PyroGenesis Canada Inc, Keg Royalties Income Fund and More Earnings Reports this Week (Aug 15-19)

Has three world class deposits. With a 14 billion market cap it is not considered an undiscovered stock. Has started production in the Congo - second most important discovery of copper in the world. Copper deposit grades are in the 6% range which is very high. The average world grade is 1/2 of 1%. Also…

Doesn't own because of he doesn't understand the geopolitics in Papua New Guinea. This is why he prefers investing in North America whose geopolitics he does understand. Otherwise the company looks good: properties, production, metals in the ground. He has a $12.50 target and his company has this as a buy.

MAG vs. SIL Both world-class deposits. At current prices, he likes both. Complication around MAG is that there's only one obvious bidder. SIL seems to get better and better, as they get farther along the development curve. He owns both, and both are in Buy range today.

It's one of his anchor stocks. It's been lagging in price, but so have many silver companies. He still likes this among Mexican-based silver producers. It has just started a gold mine in the US which helps diversify away from silver. They keep adding mines and value, and will have leverage to the prices of…

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Sales rose 157% at $62M. Their net income per share was $0.09 and production rose. They hold substantial cash and volume and production hit record highs. A solid quarter and the stock remains cheap. Unlock Premium - Try 5i Free

This now has a project in Mongolia which has epithermal veins, which he loves. When you do find them and they carry great grades, it can grow really fast. This has a 50 g/meter width quite prominent with something like 16% which gets him excited. Still very early stage.

Very junior, although it has been around for a long time. It is basically a lot of hype and hope. They are doing some work in Australia, and virtually have no money. Nothing found to date has been feasible, that they can push it forward in a big way. He avoids companies like this like…

Their deposit in Peru looks very attractive. It's large and has good grade. There is a significant amount of oxide material. A lot of upside potential.

The biggest independent zinc producer has had its ups and downs. The new CEO has to navigate 2020, which was tough. Zinc prices have jumped to US$1.25/lb. TV's cost structure is based on $1.10-1.15. TV trades at a deep discount. Zinc doesn't capture the imagination like copper or nickel, though. Zinc prices have benefited from…

He met with management 7-8 years ago. The difficulty is that it’s been around since 1988 and revenues have always been a difficulty. They have no production. Expects there to be quite a bit of dilution. He doesn't invest in companies without revenues.

(Market Call Minute.) Colombia. A lot of chatter about it being a takeover.

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.

Easy money has been made.

Great company. Speculative buy, $6.75 target. Gold leverage and reserves on the ground are important. Geopolitical risk is important, and all its properties are in Canada and NA.

$45 million market cap. It has a gold project in western Quebec and hitting some high-grade at less than a meter, 600+grams/tonne. Their issue is continuity: will this grade continue? Now, it is an interesting play. Brent Cook: It's a narrow, high-grade vein but could be diluted which is a concern.

Likes management. Note that there is nothing immediately happening. It’s not something to chase, but just accumulate over the summer. Turkey is not bad at all, it is a democratic system. Their mining code is working. He thinks they have permitted 10 mines in 10 years. This company is technically very, very competent. Sitting on…

A copper play in Arizona. They put acidic solution in the great to dissolve the copper then recover it. Upfront capital is low, so there's a potentially high return later. They have key permits in place to turn this project around. Their 2016 study implies a 40% return.

Likes the managers and company. Quebec is great to explore for hold, receiving a lot of government support. He doesn't own sole-risk exploration companies, but wouldn't discourage investors from ECR.

(A Top Pick Mar 03/20, Up 14%) Are developing gold in Nunavut in a fully-permitted, high-grade, open-pit project. The knock is that it's in a northern frontier which means higher costs to fly in and out supplies, and it's less easy to work up north. He's owned this stock for years and is confident with…

NexGen vs. Fission He owns both Fission and NexGen. They're far from infrastructure in the Athabasca Basin and would be challenged if it wasn't for their deposits being large and of quality (and next to each other). They could get built as a pair. The Fission deposit is borderline-tier one deposit, whole Nexgen's is. The…

Gold market is volatile, but there is opportunity for long term investors. Solid junior producer with good assets. Not expecting growth in share price until gold prices rise.

(A Top Pick Mar 05/18, Up 43%) They have been great royalties buyers, prospect generators. They have as much money now as they have raised in the 20 years of existence. He owns lots and lots and lots. In conjunction with Sprott clients probably 50% holders.

