Investment Q&A

Q: Based on your answer over a year ago...has anything changed for better for worse in your view on this particular stock addressing the points you came up with previously and looking at trending financial metrics for URC? Would it be a buy here at these levels, hold or sell? How do you feel about the uranium market going forward, the effect of the war and sanctions on Russia on the uranium market?

Asked by James on February 04, 2021
5I RESEARCH ANSWER:
There is not much to add really. It still has no revenue, losses and negative cash flow. It had $11M cash as of its last report. We have no real concerns with its royalty portfolio, but the stock has moved with the sector as opposed to any specific company news. We think the outlook is decent but would see no need to add to a naturally growing position. Insiders are 4%. Uranium Energy is 19.5%. We think management is quite decent overall.

Q: As a long term hold (5+ years), do you see one/both of these businesses as having strong growth potential? I hold small positions in each, and am looking to potentially add to one (or both). Thank you.

Q: Hi 5i Team,

It has been more than one and a half year since you commented on Moneta. Is it buyable at the current price? Is there a risk they will issue more shares in the near future to finance their activities.

Many thanks.

Q: Looking at Converge’s press releases, it seems they have 40%ish revenue growth with 9%ish organic. They have a large number of acquisitions.
My questions: is CTS considered a roll-up?
How long is the runway for acquisitions?
And what is the trend of their debts ratios?
Thanks

Q: Thoughts on Mara as a long term investment? Insider buys?

Q: Looking to add one of these to my TFSA which holds my more growth oriented stocks. Which one and why ? Thanks. Derek

Q: Dear 5i team.

I'm taking another look at QTRH, but I'm confused by the last year or so of Q+A.
In the latest Qtr, they reported what looked like breakout numbers. But, as I look fwd to next qtr, revenue goes back close to previous running rates. Can you explain what's causing the lumpy numbers? (did they sell wilan?)
In previous questions I believe the estimate was 1.50/share in cash? Is this still the case? If so, at 1.75 today, looks like a screaming buy with a 2.5% yield. What am I missing please.

Many thanks for your help.

Q: Thoughts on xcs at current levels? Is it a good time to chip away or are we too early in the cycle?

Q: I'm 50% down on both of these companies. I'm ready to throw in the towel on either if not both. Do you believe they will recover in the next 2 years? Would you rather sell one and buy the other, would you just hold for now, or would you sell both and buy something else? Take as many credits as needed. Thanks

Q: May I have your opinion on Pne.
It is yielding about 6% and is almost down 25% from its recent high.

Q: I am a new investor looking for a stock to hold. Are any of these these four companies a recommended investment at this time. Greatly appreciate your feedback.

Q: If you didn't own any of these stocks would you feel comfortable in buying full positions today.

Q: What do you think of the latest quarter for this microcap company ? The share went up 60% yesterday on the news… Do you think they have potential for a 5 years hold ? Thanks !

Q: What is your analysis of this company? What are the perspective long term and how sustainable is the dividend ?
Thank you as always for the excellent service

Q: Any reason for the price surge 6.9 % on Thursday after noon ? Thanks

Q: please comment on the Q4 and year end. This quote from CEO, is it just hype or is this company ready to start increasing customers and revenues? Also does the insiders and institutional share holders tell us anything?
"Though financial performance in FY22 was below our expectations, I am confident in the platform we have created for growth in FY23" said John Proctor, President and CEO of Martello. "The end of the 2022 fiscal year marked an inflection point for Martello towards an absolute focus on becoming a Microsoft Modern Workplace optimization leader. In FY22 we built the product, sales channels and go-to-market strategy to address this market, one which has greater potential than anything Martello has ever done. We are seeing early indicators of momentum around the Vantage DX solution just a few months after launching.

Q: Just curious if you know what has been driving up the share price of EINC over the last few sessions? What is your view of this stock? I have a small position, is it a continue to hold? Thank you.

Q: EGLX is seeing Greywood Investments , their largest shareholder taking steps to replace virtually all current directors with a slate of their preferred people at their July AGM. EGLX responded with new appointees, none from the Greywood list.
Would you provide your thoughts on this matter ? Also, how would you expect the different scenarios to affect the share price ? Thanks.
Derek

Q: I purchased this speculative stock in Mar'22, thinking it had bottomed. Wrong again-I'm down 32%. I just reviewed their financials and still no sales, huge losses and only enough cash to fund 2 more quarters at the current burn rate. Is this thing going bust?

Q: is there any Canadian companies involved with rare earth mining that you would reccomend as a buy