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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: Hello 5i team,
In a recent answer to a question from Tom about conpanies as a possible target to be acquired, you included CXI. I would like to know what characteristics of CXI makes it a potential candidate besides low valuation and cash on the balance sheet? I know the president of CXI has gone through this process before: has he ever mentioned specifically this endgame before for CXI? I would think that selling at this price + premium would be like a failure in the actual venture. And by what type of acquirers? A bank?
Thank you for your collaboration, Eric
Read Answer Asked by Eric on December 23, 2020
Q: I bought a small amount of a company named Fortress Technologies that is involved in Bitcoin. When the BTC price was lower in 2019 they sub-leased their mining equipment in an arrangement that sees them retain 90% of the profit on each coin mined while the sub-lease company (WeHash) does the mining. This has become lucrative. According to a recent filing they have 163.2 Bitcoin on account which combined with cash and cash equivalent assets meant $.158 per share in tangible value. This number would now be higher with BTC having run from 17k to 23k and another month of mining. For the 3 months ending September 30, they mined 14.2 BTC worth $297,000 USD today at a cost of $10,438 per coin.

Unlike QBTC or GBTC which trade at premiums to BTC and only buy or sell, FORT is mining and buying bitcoin which seems to offer more upside. I understand that a super small cap company like this is not for everyone and that coin prices are just as likely to fall as rise but my question is whether it could be a way to profit in a disproportionate way from bitcoin as more investors look for bitcoin exposure that can be held in registered accounts? To put it another way, could this double based on people piling in and outperform increases in the coin value itself or am I dreaming?

Thanks!
Read Answer Asked by Tim on December 22, 2020
Q: GEVO is up 15% today, and after hours additionally 5%, do you think this rally will continue ? How much upside do you see in one year ? Happy holidays !!!
Read Answer Asked by SAMAR on December 22, 2020
Q: Good morning 5i, question for you on prospects for Portage Biotech for growth, a friend of mine who was an earlier investor in this company, really likes the space and specifically the Chairman and Director Greg Bailey as he said he has a great track record with previous companies.

This is from Portage's site (CEO of Juvanescence. Managing Partner of Palantir Group, Inc, co-founder of Ascent Healthcare Solutions, VirnetX Inc. (Biohaven (BHVN:NYSE), and DuraMedic Inc. He was the initial financier and an independent Director of Medivation, Inc. (MDVN:NASDAQ), from 2005 to 2012. He also served as the Managing Director and co-Head of Life Sciences at MDB Capital Group LLC from May 2004 to December 2006.)

Do you know of Greg and would you feel comfortable with his history? I am guessing you do not know much about the company and in the biotech/cancer space there is tons of risk so that is fully understood, but looking to add to that sector for long term growth 15 plus years out.
Read Answer Asked by Michael on December 21, 2020
Q: Thanks for answering my question on PFB Corporation and for the analysis. Recently stock has been moving up and its gone up to $23. I checked recent news/developments and looks like there is no announcement from the company. Do you have any idea why the stock price moved up over the last month? Any industry trend or sector developments Im unaware of
Read Answer Asked by Sridhar on December 21, 2020
Q: I would like your opinion on these 3 stocks. I know HAI has just IPO on Toronto Exchange but has been around for a few years. I notice AT has just had a good run and wonder if I should hold off or if it is a good company, just bite the bullet it shouldn't matter.
Also I notice MGNI is similar to the other 2 is that right?
Could you please rank them in order best to worst. if you were to buy 2 which and why?
Thanks John
Read Answer Asked by John on December 21, 2020
Q: I note that Covid has ignited a lot of demand in modular construction throughout the world. Today's New York Times has a nice article spotlighting the increasing usage and it appears this is a long term upward trend. Dexterra is about the only pure play stock in Canada and it also pays a nice dividend. Fairfax is the largest holder. I think a long term holder will be amply rewarded.
Read Answer Asked by Murray on December 18, 2020
Q: Could you tell me when they report next and do you think they could possibly be a take over target with their new technology illumin is as great as they say it could be appreciate any other comments i am long on this stock with a price average of 5.20
thanks
Read Answer Asked by Greg on December 18, 2020
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