High-quality deposit. Substantial missteps in community relations. For speculative buyers, spectacular optionality to the upside from its cheap price. For him, there are too many unknowns, political and sociological, on the company's future.

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Sales rose 157% at $62M. Their net income per share was $0.09 and production rose. They hold substantial cash and volume and production hit record highs. A solid quarter and the stock remains cheap. Unlock Premium - Try 5i Free

They had a lousy quarter. The stock is too cheap now. A small market cap company--caveat. There's a lot of exploration upside. Their earlier quarters beat expectations. They're in the penalty box, but they will recover.

We haven’t made many graphite discoveries in the world, mainly because there hasn’t been very much graphite required, relative to the supply. The graphite market is extremely technical, and not all graphite deposits are created equal. If you don’t understand the technology behind graphite and the various grades and qualities of graphite, be very, very…

Used to own it, because they had a high-grade project in the Northwest Territories, but they were interested in a lower-grade target that didn't interest him so he sold. He doesn't know their company strategy anymore.

Shut down production recently. This type of situation is what usually happens at the bottom of a cycle, although this one may not be around to enjoy the upside of the cycle.

10 years ago he owned it and did very well. He got interested again, but he can’t reach the company over the last two weeks. Lost $2.2 Million this last quarter. He is watching it closely. 450 Million shares fully diluted. He wants confirmation they will not do a concentration.

$2.25 price target. Growing pains starting up a mine. He'd be averaging down. Issues always signal a really good entry point at cheap valuations. Have to be patient. This wouldn't be his only holding; he'd own it amongst at least 5-10 companies.

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

Interesting. There are two classes of nickel: good and very good, the latter used in batteries for e-cars--high demand. TLO has a deposit in Minnesota that could be fruitful in the next three years.

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…

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. They invest in income-producing automotive dealerships. If there is an increase in demand for cars, the dealerships will pay rent and more dealerships will open up. DEmand for cars has only slightly increased, and it is more a supply constraint right now. Will continue to…

It has been very well managed and has been one of the better performers. He is staying away from restaurants as they are expensive and have very little growth. This is one of the better ones, however. If you are happy with the dividend then hold on to it.

They had a project where they had lent out some money to the big Urban Corp. real estate company, which defaulted on their loans. Fortunately, the loan was secured by some real estate. Terra Firma just announced getting full repayment of the principal plus interest for that property. Now it will be a function to…

Very well run, kind of niche financial company. Very sharp management that knows how to make money. They paid a dividend, which may explain the drop in the share price. Not a huge growth business, but pays a regular dividend of around 7%. If you are looking for income, you are well served.

They've done financing, rising from 80 cents to $4 then back to $1. A round trip. They're opening a big cannabis supercentre in Vegas that'll probably do well, but this stock got expensive. And cannabis is still speculative. He's waiting-and-seeing.

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. As with other growth stocks, it has taken a hit. The revenue base is relatively tiny for a $1.4B market cap. Hard to know when the market rotation bottoms. If the correction lasts, it could see more losses but could be a good trade. Wait…

(A Top Pick Sep 20/21, Down 28%) Canada's largest pharmacy to LTC facilities. Two transformative acquisitions. Over 20% market share. Expects organic and acquisition sales growth and margin improvement. Telehealth. Distributing supplies. Stable, recession-proof, demographic tailwinds, easy valuation.

Their model is based on getting royalties off the cannabis companies they produce. They've done some smart deals and have been able to put pressure on producers who needed money. Not sure why it moved so down today.

It is pure extraction. There are probably 3 or 4 of them. They are a leader. There are not too many companies here that are profitable and these guys are one of them. They do toll extracting for clients as well as getting their own Cannabis and extracting from them. They make a great margin.

(A Top Pick Dec 27/19, Down 49%) They make highly efficient incinerators. The methane gas pollution that other incinerators create is banned in many US states, so Questor fills this gap its cleaner ones. So, there's a huge opportunity in the States, including Texas. The company is work. Further opportunities for the, but especially in…

The Cannabis space has had its difficulties so Indiva has pivoted to a manufacturing company. It has done deals in the U.S. and is developing new products. Its products are popular but there was a recent hiccup involving deliveries. The full year should show better results. Eventually it should be taken out. He owns in…

CURELF-N vs. CL-X. He really made a focus on the US for cannabis. He thinks the US MSOs have a tremendous amount of room to go. CURELF-N is one of the leaders. CL-X just did a deal in California, which is one of the biggest markets out there. He likes both of them. They are…

They're building up nicely in Canada and the U.S., which is unusual for a cannabis company to be on both sides of the border. They've been signing some good deals. Has a fine CEO with a good track record in pharma. (Analysts’ price target is $15.00)

Technicals would have been helpful for the cannabis space in general. The low near $1.09 is key support, if it breaks below this watch out.

