Input Capital Corp

INP-X

Analysis and Opinions about INP-X

Signal
Opinion
Expert
COMMENT
COMMENT
November 19, 2014

Has watched this. A really interesting streaming business. We typically see streaming companies in the energy or mining. This is in agricultural and they stream with canola. What he likes is that they are going to have great cash flow, but they are going to have to build out that base. Still a fairly new company. If you have a longer time frame, this is one you could look at. Doesn't screen super well in his process for earnings, but thinks it's just a matter of time.

Input Capital Corp (INP-X)
November 19, 2014

Has watched this. A really interesting streaming business. We typically see streaming companies in the energy or mining. This is in agricultural and they stream with canola. What he likes is that they are going to have great cash flow, but they are going to have to build out that base. Still a fairly new company. If you have a longer time frame, this is one you could look at. Doesn't screen super well in his process for earnings, but thinks it's just a matter of time.

Bruce Campbell (2)
President & Portfolio Manager, Stone Castle Investment Management Inc.
Price
$2.010
Owned
No
COMMENT
COMMENT
August 27, 2014

These royalty streaming models are becoming more popular. This one is well run with a very interesting model. They continue to produce better numbers, but at the same time they are fairly cashed up from their recent deals. Will probably deploy that over the next few months. We should see higher numbers going into the fall, winter and next year when they bring the crops in.

These royalty streaming models are becoming more popular. This one is well run with a very interesting model. They continue to produce better numbers, but at the same time they are fairly cashed up from their recent deals. Will probably deploy that over the next few months. We should see higher numbers going into the fall, winter and next year when they bring the crops in.

Bruce Campbell (2)
President & Portfolio Manager, Stone Castle Investment Management Inc.
Price
$2.610
Owned
No
BUY
BUY
August 21, 2014

It is a one of a kind. Financing in the Canola sector for Western Canada. You have to ride through meteorological events. It is a new company and does not pay a dividend yet.

It is a one of a kind. Financing in the Canola sector for Western Canada. You have to ride through meteorological events. It is a new company and does not pay a dividend yet.

Michael Smedley
Exec VP & Chief Investment Officer, Morgan Meighan & Associates
Price
$2.730
Owned
Unknown
BUY
BUY
June 19, 2014

Put capital into farms and own the crop, then sell it. Allows farmers to buy seed in advance when it is cheap. It’s a good business model.

Put capital into farms and own the crop, then sell it. Allows farmers to buy seed in advance when it is cheap. It’s a good business model.

Rob Stabile
Portfolio Manager, LDIC Inc
Price
$2.300
Owned
Unknown
SPECULATIVE BUY
SPECULATIVE BUY
May 8, 2014

(Market Call Minute) $million a month in revenue. A canola royalty company. They just invented a business and it is going pretty well. Risky, but a good story.

(Market Call Minute) $million a month in revenue. A canola royalty company. They just invented a business and it is going pretty well. Risky, but a good story.

Peter Hodson
CEO & Head of Research, 5i Research Inc.
Price
$2.250
Owned
Unknown
HOLD
HOLD
March 31, 2014

Bewildered by an abundance of grain that cannot be moved. The company is in the business of streaming canola oil. Doesn’t think their model gets impacted by the overload of grain to be shipped. Would be content to continue to hold it.

Bewildered by an abundance of grain that cannot be moved. The company is in the business of streaming canola oil. Doesn’t think their model gets impacted by the overload of grain to be shipped. Would be content to continue to hold it.

Michael Smedley
Exec VP & Chief Investment Officer, Morgan Meighan & Associates
Price
$2.200
Owned
Yes
WEAK BUY
WEAK BUY
February 4, 2014

They give a cheque to the farmer up front which then gives the company the rights to the streaming production. Very interesting concept and fairly unique in Canada. Canola is a very expensive crop to plant and farmers always need working capital to plant the seed and work the crop. Management team is pretty good. This is early stage. It was not that long ago were they made their 1st canola delivery. They’ve only had one season and the next season will be far more telling for the potential. This is okay for a riskier investment.

Input Capital Corp (INP-X)
February 4, 2014

They give a cheque to the farmer up front which then gives the company the rights to the streaming production. Very interesting concept and fairly unique in Canada. Canola is a very expensive crop to plant and farmers always need working capital to plant the seed and work the crop. Management team is pretty good. This is early stage. It was not that long ago were they made their 1st canola delivery. They’ve only had one season and the next season will be far more telling for the potential. This is okay for a riskier investment.

Peter Hodson
CEO & Head of Research, 5i Research Inc.
Price
$2.220
Owned
No
BUY
BUY
January 21, 2014

Their model is refinancing for farmers where they get a royalty stream back. Good management. Great idea. This is a unique type of company so if you want exposure into agriculture, this is a very good vehicle. Stock may be a little bit ahead of itself at this point, but long-term, they have a winner.

Input Capital Corp (INP-X)
January 21, 2014

Their model is refinancing for farmers where they get a royalty stream back. Good management. Great idea. This is a unique type of company so if you want exposure into agriculture, this is a very good vehicle. Stock may be a little bit ahead of itself at this point, but long-term, they have a winner.

Stephen Takacsy, B. Eng, MBA
Chief Investment Officer & Portfolio Mgr, Lester Asset Management
Price
$2.280
Owned
Yes
TOP PICK
TOP PICK
January 13, 2014

New public company. A western Canadian operation in the streaming of Canola. Extraordinarily astute people running it. Strong relationships in the market and in politicians. Building a very interesting operation. They can offer better financial services to the farmers. This is quite early in this one.

Input Capital Corp (INP-X)
January 13, 2014

New public company. A western Canadian operation in the streaming of Canola. Extraordinarily astute people running it. Strong relationships in the market and in politicians. Building a very interesting operation. They can offer better financial services to the farmers. This is quite early in this one.

Michael Smedley
Exec VP & Chief Investment Officer, Morgan Meighan & Associates
Price
$2.200
Owned
Yes
WATCH
WATCH
September 6, 2013

A really unique business. They finance, farmers’ inputs (fertilizer, green, etc.) in exchange for part of the crop. Thinks it is exclusively canola right now. He would watch for a year to make sure the business model works because there are a lot of variables and a lot of unknowns. They also have to get the farmers comfortable. Smart management. Could be very interesting.

Input Capital Corp (INP-X)
September 6, 2013

A really unique business. They finance, farmers’ inputs (fertilizer, green, etc.) in exchange for part of the crop. Thinks it is exclusively canola right now. He would watch for a year to make sure the business model works because there are a lot of variables and a lot of unknowns. They also have to get the farmers comfortable. Smart management. Could be very interesting.

Fabrice Taylor
Publisher, The President's Club Newsletter
Price
$1.690
Owned
Unknown
Showing 31 to 40 of 40 entries