Q: I received an email from Paul Colbourne with regards to surge having 6 of the top 10 producing medium heavy oil wells in Canada and 14 year plus inventory in the Sparky.Your thoughts on this please and Surge in general please? Lots of insider selling of late doesn't look great.
Q: The Canadian sovereign-computing initiative is meant to ensure that advanced computing power and sensitive data remain under Canadian legal control. Which companies will be obvious winners? Can you suggest entry prices ?
Q: Good morning. The TSX Venture Exchange has approved the ABI request to implement a normal course issuer bid program, through which Abcourt may purchase, for cancellation, up to 80,000,000 of its common shares.
Is this normal practice at this stage of the companies development and growth?
What does this tell us about the company and what can a shareholder expect from this development moving forward?
Q: Good Morning
Cant seem to find a reason for the big jump in
HPS.A this morning and then a slide back are you aware of what may have happened?
Thks
Marcel
Q: I’ve sold out of GSY after a 5 year hold and am wondering about your feeling about lessons learned. It seemed that all the analysts were very positive and expectations were that any operating weakness would be temporary due to the company’s strong performance history.
Do you feel that investors were hoodwinked?
In retrospect could this have been foreseen?
OCI appears very undervalued based on all the companies it has invested in.
Its market cap in only $25 miilion , but if you add up what is owns in the 7+ companies its much higher. thanks
George
Q: They have permits for their new mill project, (couple years down the road). I presume they will have to raise money for this project. What are your thoughts on Dension Mines. Would you be a buy, sell, or hold? If I could elaborate on your answer.
Thank you for your good service, it is appreciated.
Earl
Q: Two stocks, 2 questions. PNG has fallen from over $10.50 to $7.60. Was the stock run up to get favourable rates for when they raised money? Also, did it make the deal for their acquisition swim a bit easier? Where do you see things going from here? When do you think it will recover? Still a top 5i pick?
ZDC is another issue. Stock has been quite weak. I'm starting to think it may not work out all that well. They have no real moat and others can enter their market. But they have done well and recently raised money. What do you see for it going forward? Does it still make your favourite list of top stocks?
1) Whilst all seem relatively safe, I am wondering if I should take profits and rotate into something else with higher dividends and more chances of growth? Surely these cannot keep on going up?
2) Do any other names immediately spring to mind that have higher yields which are also relatively safe?
Q: There has been a fair spike in their shares, is this because of the Middle East or other factors. Again buy, sell, or hold. Please elaborate on your answer.
Thank you again for your services.
Earl
Q: Just reading about a looming shortage of helium, caused by the Iran war. Which helium producers should benefit from this and which could be good near to medium term investments? Many thanks. Al
Q: I have been following this small cap for a few months now and would love your thoughts and analysis of this very small cap miner?
Thanx as always
Gary