Investment Q&A

Q: Hello 5i team, Walter Capital and management are taking ERG private. While this offer allows shareholders an exit, it seems like a lowball offer (growth will be renewed as they are starting to roll store into superclinics in Quebec, operations have been mostly but marginally profitable over the last few years, cash is about 10¢ per share), and management negotiated to keep their job and shares. (#1) No liquidity in the stock market => low offer?
Even if I think the probability of a competing bid is close to zero, (#2) I would like your opinion on the probability of a competing bid. As ERG is a micro cap and management do not sell (and stays), and the closing ability of the buyer is very good. The deal has been announced few days ago, , and the special meeting of shareholders will be held in the first quarter (after the circular will be mailed). (#2) From the press release, what month (April?) do you think it could close? I am trying to determine whether to hold until closing or sell immediately. 1/2 ¢ = 1,7% return over 4 months? Even if 5i Research is providing great investment ideas, I am in no hurry to reinvest the cash, as I have been building firepower (reducing leverage) during the past year (RDM, TNC, PJC, AF) in order to prepare for a future market wide buying opportunity.
Thank you for your collaboration, Eric

Q: Could you comment on todays results? Still a good holding for small cap growth? Is it still expensive? Thanks.

Q: Hi 5i - Where are you at with AT? I'm down 50% and am wondering if you would hold or move on.
Thx

Q: Can you update your opinion of this company.It seems to be acting very well recently, at least from a technical perspective. Apparently there has been some insider buying recently.
Thinking of take a small position at this time.Would like your opinion on doing so.

Q: Could you shine some light on the proposed transaction involving Oriana (NEX.V), Hut 8 and Bitfury? Once the reverse takeover occurs, would you support opening a small (speculative) position or would you wait and see?

Q: Since I last asked about Drone Delivery Canada in September, the share price has increased quite significantly. I would appreciate an updated opinion as to whether they would make a promising (albeit higher risk) investment.
Thanks!

Q: With the recent news and big jump last week, do you find this company worth going to full position? I currently am in for half.

Q: What are your thoughts on CUV? They have raised some cash recently and are awaiting confirmation of DA’s that may hold promise moving forward. Just curious on your overall thoughts of this company both now and into the future. Thx.

Q: Pls provide your assessment on PHM compared to its current price.

Q: As a follow up to my question on Big Wind Capital, my understanding is that it’s halted right now as it has a DA to acquire 49% of Hill Top Security.

It will come back on the exchange with a US listing as well, new name, Hill Top Cybersecurity Inc.

The symbol already on their new web site, is CYBX.

They will provide a US Government patented blockchain cybersecurity to all Bitcoin transactions worldwide.

In addition they will have a ICO of a new Bitcoin called Minecoin. It will be a medium to allow metals and mining companies to negotiate their transactions safely and securely and eliminate the middleman.

Is my information correct and again, what are your thoughts please.

Thanks!

Q: Have been doing some research on some micro cap block chain scratch and wins(haha)and have noticed that FTEC really stands with a PE of 6.5 and .05 EPS was wandering if you could give me your thoughts
Also most of these trade on the venture exchange except for this GET do you know where it trades and why?Thanks a lot you guys do great job!!

Q: This stock has been trending down of late. What is the short interest and has it increased over the past few weeks? What do you think of this stock? I have a small speculative position. Thanks

Q: This company is shooting up like a rocket, not clear why. Your opinion, please?

Q: Do you have any thoughts on this new company in the cannabis space? Do insiders own a reasonable part?

Q: Hi Guys,

Any thoughts on the above, will either one be profitable in the next year or so?

Anthony

Q: Could you comment on the potential of Spectra 7 the company seems to have a very experienced management team?

Q: Hi
What, if anything, do your screens tell you about CPTR?
Thank you

Q: Your thoughts, please, on these two small caps. I couldn't find DM in your data base. Thanks for your insight. I am willing to hold for a year or so.

Q: Their 3rd q numbers seemed pretty good. Did they beat expectations and what are your thoughts re evaluation?

Q: With Clean Tech Holdings now listed on the TSX, I wonder if you have any opinion?