Je viens de publier un nouvel article sur le blogue écrit par @BChow!
Pourquoi le coronavirus devrait rendre les investisseurs de microcaps plus sélectifs que jamais
Bonne lecture!
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Ce fut un plaisir d’écrire cet article et j’espère qu’il sera utile à ceux qui cherchent à naviguer dans les temps turbulents de l’investissement en microcaps !
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Bonjour,
je suis actionnaire dans mon REER de BEP (brookfield renewable partners) et ils ont annoncés ceci aujourd’hui.
https://ca.finance.yahoo.com/news/brookfield-renewable-receives-approval-merge-154500805.html
Je dois avouer que je suis completement mêlé par cette nouvelle qui a fait perdre près de 25% au tire ajd dont 22% en pre market afin d’être bien certain que nous nous fassions prendre par derrière. En gros, j’ai besoin d’aidé à déchiffrer ce changement majeur. Je comprend la grande ligne que BEP acquiert Terraform et que les actionnaires de BEP recevront des actions de BEPC, mais au delà de ça, est-ce que les actions de BEP continuent d’exister? Qu’en est-il du dividende? Etc…
Si ya de bons samaritains qui sont prêts à m’aider, c’est ma plus grosse position tout confondu donc tout ca m’a stressé lol
Je ne connais pas vraiment l’entreprise donc à prendre avec un grain de sel, mais le point qui attire mon attention dans le communiqué de presse est le suivant:
‹ ‹ Each BEP unitholder of record as of July 27 will receive one (1) class A exchangeable subordinate voting share of BEPC for every four (4) BEP units held. The shares will commence regular-way trading on the Toronto Stock Exchange and the New York Stock Exchange under the symbol “BEPC” on July 30. › ›
On dirait qu’il y a eu un ‹ ‹ spin out › › de certains actifs. Selon moi, c’est ce qui expliquerait la baisse du titre. En contrepartie, tu devrais avoir reçu des nouvelles actions de BEPC qui valent grosso modo ce que BEP a perdu en valeur?
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Ces ressources sont utiles pour l’expliquer : https://www.5iresearch.ca/blog/brookfield-renewable-partners-bep-vs-bepc
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Si vous ne le saviez pas, les bourses canadiennes seront fermées lundi prochain (Civic Holiday). Bon long weekend boursier à tous!
Je viens de publier une traduction d’article sur le blogue:
Ne vous souciez pas de l’illiquidité, souciez vous d’avoir raison
Selon moi, c’est l’un des meilleurs articles du MicroCapClub et ça m’a beaucoup aidé à façonner ma stratégie d’investissement quand j’ai commencé.
Si vous ne l’avez jamais lu, c’est un must!
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Bonjour à tous!
Je suis nouveau sur le forum et suis un avide lecteur de vos commentaires. Je tiens à vous féliciter sur la qualité du contenu.
Je voulais partager une pétition ayant pour but de rétablir le RÉA (régime d’épargne actions) qui, vous le savez sans doute, permettait aux contribuables Québécois de déduire de leur impôt, en partie ou en totalité, l’achats d’actions nouvellement émises par des entreprises québécoises.
Je crois que ce pourrait être bénéfique afin de soutenir l’investissement local dans un temps d’incertitude comme aujourd’hui. Le lien est disponible ci-dessous:
N’hésitez pas à me partager votre point de vue quant à la réintroduction du RÉA!
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Bonjour! Je me demandais s’il y a des membres qui suivent de pres la compagnie Alkaline water co (wter). Il s’agit d’une compagnie d’eau embouteillée qui vend de l’eau alkaline aux USA, et qui a pris une position dans le marche de l’eau infusee au cbd. Les résultats du trimestre sont impressionnants, +40% par rapport au dernier quart, J’avais pris position l’an dernier et j’ai perdu patience, mais je me demande si justement je n’ai pas manque de patience…
Merci!
