Bruce Campbell (2)

The intermediate- and longer-term charts show that's still the case. In the very short term, utilities and financials have recovered slightly, but it's hard to say whether that's a new trend or just a correction we're going through. People are concerned about stability and are looking for something with a higher, safer yield. 

The data doesn't show a downturn, but that could change so he monitors it closely. We're in that historical season where markets see a lot of chop, which coincides with both the calendar and the US presidential cycle. Everything is still intact. Technical levels haven't broken down. His thesis remains that this is a correction inside the upward-trending market.

This could change if all of sudden we see some of those levels break and a leadership change as well.

Whenever the market gets a little uneasy, he definitely sees it in the small caps as well. They tend to be more volatile and liquidity dries up, so they can really get pushed around. Just as with the regular market, they tend to be fairly strong from October - end of May. He hasn't seen that leadership yet in either Canada or the US. The Russell 2000 has been in a trading band for the better part of this year; if it does break out, it will probably be pretty significant.

EVs and power storage. Technology allows one system to increase both power and torque at reduced cost. Moved into the small commercial space, due to expand, so should see significant revenue ramp up. Partnership with LNR on e-axle for trucks.

Growing both organically and by acquisition, now just shy of $1B in revenue. Stock's pulled back, still a fairly attractive valuation. Expects a takeover down the road.

Interesting space. Lithium extraction through brine. Fantastic numbers from their wells, potentially twice as much lithium extracted as peers, so it could be more economic. Needs to build a pilot plant. 

Competitor to EMPS in lithium extraction, and ahead of it by about 6 months. Already started pilot plant, and about 10x the market cap.

Over the long term, the business has continued to grow and stock price has appreciated. Tends to be lumpy, causing the stock to trade up and down. Be tactical on when you buy. Trim on highs, and then wait for a lower entry point.

Phenomenal. Well managed, continues to execute. Trend toward dollar stores with inflation being high. Continues to expand, gain market share, and increase geographic footprint. Wait for a pullback, buy, and then keep holding.

Now has a production partner, and they're building production facilities with estimated placement by late 2023/early 2024. Waiting for a contract, and what the price will be. He expects cashflow in 2024 of $25M.

Frustrating performance, a function of market cap size and what investors are looking for right now (larger cap). Management continues to execute. Big ownership of LCFS, which will eventually provide tailwinds.

He got stopped out. Still likes it, watches it. Challenge is that unprofitable tech has been left by the market. Market's very particular about numbers and guidance. Wait for the tide to turn.

Achieved desired revenue base and starting to cross-sell products. New management focus on profitability, and technology should help. Amazing value right now.

Long-term business with a lot of catalysts, as shown in last couple of weeks with US legislation. Continues to grow, so cashflow will let them pay down debt.

Nonprofitable tech is taking it on the chin. Likes it. Continues to grow revenue. Company is projecting EBITDA-positive in 18 months. Interest rate direction can significantly impact what investors are looking for in a stock.