Q: How would you categorize Lumine Group in one’s portfolio in terms of geography? Canadian, US, or international equity?
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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: There are a few obvious similarities here in terms of market cap and dividend yield, a few obvious differences in trailing price/earnings and sectors (staples/discretionary). Hoping for your insight into which one you would sooner own for the next two years assuming we are going soon going to enter a recession (or are already in one). Or maybe neither?
Q: What is 5i thoughts on Pivotree's 2022 Q4 results? Cash holdings jumped significantly between Q3 and Q4 of 2022.
Q: What is your take on financials released today.
Do you consider NEO to be a buy sell or hold
Thank you
Do you consider NEO to be a buy sell or hold
Thank you
Q: I have reviewed the Income statement and Balance and FFO. This company, from what I can see, is poised for some serious cash flow and profit moving forward. What is your take on it keeping in mind that there seems to be a push in exploration given the Electrification of Industry? Currently drills are in short supply and it appears that this trend will continue giving rise to higher margins etc. Would you buy in at this time?
Q: Hi Team,
Evidently the Q4 wasn't spectacular...I do have a few questions in particular:
1. The 2023 guidance for EBITDA and EPS has quite a range, to me this almost looks like saying 'we have no idea' what do you make of this?
2. Just below the guidance in the press release there is talk of 'Actual Profits' vs the prior 'Assumed Profits', what is this and is this a good/bad/no effect change?
3. Your overall thought on the results and if you see this decline as an opportunity?
Thanks
Evidently the Q4 wasn't spectacular...I do have a few questions in particular:
1. The 2023 guidance for EBITDA and EPS has quite a range, to me this almost looks like saying 'we have no idea' what do you make of this?
2. Just below the guidance in the press release there is talk of 'Actual Profits' vs the prior 'Assumed Profits', what is this and is this a good/bad/no effect change?
3. Your overall thought on the results and if you see this decline as an opportunity?
Thanks
Q: They announced that their GEN 3 Purevap Pilot Plant is up and operating. Do you see this being a money maker for them. What is your overall opinion of this company. What are the next 2 years looking like.
Q: I am holding SDE (thanks for that one) and from what I can gather you recommend to continue to hold as a bet on management. Can you please provide what the key metrics will be after the sale. What are the assets, production, cash flow, P/E ect. and how much value do you put on the Logan warrants?
Q: acquisition of the Biodex - -Do you feel this is a positive step. I feel in the past, you had high regards of management. Do you feel this stock is under priced. Would you give it a buying rate.
Also, on the 2 previous questions, how would you rate them.
Also, on the 2 previous questions, how would you rate them.
Q: Hi Peter,
Hi Peter, I wanted to get your thoughts on Lumine Group. Would you initiate a position at this level (mid $15 range). Just wondering your thoughts after it has traded just under a week.
Thanks for all your great work.
Frank
Hi Peter, I wanted to get your thoughts on Lumine Group. Would you initiate a position at this level (mid $15 range). Just wondering your thoughts after it has traded just under a week.
Thanks for all your great work.
Frank
Q: About 3 weeks ago, they received a STC certification for Boeing 737. Is this going to be a game changer for their bottom line ???
Also, there was talk sometime ago, that the Chinese Air Lines were going to be required to have similar requirements. Did anything materialize from that.
Is FLY now profitable or still bleeding and what are the next 2 years projections.
Also, there was talk sometime ago, that the Chinese Air Lines were going to be required to have similar requirements. Did anything materialize from that.
Is FLY now profitable or still bleeding and what are the next 2 years projections.
Q: Some of the metrics for Caledonia Mining (CMCL) seem favourable. I’d appreciate your opinion of this company, including its dividend. Thanks.
Q: Looking to get your thoughts on NMG or if there is something you would prefer in the graphite space to capture the global growth in electric vehicles.
Thanks!
Thanks!
Q: What is your opinion on Sandridge. Does it seems like a good value and safety play.
Thank you.
Thank you.
Q: For a little guy this company looks very strong to me. I am already up a lot and am expecting a lot more. I would be interested in your opinion. Thx James
Q: I have these dogs and tired of looking at them in my holdings. Interesting that STC is @ $4.50 today and analysts project the potential of $15.00 plus. DND is at $18 and analysts project $25.00+ Look forward to your real life input & thanks !
Q: Could you provide an update on Highliner Foods - its fundamentals, recent results and growth prospects. Also from my information on Market Call today, its insider ownership is 40%. Could you confirm this and also any recent recent insider trading. Thanks.
Q: Hi, Your thesis about trading of Lumine shares, during initial days makes sense and seems to be proving itself right. Brilliant !!! Based on no of shares already traded and more selling expected in coming days from the Index funds ( appx holding of LMN shares across Index board ), when and at what level, you expect the shares to settle, before it would be safe to start accumulating ? Thank You
Q: Could you give us your thoughts on Alythia and which metrics are the best to evaluate future progressions?
Tks
Tks
Q: You thoughts on CWL especially the spinoff recently announced.