Q: hi, can I get your latest thoughts/analysis of PHX:CA. and what is the company/industry specific near-medium term future look like?
also, could I get your top pure (relatively) play in gas energy stocks, with decent dividend yield, as well as your thoughts on where you think the price of the gas commodity is going in near-medium term. cheers, chris
Longtime suffering- and dollar-cost-average-down holder of Goldmoney (since 2018). The business model ought perform nicely in a market that increasingly embraces gold as an investment/inflation hedge.
So, the questions are: (i) when do figure XAU will get to join the gold party? (ii) has XAU's attractiveness as a handsome takeover target by one of the Big 6 increased since last you commented (~2021)?
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: 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?
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?
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.
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.
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.
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.
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 !