Most Anticipated Earnings: BLM-X, LAM-T and more Canadian Companies Reporting Earnings this Week (Aug 17-21)

Opinion about XLY-T: 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.

Opinion about IAN-CSE: Comparable to Medmen Enterprises. American-based sales of legal cannabis, with operations in six states, including the 48 million people of Massachusetts, Florida and New York. They have one of the 10 licenses in New York and one of the 13 in Florida. This is one of her largest holdings. Â There have…

Opinion about ZEN-V: This company used to be a junior miner and changed its business to developing a product called Zenguard which is a bio coating on masks. However masks are not used as much now. It is not profitable and there are other opportunities. The price target on the street is $2.33

Opinion about BLM.V: Billy Kawasaki’s Insights - Billy's most-liked answers from 5i Research. Revenue jumped 45% year-over-year to $20.3M, driven…

Opinion about VEXT-CSE: There's been a lot of focus on cannabis in the US. Last November, Arizona legalized recreational weed and are starting to sell that. VEXT operates in many states, but particularly AZN. VEXT is still under the radar, but he expects them to grow rapidly, because they had a head start as a…

Opinion about ENW-X: Dehydrated foods technology. Has had one great announcement after another. Seem to have crossed over a threshold now. Amount of money they lose on a quarterly basis is small and have about $6 million in cash.

Opinion about LAM-T: big producer uranium. New into the Australia market which is virgin, due to government regulations, relaxing.

Opinion about SEA-T: Owns shares in company.Be patient in terms of returns.Present gold prices will not generate returns for shareholders. Higher gold prices important for shareholders to see return on capital. Good proxy for higher gold prices. 

Opinion about MARI-T: They have had several management issues, including an interview with the CEO by the Globe that the company disavowed. The Ontario windstorm hurt their crop. These issues have depressed their stock price and may make the company a takeover target. The company does business in Europe as well as Canada. Marchand recommends…

Opinion about DAN-X: This has an igneous phosphate deposit, as opposed to the sedimentary type of deposit that comes from Morocco. They have a positive feasibility study and a very high CapX, and are working through the permitting cycle. What they need is one of the big agricultural companies to do a buyout and develop…

Opinion about ARU-X: (A Top Pick Aug 20/08. Up 22.3%.) Acquired by Kinross (K-T).

Opinion about BEW-X: They deal in both Canada and the US with Bell and Telus. He thinks there is a large US opportunity that could unfold in the next couple of months.

Opinion about CLZ-X: 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…

Opinion about JG.V: Interesting but he doesn't like sole risk exploration. The narrative could go somewhere but he likes reality.

Opinion about SIG-X: All the senior golds have re-rated over the last couple of years. This company is in the Yukon. Yukon suffered an image issue with Victoria Gold's mine contamination in 2024 and subsequent bankruptcy. Things are starting to turn around. Very large drilling program this year, which will see a combination of new discoveries…

Opinion about BR-T: Great company and good product. Too small for their funds. Not a fan of breweries.

4 Buy, 1 Hold, 0 Sell — 5 expert ratings on Happy Belly Food Group (HBFG-CSE). Latest rating: BUY (Apr 29, 2026) by Bruce Campbell (2).

Opinion about DWS-X: Canadian wine has big tailwinds, including Premier Ford's cash rebate that began last year which is putting cash into Ontario wineries. Also, retail outlets in Ontario are opening up. Volumes are surging. The Buy Canadian movement has a lesser impact. Removing interprovincial barriers will help. Many tailwinds now and this will raise…

Opinion about CDR.TO: CEO reports that the regions of Kazakhstan and Uzbekistan are super safe, very clean. Two catalysts. Drilling success in…

Opinion about FCA.U.V: Lots of opportunity in the sector, but he's stayed away for 2 reasons. His clients already own real estate, and it's usually…

Opinion about RX-X: (A Top Pick Dec 24/14. Down 31.71%.) This stock came down early in the year because of concerns about their over focus on a single product. Corrected earlier in the year and has just been trading sideways. Looks cheap. He expects it will bounce back with the rest of the sector.

Opinion about NSCI-X: They take a large nuclear magnetic resonance machine and shrink it down to a desk top size. They now have a high def version. Theirs is better than their nearest competitor. It won't be profitable until 2021.

Opinion about PHA-X: They are like an Uber for healthcare staff: allows hospitals to quickly hiring nurses for hospitals, and PHA transports patients and staff. Not well known. The problem, is that haven't been able to expand outside Quebec--and he's looking for this. That said, you can own this now.