California company that makes very precise metal parts. A lot of their work comes out of the defense area. Recently got a new contract for a diesel engine and anti-lock brake component as well as green lead free ammunition.

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Although the company has missed estimates in recent quarters, they added more recently. The balance sheet is strong and sales are growing. Insiders own 18%. Unlock Premium - Try 5i Free

They record information on a digital basis (voice to text) and from cameras. A steady recurring revenue stream. Earnings are expected to be break even in 2020. He thinks there are better opportunities out there. He thinks it has hit its lows.

Loves their technology and business model. Trades terribly. A good bargain if you can pick it up down around 12-13 cents. Hard to get traction. Has a great following, but more competition coming on.

Canadian company building an innovative type of semiconductors that use light instead of electricity. Recently announced a partnership with Meta. They report on Tuesday. Newcomer to the trending stocks with 15 mentions over the past 24h.

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Backlog reported looks better with $4-5M in revenue expected in the second half of this year. They have received a large new order from China. They also secured a $5M in equity financing. Risks are high with market cap at $28M and low volume. However,…

Pretty small, not profitable. Only a 23M market cap. Radar based technology for the mining industry. Recently certified by the aviation industry. It must prove that it can be cash flow positive.

Have this issue in terms of the China story. Accounting and corporate governance risk. He is concerned about execution risk in China. You can always get back when there is a bounce.

Price target of $13.11. Business called Themes that's involved in the Shopify Unite ecosystem, and this negatively impacted the revenue. This is temporary. Shopify made changes, and momentum returned. Their other businesses have performed well. M&A pipeline, new CEO. Profile looks relatively strong. He'd buy if it got closer to $10.

Small cap. Acquire and develop augmented reality shopping platform. Also sell vacuums, animal health supplements. Price target of $9.05. Long list of retail clients.

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. A plant-based baby nutrition company. Deal with Walmart has been positive development, giving them higher exposure. Trading at 15x sales, which is expensive considering the current revenu base of $1.8M. Has had a good quarter. Balance sheet looks good and sales should see strong growth.…

Billy Kawasaki’s Insights. A cannabis cultivator out of BC that is a micro-cap. It trades on the TSX Venture Exchange. Current earnings per share is at -0.19. It started trading in September and has largely stayed flat since the IPO. The marijuana space continues to face pressure so it may be wise to stay on…

(A Top Pick May 11/21, Down 86%) Still likes the company, however doesn't own shares (even though recommends it). Thought there would be more growth in stock price.

COVID-19 heart issues? The company makes a synthetic CBD. Their original work saw CBD helped to reduce inflammation of the heart. It is expected they will start to re-purpose their product for COVID patients. This would help accelerate testing by about 2 years. This could lead to product being sold in Canada very quickly. A…

Doesn't know this well. They're in the cannabis sector, more in the extraction market, an area that will continue to expand. He's watching their progress in earnings.

There is nothing more powerful than a base breakout, and this had one in February of this year. This one is on a trend line right now and there is absolutely nothing wrong with the chart.

They make life easier for large diagnostic test companies. It automates the testing process. They did a final financing. They've been working on this technology for 5 years.

Extracts protein from vegetables like canola, peas, and soy. Has 285 patents. There is negligible revenue despite the company being around for more than 20 years. Difficult to apply fundamental analysis. Too speculative for him. Need to see revenue and profit.

(A Top Pick Mar 26/18, Up 97%) They smartly bought some spectrum rights a few years ago, and now they're on the fringe of the 5G spectrum. So the value of their spectrum rights will be realized later this year. He took profits, and would be lightening up on this now as the stock does…

(Market Call Minute.) Offshore gas in Tanzania.

(A Top Pick April 23/13. Long Tag Oil (TAO-T) and Short Imperial Oil (IMO-T). Down 42.51%.) Did an equity issue last fall at about $4.40, which the Street didn’t like. This is a New Zealand oil/gas play and they have about 5 or 6 catalysts coming up in terms of major wells.

Very volatile because it has fresh production in their numbers. Likes their exploration focus. They have the expertise. Good one to own but it is lumpy. It’s a move on news stock. Actively drilling now so there should be news every 6 weeks. Last on the 16’th.