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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: Prometic is refilling an amendment to the BLA for plasminogen in H2 2019. If approved this orphan drug with fast track designation comes with a priority voucher possibly worth 100 million. Lazard has 2 deals to close in H2 as well which depend on approval. That said they need cash badly and announced an eminent debt restructuring. There at 20 cents today. What's your best guess on what happens to the float and share price after this. Do they have to give the company away at these to raise 100 million when possibly 200 million is coming their way this year.
Read Answer Asked by Steve on April 05, 2019
Q: My question is regarding Guardant Health. Would you consider this a good time to buy half a position considering it’s recent massive run up and then sell off? It’s always hard to gauge when to step in after such a drop... but there was finally a good day today there was a ton of volume and the stock was up over 4%. Any reason for the big drop? Was it just because the stock had run up so quickly? I have no issues with risk and have a long time frame. Sector is not a concern either.
Read Answer Asked by Michael on April 04, 2019
Q: Hi, What will be the new no. of outstanding shares for Savaria, with 5 mln new shares issued and the insider ownership ( Mr Bouroussa and family, with addition of 71,000 committed from new issue) ? Based on 2019 guidance, and taking into account this dilution, what will be the pay out ratio ? Is this dividend 3.5 cents/month sustainable, in your view ? While no one likes a secondary at $14.15 after an issue at $16.60, a year ago, on a positive note, company could pay down a large portion of $101 mln debt, thus strengthening the balance sheet. Is there a silver lining and stock is worth adding at current level for 3% dividend yield and growth ? Also, is there a lock-in period of 4 months for the new shares from April 22, the expected closing date of secondary? Could it place more pressure on the stock, down the road ? Thank You
Read Answer Asked by rajeev on April 03, 2019
Q: I am interested in buying the shares of LJPC, considering its huge drop and the potential of good renounce, would you please share your idea about this?
Read Answer Asked by john on April 02, 2019
Q: What are your thoughts on the bought deal private placement of 5M shares? If this was a less common occurrence it would be acceptable but SIS just raised money last year. On both occasions they wait for the share price to get to around $15/$16 and they decide to raise money and drive the share price down. They have set a ceiling on the share price and everytime it gets momentum they send it falling back down to earth. It seems to me that they raise the dividend to drive up the share price only to dilute our shares to get more money. If you need money why raise the dividend 20%, why not keep it the same or slight raise to save money and stop diluting and let the share price go above $16. I've liked mgmt but I'm starting to lose confidence in their decisions around growth. They have just ensured that the share price will fall to $14 tomorrow and stay in that range for months to come. Same as last year. Sorry, frustrated with the recurring dilution. Thanks
Read Answer Asked by Adam on April 02, 2019
Q: Follow-up on my earlier post today relevant to a possible reason for COVALON's 10% jump in stock price: The Zacks report a COV director sent to investors this morning (as an email attachment) is dated: March 18, 2019, and was authored by Brian Marckx, CFA, with Zacks Small Cap Research. While there may be an old Zacks report out there, this one appears to be new.
Read Answer Asked by RANDALL on April 02, 2019
Q: Jeffrey Mandel (a director on Covalon's Board) sent one of his periodic e-mails directly to COV investors. Today's message included a PDF attachment of a 25pp research document COV apparently commissioned from Zacks Small Cap Research in Chicago. Unsurprisingly, the analysis is glowing, which stated, in part, "We forecast Covalon to generate revenue and EPS of C$53.4M and C$0.13 in 2019 and C$64.5M and C$0.30 in 2020. We value Covalon using a combination of P/S and P/E methodologies. Based on analyst's revenue and EPS estimates of publicly traded companies in focused on wound care and medical supplies, infection control and vascular products, we calculate fair value of Covalon at ~C$11.2/share, or US$8.50 based on current exchange rates."
Read Answer Asked by RANDALL on April 01, 2019
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