Q: Espial's acquisition of Bluestreak looks like a perfect fit not only to expand its offerings and market, but to allow it to bulk up with the technical resources to deliver on its contracts to its Tier 1 (and other) customers. In short, the message to the industry is that the previous commitments by Espial have been de-risked considerably and ESP is now open to taking on more challenges. Your thoughts?
Q: I am wondering what you think of the news today on Tweed's acquisition of Bedrocan? Also, what do you know about the management of Tweed and are they making profits or just revenue at this point?
When you last referenced VGO in late May the comment was it was high risk, good potential with a high valuation given limited earnings. With it selling off below $2/share is it something you would start to see as being worth a small position for someone willing to accept risk?
Secondly, is there significant risk of concept failure here (ie it goes to zero) or is the greater risk slow progression and the need for patience before things move ahead?
A colleague of mine recently rented an RV through CanaDream and loved the experience. He mentioned they were public, so I did a bit of work and found that the company is quite cheap given it's relatively stable earnings (annual basis) and consistent growth. Can you give it a quick look and let me know if you see any red flags? I'm thinking of making it a 2-3% position.
Q: HI - your analysis of the proposed financing please. It appears that insiders are willing to commit and the majority of funds will be prefs? Is this better from a dilution position and how is debt affected? Worth a punt if the raise is more than 2.5M? thanks
Q: What is your view on PLC?
It's in recession-proof sector, been around for a while and pays a dividend.
Are you familiar with management and do you think this a growth story?
Thank you.
Q: From time to time I run across a small cap that looks interesting. What fundamental and/or technical metrics do you use to evaluate a small cap? Can an individual access any/all of these?
Regards, Charles
Q: Would you please provide comments on this company. Last October in an answer to Dave it was supposed to fold and be gone. It is still around. Is it now a buy?? Thanks for the great info as always.
Could I please have your take on today's earnings... "Announces Record Quarterly and Annual Net Income"? Seems like exciting times! I look forward to hearing your responds!