Q: What is your updated outlook on Pyrogenesis (PYR)? They appear to be getting closer to larger-scale production of a critical input for 'additive manufacturing' (3D printing) and the share price has started to move up.
Q: PNG is positioned in a rapidly growing market. How do you view PNG's long-term prospects in light of the recent funding by the NRC-IRAP and the private placement they announced today?
Q: I know it is a very small cap, but I was wondering if you could provide your opinion on Difference Capital Financial (management, strategy, etc.). Tks!
Q: Logistec is at 3 year lows - are we at a level that one can buy it and put it away as a long-term infrastructure play or is it a value trap seen more correlated to commodity price sensitivity? Thanks for your service.
Q: In the likes of the Buffets, Jobs, Zuckerbergs and Bezoses, which companies in the Canadian markets have leaders or management teams that could be classified as genius or top calibre capital allocators? Goodman at Knight comes to mind. Also, which younger companies have leaders that you see showing early signs of these traits? I would say Shabazi at TIO Networks fit the bill, but he sold out to PayPal. Looking for your list of the best of best; present and future. Thanks.
Can I have your opinion on Grande West Transportation. The stock was recently highlighted in a research report on Globe Investor. Company is looking to capture new market share with niche mid-size city buses to replace current full size ones made by competitors that operate 80% empty most of the time. The company is apparently qualified for the Buy America program, looking to the US to drive growth and is at the cusp of great earnings. Seems interesting. The next New Flyer (or their next acquisition)? The time to get on the bus or stay at the curb?
Q: TOS recently released results with revenue up from 0.15 million to 3.75 with a loss of $0.02.
Revenue growth is massive (albeit from a very low number). Is this growth expected to continue? Where will/could this company be in 1 - 3 years? Any idea when they expect to have positive earnings?
I'm a holder (~1% of portfolio) and wondering if I should add. I personally like the technology and progress of the company thus far but continue to seek your input.
Q: Comment Re: Dennis' recent question. I checked the US Patent and Trademark Office and the company appears to have only one published pending patent application (US2017/0038571 - published last month). Note that there is no guarantee that the claims of the application will be granted following USPTO examination, nor that, if the patent is finally granted, the scope of the claims will not be significantly reduced.
This, combined with the fact that they don't yet have a working demonstrator, makes me very wary of this company. Virtually all of their market value is predicated on them owning strong IP that can be readily "reduced to practice".