Q: As of today (Feb 13th 2021), this company has a market cap of ~ $1.5 Billion. However, from what I can see (on SEDAR), it has not even come close to having a positive net income or cash flow since its existence. Am I (as an investor) missing something very obvious, of is this just another sign that there is a "bit of exuberance" in the current market ?
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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: Comments on the quarter? Thanks!
Q: Hi, I would be interested in your opinion on PLAN or other companies that might provide low-carbon cement/concrete?
Thanks
Paul
Thanks
Paul
Q: Hello Team,
Could you give me an analysis on this company and is it one you would endorse?
Thank You,
Barry
Could you give me an analysis on this company and is it one you would endorse?
Thank You,
Barry
Q: Can you comment on LI is taking over PLU. Seems like there is a big discount to PLU compared to the price of LI. What should the price of PLU be based on current price of LI. Thanks
Q: My research drudged up this on Kaleyra, do you agree or have anything to add? Was thinking of starting a position.
A cloud computing company offering communications solutions. The company’s SaaS platform supports SMS, voice calls, and chatbots – a product with obvious applications and value in today’s office climate, with the strong push to telecommuting and remote work. Kaleyra boasts over 3,500 customers, who make 3 billion voice calls and sent 27 billion text messages in 2019 (the last year with full numbers available).
Over the past 6 months, KLR shares have shown tremendous growth, appreciating 155%. Kaleyra’s revenues have grown along with the share value. The company’s 3Q20 results hit $38.3 million, the best since KLR went public. While Kaleyra still runs a net earnings loss each quarter, the Q3 EPS was the lowest such loss in the past four quarters.
“Over the past few years, Kaleyra has posted double-digit revenue growth and positive adjusted EBITDA. We forecast revenue growth of 9%, 22%, and 28% for 2020-2022. We project adjusted EBITDA declines in 2020 to reflect public company costs and COVID-19, but growth at over twice the rate of revenue for the following two years. We expect benefits from operating leverage, low-cost tech employees, cost volume discounts as the company expands, and margin improvement from new offerings and geographies. Over the longer term, we believe the company can grow revenue close to 30% with even faster bottom line growth,” .
A cloud computing company offering communications solutions. The company’s SaaS platform supports SMS, voice calls, and chatbots – a product with obvious applications and value in today’s office climate, with the strong push to telecommuting and remote work. Kaleyra boasts over 3,500 customers, who make 3 billion voice calls and sent 27 billion text messages in 2019 (the last year with full numbers available).
Over the past 6 months, KLR shares have shown tremendous growth, appreciating 155%. Kaleyra’s revenues have grown along with the share value. The company’s 3Q20 results hit $38.3 million, the best since KLR went public. While Kaleyra still runs a net earnings loss each quarter, the Q3 EPS was the lowest such loss in the past four quarters.
“Over the past few years, Kaleyra has posted double-digit revenue growth and positive adjusted EBITDA. We forecast revenue growth of 9%, 22%, and 28% for 2020-2022. We project adjusted EBITDA declines in 2020 to reflect public company costs and COVID-19, but growth at over twice the rate of revenue for the following two years. We expect benefits from operating leverage, low-cost tech employees, cost volume discounts as the company expands, and margin improvement from new offerings and geographies. Over the longer term, we believe the company can grow revenue close to 30% with even faster bottom line growth,” .
Q: Can you comment on SYZ earnings and what they mean going forward. Did they meet expectations? Does company seem to be going in the right direction with new CEO? Is it still recommended by 5i?
Q: Would you recommend to sell all scr.to shares and then buy again after the consolidation? I have been taking profits as it goes up and i am still at a 150% profit. When will the consolidation happen? Or what is the best option under these circumstances? Thanks
Q: Hello,
Any insight on this company? Management? I am wondering if you see any potential or if it’s too early? I am considering trimming Score and starting a position in Luck.
Thank you.
Any insight on this company? Management? I am wondering if you see any potential or if it’s too early? I am considering trimming Score and starting a position in Luck.
Thank you.
Q: Please comment on the earnings released today. A turnaround situation. I like the proprietary part of their product and content demand is only growing. Good management.
Q: Mav has been showing good momentum lately but with very low volume, what can you tell me about them for an initial investment in regards to the management team, insider ownership and future prospects.
Thanx Gary
Thanx Gary
Q: Would appreciate your analysis of this little company as it seems to have momentum since its report date in January, do you think it deserves a small investment.
Thanx Gary
Thanx Gary
- Exelixis Inc. (EXEL)
- TG Therapeutics Inc. (TGTX)
- Veritone Inc. (VERI)
- Agora Inc. (API)
- Atomera Incorporated (ATOM)
- Affirm Holdings Inc. (AFRM)
Q: (Part 2 with 6 new companies) I watched a presentation on Saturday where analysts fielded audience company suggestions and whittled them down to a few that they felt could 10 X in a reasonable time frame. I am wondering if you can look at this six and rank based on potential? For the top two, it would be great if you can discuss the TAM, impact of market value and shares outstanding, if they are solving a new problem/creating a new market and quality of management. Basically, why those two?
ATOM
API
AFRM
VERI
TGTX
EXEL
ATOM
API
AFRM
VERI
TGTX
EXEL
Q: Any thoughts on ParcePal
Been making a move lately
Greatly appreciated
Barry
Montreal
Been making a move lately
Greatly appreciated
Barry
Montreal
- Loblaw Companies Limited (L)
- Canopy Growth Corporation (WEED)
- Aphria Inc. (APHA)
- Aurora Cannabis Inc. (ACB)
- Village Farms International Inc. (VFF)
- MediPharm Labs Corp. (LABS)
- Stock Trend Capital Inc Com (PUMP)
- Empower Clinics Inc. (CBDT)
- Facedrive Inc. (FD)
Q: I came across PUMP, World Class Extractions, on Jan 26 had an update on Pineapple Express Delivery, they have controlling interest. They deliver Cannabis B-B, and B-C, and also Liquor in some jurisdictions. They deliver Medical Cannabis for Shoppers Drug mart , as well as for Spectrum, medical division of Canopy Growth. Now they’re applying for license from Canadian Gov for “Sale for Medical Purposes “ for its facility in GTA. They seem relatively undiscovered, but getting attention lately. Do you think they could be a good Aquisition target by Shoppers or Canopy Growth, or any other bigger player for that matter.
Plus in their own business in the CBD products and devices could also be attractive part to the package
Thanks
Plus in their own business in the CBD products and devices could also be attractive part to the package
Thanks
Q: Can you provide your usual great insight into the upsized bought deal for GDNP?
Q: Any comments on this one?
Q: Any thoughts or observation on Zenabis. Seems to be making a move in the last month.
Greatly appreciated
Barry
Montreal
Greatly appreciated
Barry
Montreal
Q: Hi Team, RWB had been steadily appreciating and would you please comment on this company for a full position.
Cheers,
Cheers,
Q: Hi team,
Can you comment on the news out of xebec this morning? How significant is this news? Do we have any idea the financially numbers of a system like this?
Thanks
Can you comment on the news out of xebec this morning? How significant is this news? Do we have any idea the financially numbers of a system like this?
Thanks