Most Anticipated Earnings: MAI-X, FOOD-T and more Canadian Companies Reporting Earnings this Week (Nov 20-24)

Chart shows a up pattern on the beginning of the year. Even though it had a nasty day today, the uptrend has not been violated. Has to get through about the $1.25 area before it can be considered a breakout. If you know the fundamentals and this matches them, it could be okay. (See Top…

A project that is effectively right underneath the Horne Mine Complex in Québec. Originally it was very low grade gold and copper, so in order for this to be economic, they have to be able to mine it using bulk mining methods, and keep the costs as low as possible. That would entail blockading. He…

Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research. Latest results pretty good, with the highest silver assays reported to date. Strike length has increased and high-grade veins continue to be hit. IF (a big if) DV can connect the two zones then mineralization will increase materially. More infill drilling needs to be done, but the company…

(A Top Pick Sep 01/20, Down 64%) Disappointing. Numbers haven't been coming as fast as the market would like. Over time, he has faith the resource will materialize from the drilling.

Has been a bit of a disaster. Mine in Texas is not going ahead, resource was not properly done. The reserves are not what they expected.

Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research The company claims to have the highest grade deposit of tungsten in the world, in Canada (Yukon and NWT), so in a safe jurisdiction. But as a developer it has no revenue, losses and negative cash flow. It does have $37M cash, however. Insiders own…

(Market Call Minute.) Deposit looks good, but it hasn't quite the size or the grade that it needs to move forward.

(A Top Pick Jul 14/23, Up 129%) Small royalty generator through exploration skills. Producing royalty in Mexico going very well. Nevada silver royalty also producing high amounts of cash. Expecting more growth from the company. 

(A Top Pick Mar 05/19, Down 33%) A copper play in Serbia. It has three joint ventures including Newport. They still have a large land package that could lead to other projects. They also have assets in Bulgaria. He will continue to hold it.

They were abutting New Gold’s (NGD-T) Ashton project. They have an interesting exploration play and have sold some rights to New Gold. A speculative situation.

Doesn’t think the Promontorio is a large system. Did a deal to pick up Sunshine mine in Cour De Lene, which has a decent grade deposit but the issue with a lot of the companies in this area is dilution and mining costs.

Intelligently run diamond exploration company. Has yet to see that they have economic pipes. Also into nickel but he has not been following this.

(Top Pick Aug 20/09, Down 40%) Still have an outstanding takeover offer. Investors are waiting to see if it is going to happen.

Recently took over Reunion Mining. His hope is that these 2 mines can combine somehow. As a safeguard, acquired another development-stage asset in Brazil. Expertise in developing projects on time and on budget.Disclosure:  He's a big shareholder, as well as a friend of management.

(A Top Pick Aug 20/08. Up 22.3%.) Acquired by Kinross (K-T).

He likes the deposit and the CEO. They tried to finance them but Eagle beat them. You need to be concerned about the very recent revenue grab by the government of the Dominican Republic. It will be interesting to see how this works out. A great deposit and a great management team.

Have received a notice of intent to make a takeover offer from one Australian zinc producer. Offer is at $3.90 a share. With take advantage of the market liquidity and usually money to advantage.

Junior exploration company frilling in Baffin and high arctic. Some interesting geology. Worth holding onto. They will one day make a discovery. A well-run exploration company.

Has a silver discovery in the Durango area of Mexico. It is a joint venture with Orex (REX-X) earning in. They are carried for 35% once Orex has earned in. A very interesting project. They drilled into an alteration zone and hit good mineralization which is fairly consistent and looks like it is averaging 2-250…

Likes it for primarily being Loblaws and Choice Properties which has a solid tenant base including Shoppers Drug Mart. Has reasonable growth prospects. The only caveat is politicians complaining about high food prices, but it doesn't bother him. The grocers face costs pressures from energy costs and higher wages. (Analysts’ price target is $189.86)

Are transitioning from growing cannabis into edibles, namely chocolate, including supplying US companies. They have a deal with Canopy. He continues to like it. Down the road, this will be taken out. Great execution.

Doesn't know this company. Loves the space. Names with a good name, like "green" move well. They produce organic foods, and people are looking to eat healthier. Fancy name. Fancy products.

(A Top Pick Apr 28/21, Down 67.4%) Are building online grocery sales now. When he recommended it, he expected another leg up--and shares rose last summer on good numbers. But he sold this around $10 because he was concerned the company was no longer focusing on meal kits and was spending a lot to enter…

Sector's had a rough ride, with the pandemic plus higher input costs. Wine consumption has flattened. Last results showed significant margin improvement. Growth is challenged, making small tuck-in acquisitions. Expects majority shareholder to eventually take it private.

Thinks the newspaper business is going to have some fundamental issues going forward that are going to be fixable. None of the younger generation take newspapers.

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Their sensors have a broad field for application, such as in the industrial and medical field. Has a good balance sheet with good sales growth and stock momentum. Shares are 97x earnings so not cheap. Earnings are expected to grow quickly over the next two…

$0.33 of earnings in 2016 is expected to more than double. Roughly a median estimate of $.82 against $10.45, about a 13X PE multiple. It has existing drugs with sales related to that.

Did very well during the pandemic, a market darling then. But their acquisitions didn't make sense to him and they have caught up with them with poor integration. The hype is over and shares have plunged since 2020.

Best way to play renewable gas globally. Pure play. A way to be cleaner in using natural gas. Companies like FTS are making it part of their mandate, and it's a major customer of EVGN. Two transformational acquisitions. Tremendous growth. Need a tough stomach for the volatility. Approved to buy back shares. Price target of…

A play that could be triple / quadruple. Optical chips for next, next generation. 100 Gig data rates. High risk.

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Small bitcoin mining company. Increased its revenue well over the quarters. Good gross margins and recently profitable. It aims to hold the bitcoin that it mines on its balance sheet and as of December 2021, holds 169.3 bitcoin. Held up well considering the selloff in…

New technology officer. Early stages. Wait to see what happens.

They provide digital services to retailers to allow quick changes to pricing and other tasks. They have a long history in this space and are trying to get into big-box stores. The company is small and new, so he's watching it. Once revenues ramp up, he'll enter.

Really risky. It could pay off for you--or drop. Be really cautious here. These types of companies specialize in a highly specific green technology, but he worries because technology (in solar panels) changes often and suddenly.

Pipeline in place right now, waiting for facilities. Big thing right now is a pending sales agreement. Management confirms this week that helium price has a chance to move up, and focus is on getting the sales agreement done. Once the agreement is in place, you can step in with a bigger position, because company…

Output should be higher in Q2 from Q1. 85% oil. Annual yield of about 7.5%, paid monthly. Going after oil in older fields. He'd like to start seeing volume growth. Likes management. He thinks oil will be above $70 over this winter, and this company will be throwing off a lot of cash.

Loved the REIT sector a few years ago. He watched this one a little bit but it didn’t fit into his qualifications. When you have a sector that is in a recovery mode and you have some that are not only laggards but are real dogs, you have to take a really strong look at…