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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 thoughts on Kubient Inc.(kbnt on nasdaq).Thanks.
Read Answer Asked by maurice on February 16, 2021
Q: I am looking for high growth ideas from small caps. From this list, what would be your TOP 3 Picks?

Thanks Valter
Read Answer Asked by Valter on February 16, 2021
Q: Mike asked about the valuation of Pyrogenesis today, Feb 16th, commenting that it had never been profitable or cash flow positive. I just wanted to point out that this has changed in fiscal year 2020. The last quarter was very profitable, and the current estimate for fiscal 2020, released on Jan 11th, is for revenue of $14 - 16 million, an increase of approximately 200% since 2019, and net income of 22 - 24 cents per share, compared to a loss of 7 cents per share in 2019. The company is making good progress with their various product lines involving plasma torches for various industrial purposes, plasma atomized metal powder, and plasma waste-to-energy systems.
Read Answer Asked by Dan on February 16, 2021
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 ?
Read Answer Asked by Mike on February 16, 2021
Q: Hello Team,
Could you give me an analysis on this company and is it one you would endorse?
Thank You,
Barry
Read Answer Asked by Barry on February 16, 2021
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,” .

Read Answer Asked by James on February 16, 2021
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
Read Answer Asked by Tim on February 12, 2021
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