Most Anticipated Earnings: FL-X, NWC-T and more Canadian Companies Reporting Earnings this Week (Sep 01-05)

Opinion about REG-X: He's a fairly big shareholder and a fan of management. Absolutely believes Peru project will become a mine. Copper price has done well, and gold price has done extremely well. Ongoing regulatory and capital challenges. Expects stock volatility, but much higher over next 3 years. You'll need to be patient.

Opinion about FL-X: Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research FL is now $120M market cap, up 20% this year. It has no revenue yet, losses and negative cash flow. It has about $20M cash. Insiders own 16%. The study shows a 31-year potential mine life for its PAK Ontario Lithium project. …

Opinion about GAL-X: A tricky one. Have a very small mine in Ireland that they are trying to put into production as well as a small jewellery division. There is no clear indication of what they are trying to be. Gold deposit is very small.

Opinion about YES-X: The company is into reducing carbon levels and removing sulphur from natural gas. He is a close friend to one of the company principals. An exceedingly illiquid stock.

Opinion about LTE-X: They are doing distinctive infrastructure, where they are digging trenches to get that last mile to the home. They are doing this in the UK, and have a large contract with one company. He really likes the story, but is waiting to see some revenues and earnings drop to the bottom line…

Opinion about IFX-X: Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research IFX has seen revenues decline over the last 12 months, down -18.8% to $96.1M. The balance sheet is not as strong as earlier in the year with net debt rising to $7M and cash declining from prior periods to $3M. Cash from…

Opinion about OILS-CN: Have an extraction technology that is different from competitors. Taken a long time for it to get to this point. Moving into production and some of their brands are moving up. Watching for the numbers in the next few quarters.

Opinion about AVN-X: Very small cap in the helium space. Just hasn't been able to get the execution they were hoping for. Helium market has been volatile, but the market is really expanding. Huge opportunity longer term as demand ramps up and supply in NA becomes steady. Raised money to stay afloat. 

Opinion about YFI-X: He would hope this will be a global breakthrough. The basic processes involved are dealing with Wi-Fi as it goes into the destruct phase because of too much crowding. This company has created a diversionary stream of traffic. It is looking more interesting.

Opinion about NWC-T: Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research NWC has had a very solid uptrend over the decades, but in eary 2024 it had a really strong run, which it is now consolidating from. Its forward earnings multiples ran up to a high of 17X in late 2024, and are…

Opinion about TCL.A-T: Printing is in decline. Trying to get into packaging. Stock's always been cheap, but it's not a growth market. Instead, look at DCM.

Opinion about TCL.B-T: The short-term outlook is troubled: foreign exchange, their packaging business has diversified into flexible packaging. The packaging business' revenues are concentrated in the US, so there's pressure from the exchange rate. Also, input costs of resin (from oil and natural gas which are rising sharply). So, they're under-earning now. Also, Ottawa's emergency…

Opinion about TCS-T: They dominate supply chain management software solutions in US hospitals, and are moving into pharmacies. Has recommend it before. Good to buy now on a pullback. They recently raised guidance. Recurring revenues are growing over 30% annually as gross margins top 70% and EBITDA to pass 10% next year. Are buying back…

Opinion about GBT-T: (A Top Pick Sep 07/23, Down 7.1%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with GBT has triggered its stop at $14.  To remain disciplined, we recommend covering the position at this time.  This will result in a net investment loss of 11%, when combined with the previous buy indications.  

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Opinion about DSG-T: Is a nichy Constellation Software, concentrating on software for supply chains. The stock has seen strong growth, but at a high multiple. Tariffs are hurting short term, but should be good long term. Too nichy for him.

Opinion about RHT-X: Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research We would not expect much here; the stock has not traded in Canada in more than a year, and in the US it trades at a tiny fraction of a penny. It has posted a couple of announcements on its website this…

Opinion about ENGH-T: More of a trade. If you own it, write some calls against it. He prefers to buy on dips, rent it for a while, sell and make a bit of money. (Analysts’ price target is $28.30)