Bruce Campbell (2)

They drilled their wells, found helium, then sought production facilities and funding. Now, they are getting those facilities commissioned, then they will get cash flow, which will allow expansion. In recent years, the stock has seen fits and starts, has been low, but now are at a place of cash flow later this year into 2027. 

Expectations were very high. They're selling major agreements with large franchises, but now are selling that product into restaurants, which will be a slower process. The market got ahead of itself in terms of revenue and cash flow. This will take a little longer than expected and the stock will drift. Will probably see a blow-out quarter when the market will be attracted to this again.

Is a volatile trading stock. Long term, they will provide another source to drive vehicles. But the stock tends to make big run-ups, then pulls back. It depends on the market's risk appetite at a given time. He's owned this a few times and can be frustrating.

A 10-year overnight success. They're been building their business in Uzbekistan and Kazakstan. They sell natural gas, including the latter to generate a diesel alternative. Diesel is in short supply in that part of the world. They will make LNG onshore, not shipped. This is great. Also, they have amazing levels of lithium brine that could develop later.

Cash flow and dividend are great. Add on pullbacks. It can pull back along with utilities. It grows consistently. 

Is a past pick. Has pulled back recently. They're building new commodity exchanges, including LNG futures contracts. A short report damaged the stock price, saying that much of their growing volume is really market making, which is untrue and illegal. The stock will probably consolidate then rise when they show growth again. Their technology side is overlooked; it allows futures contracts to be settled immediately.

They build dollar stores in Mexico. The numbers look fairly good, though dollar stores are a new concept there. It should gain traction then likely somebody will buy it. Watch the numbers.

One of the best in Canadian energy. It continues to do well. Fine valuation and it's stable. A great one.

Their backlog is increasing and have had 4 quarters of profitable. Their 2 biggest shareholders recently signed a deal with some options to remove an overhang. Is surprised it hasn't done better. Will likely move in ebbs and flows.

They produce natural gas in the Dutch North Sea. They made two key buys in that area to enter production there. He expects more acquisitions. They take projects that super-major abandoned, invest money then do more drilling to raise production.

Their main focus is online selling. Last quarter, revenue was good but margins weren't as strong because they spent more on marketing. They plan to increase revenue from $200 million to $500 million by 2029. The stock is lumpy, so add and trim.

One of the top 5 compounders, up 160% over 3 years. Aviation and manufacturing are key businesses for them. They have an aircraft parts business. They fly in and out of Northern routes. They buy companies, invest in them and grow them very well. They are big enough to compete with private equity. Have a fine track record.

Investors must be concerned about something here that he's unaware of. EFN operates efficiently. The stock is always lumpy and has slumped recently. If they continue to execute, the stock will rise again.

He missed this when it bottomed, likely impacted by the war blocking the Strait of Hormuz. They will continue to execute and shares will go higher eventually. It's cyclical, though.