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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: Your last comments on Cannabix Technologies was October 2019. I am trying to decipher their latest company news. Sometimes the company news site is more confusing than the hype on the bullboards. Are they truly in a third phase of testing? What do your sources say. If I owned some, would you call it a hold or a lottery ticket? Thx
Read Answer Asked by Lionel on May 19, 2021
Q: Peter
please comment on Starr Peak Mining LTD (STE-X).
I have a couple of thousand mad money to buy a small cap mining company and was wondering if this might fit the bill.
On May 4th they reported maiden drilling results. I can't figure if they were good or not.
April 22 Starr Peaks formed World Class Advisory Team and strengthens management. Do you know them?
March 18 Starr Peak Exploration LTD name change to Starr Peak Mining.
I realize this is a small cap but at the end of the day is it buyable or can you name something else that you might like better?
Thanks Ron
Read Answer Asked by Ron on May 19, 2021
Q: Morning 5i,
After its earnings report yesterday VMC has risen about 14% as I write this, to $7.20. NFI meanwhile, is trading at $25.63. My question is: relative to NFI and using it as the benchmark, in your opinion is VMC trading at a premium or a discount and, if so, by how much and what do you think accounts for or explains that premium or that discount? Thanks!
Peter
Read Answer Asked by Peter on May 18, 2021
Q: Hello, I have followed DYA for a while. Technology looks interesting yet the market is indicating the technology is disappointing. Please provide a recent update. Also, In a earlier answer for DYA, you indicted that "we have coments in the Q&A on DYA". Where is the Q&A? I have looked for it and cannot find it. I just see questions. Thanks

Mark
Read Answer Asked by Mark on May 18, 2021
Q: PLBY (PLAYBOY GROUP INC.)

Please provide some thoughtful insights on PLBY Group.

The company has performed very well since it de-SPACed approximately 8 months ago. The company was taken public in 2011 by Rizvi, but since Hefner's passing in 2017, the company has shifted in a new direction led by CEO Ben Kohn (someone with great success in his previous ventures - taking minority stakes in pre-IPO tech companies [Twitter, Facebook, Square, Snapchat, SpaceX, Uber]). I have watched as many interviews from the CEO and recent developments I could get my hands on, and I'm impressed!

Retail Analyst Brian McGough from Hedgeye has touted this to be a potential 10 bagger ($250.00+ stock / 10B+ valuation) (See his publicly available tweets). Ben Kohn believes the company can be worth 40B.

The thesis here is multi-fold, which also includes improving licensing agreements (Hef and Co. were lackluster on this front), expanding in other categories, and possible NFTs (monetizing on their previous works).

There seems to be significant brand improvements from the old Playboy from my cursory exploration. www.playboy.com / www.yandy.com / www.playboy.tv
(Seems more youthful and gender balanced).

Just wondering if PLBY has come across 5i's radar, and what insights you can provide beyond the recent earnings report. Very much appreciated!
Read Answer Asked by Stefano on May 17, 2021