremy's point on not seeing a clear catalyst for growth after a number of years of slow growth but am relying on the 5i analysis here that the growth is materializing. Despite being sceptical for that reason, I do hold QST as I believe they are a supplier of choice in the field.
Hope this is helpful to some.
Q: HI Team, can you please give me your thoughts on Questor's report on the 28th?
Thanks
Thanks
Q: Hi folks: Are Questor's earnings out yet? If yes, how do they look?
Charles
Charles
Q: Good morning: Your report on Questor states that it is subject to
seasonality. What will be the beat "season(s)" to buy the stock?
Charles
seasonality. What will be the beat "season(s)" to buy the stock?
Charles
Q: As of now you can see North Dakota from space due to the flaring from the oil and gas drillers. There is pressure to reduce the emissions from this area in particular from Government. Are Questor's incinerators (QST) the best option to reduce this flaring? Or am I wrong with this assumption? With only a 4 month ROE on the incinerator...why do you think the O&G producers are not using them as the go to name? I know that they are small client concentration. But I would have thought since 1995 that they would have been able to distribute their technology more effectively. Thanks for your help. Jeremy
Q: Hi Peter and team, I would like your advice on 2 stocks for my tfsa, I currently have a position in DHX so am looking for something similar with high growth potential but medium to high risk.
Thanks
Thanks
Q: Do you know, what is the cost on a QST incinerator in comparison to a typical combustion flare stack? If it's materially more expensive, what's the incentive for companies to cough up the extra dough? You mentioned increasing regulations by governments, is that quantifiable in some way? Thanks for your answers!
Q: Hi, regarding Questor, I am down substantially from my original 4% position in my diversified portfolio. There is another 6% drop today and I know you do not agree with averaging down, but I feel a need to do something. Would you bail and sell or just hold for better dayts. Thanks
Q: QST
What is the catalyst for growth at Questor?
Reason I ask:
-Waste gas incinerators are not new technology.
-They don't have anything to say about why their incinerators are better than the competition's other than to mention that they have patents.
Where is the competitive advantage? Better sales force? Generator integration?
I accept that demand growth / company quality might be enough for great growth in the stock but it seems like a unique product is being implied here that isn't actually. Perhaps your research or contact with management showed you more.
What is the catalyst for growth at Questor?
Reason I ask:
-Waste gas incinerators are not new technology.
-They don't have anything to say about why their incinerators are better than the competition's other than to mention that they have patents.
Where is the competitive advantage? Better sales force? Generator integration?
I accept that demand growth / company quality might be enough for great growth in the stock but it seems like a unique product is being implied here that isn't actually. Perhaps your research or contact with management showed you more.
Q: Hi 5i!
In the context of a fairly diversified portfolio, I am considering selling either Newalta or Western Forest Products to pick up Questor. Would you sell one of these two or just hang on to them instead of starting the new position? I am looking for a bit more 'umph' to grow my TFSA.
TIA,
Wayne
In the context of a fairly diversified portfolio, I am considering selling either Newalta or Western Forest Products to pick up Questor. Would you sell one of these two or just hang on to them instead of starting the new position? I am looking for a bit more 'umph' to grow my TFSA.
TIA,
Wayne
Q: Hello 5i team,
Questor (QST) down 33% over the last month. Do you consider the current price a good entry point? or should one wait until price stabilizes? I have a long term position in mind.
(Understood that it is a high risk holding.)
Thank-You.
Questor (QST) down 33% over the last month. Do you consider the current price a good entry point? or should one wait until price stabilizes? I have a long term position in mind.
(Understood that it is a high risk holding.)
Thank-You.
Q: Hi Peter,
I initially accepted the investment risk associated with acquiring Questor, but it has been in a downward spiral since and now find myself down 20% since I bought it. If it were not for the eco-conscious potential associated with Questor`s product offering, I would typically move on; could I have your opinion towards the potential upside to this stock? If I stay put, should I be taking advantage of the current price and increase my position, or would you hold off and wait for a rebounding indication of strength. For what it`s worth, BMO have tagged a support price of $.40 ( scary). Can you enlighten me Peter?
Thank you kindly for all you and your team have done for neophyte investors such as myself.
Rick
I initially accepted the investment risk associated with acquiring Questor, but it has been in a downward spiral since and now find myself down 20% since I bought it. If it were not for the eco-conscious potential associated with Questor`s product offering, I would typically move on; could I have your opinion towards the potential upside to this stock? If I stay put, should I be taking advantage of the current price and increase my position, or would you hold off and wait for a rebounding indication of strength. For what it`s worth, BMO have tagged a support price of $.40 ( scary). Can you enlighten me Peter?
Thank you kindly for all you and your team have done for neophyte investors such as myself.
Rick
Q: do you plan to report on QST? what is your current view? thanks
Q: Hi Team,
You have mentioned QST favorably in some of the recent questions. Why do you like QST? What are the attributes which make it a good investment? It has been dropping recently on no news. Do you have any insight into that? Thanks
You have mentioned QST favorably in some of the recent questions. Why do you like QST? What are the attributes which make it a good investment? It has been dropping recently on no news. Do you have any insight into that? Thanks
Q: Could you comment please on Questor QST-V. Saw an interview on BNN about this Canadian companies technology to reduce emissions from oilfield flares. Their patent runs through to 2019. Who might be their competition. Thank you.
Q: Peter, in my diversified portfolio, thinking about adding one riskier stock with a view to growth. Would you pick QST or SPE, without regard for the sector difference. Thanks
Q: I wish to purchase one or two small caps that have growth and can be bought right now have you got any suggestions. Thank you for your response.
Q: I know you've recently answered questions on QST, but i was wondering if you thought today's pullback of 8% would be a good place to initiate a position or should we wait for a further pullback? Would you be comefortable buying at current levels, or would you wait for <4 dollars? Do you know management
Q: Your help is inaluable. I'd like your opinion on cdv and qst. Thank you.