Je ne suis pas la compagnie de près mais je l’avais déjà analysé un peu. De ce que j’ai lu, il ne semble pas y avoir de bénéfices prouvés à boire de l’eau alcaline. Ça me semble plus une mode qui est soutenue par du marketing et des endossements de célébrités. Je ne crois pas au produit à long terme donc je n’ai pas poursuivi mes recherches bien longtemps après ça.
Est-ce que la croissance vient de leur eau infusée au CBD? Si c’est le cas, c’est peut-être un potentiel plus intéressant.
hummm. bon point. c’Est vrai qu’en revue littéraire, on trouve bien peu de fondements scientifiques quant aux bienfaits de l’eau alcaline… en meme temps, je trouvais qu’investir dans une petite compagnie d’eau était intéressant, comme la consommation d’eau embouteillée augmente année apres année et que je pense que les préoccupations sanitaires liées à la covid risquent d’aider un peu ces boissons, ce creneau est encore appelé a augmenter selon moi.
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Une long chemin mais la lumière est au bout du tunnel
Imagin to test i/Blue on anatomical bladder models
2020-07-15 12:42 ET - News Release
Mr. Jim Hutchens reports
IMAGIN MEDICAL TO BEGIN TESTING OF I/BLUE IMAGING SYSTEM ON ANATOMICAL BLADDER MODELS
Imagin Medical Inc. will begin testing the i/Blue imaging system using anatomical bladder models to confirm simultaneous white-light and blue-light image display.
The anatomical bladder models simulate pathologic defects representing bladder cancer tumors that have absorbed an imaging agent which fluoresces when exposed to blue light. Imagin will use these bladder models to: (i) conduct extensive optical and image benchtop testing; (ii) verify the i/Blue System’s production of separate white and blue light images; and (iii) conduct virtual demonstrations for evaluation by leading urologists.
« This testing brings us closer to conducting our first live subject studies later this year while we continue to introduce i/Blue’s capabilities to the medical community, » said Jim Hutchens, Imagin’s president and chief executive officer.
The Company also announced that it has posted on its website an animated short that illustrates the differences between the current visualization technology and the i/Blue System. Another addition is a StockTalk podcast that Stockhouse Media recently published on its website.
Mr. Hutchens added: « While today’s blue light imaging has been shown to identify over 24% more tumors than white light, the high cost of equipment and the need to toggle or switch between white and blue light images helps explain why its use is limited. Imagin expects that i/Blue will greatly expand adoption of blue light technology due to its additional features and ease-of-use. We encourage investors to view the animated short and listen to the StockTalk podcast in order to gain a better understanding of i/Blue’s value proposition, as well as Imagin’s plans to bring this game-changing technology to market. »
About Imagin Medical Inc.
Imagin Medical is a surgical imaging company focused on advancing new methods of visualizing cancer during minimally invasive procedures. The Company believes its first product, the i/Blue Imaging System, with its proprietary optics and light sensors, will greatly increase the efficiency and accuracy of detecting cancer for removal, helping to reduce recurrence rates. The Company’s initial focus is bladder cancer.
We seek Safe Harbor.
E. James Hutchens , Chief Executive Officer
Jim Hutchens is a proven entrepreneur with over 30 years of experience in general and marketing management in the medical technology industry. Mr. Hutchens served as a Managing Partner in Origin Partners, a $55 million early stage, venture capital fund and was the founder and CEO of both Microsurge Inc., a venture-backed, minimally invasive surgery company, and Choice Therapeutics, an advanced wound-care company. Both companies were acquired by larger healthcare enterprises. Mr. Hutchens also served in senior executive positions at Microvasive Endoscopy, a division of Boston Scientific and Smith & Nephew. He is a former member of the Board of Directors of the Brigham and Women’s and Faulkner hospitals and holds a B.S. in Business Administration from Boston University.
Michael G. Vergano , Director of Operations
Mike Vergano has been president of The Harvest Group Inc. since 1998, where he has provided consulting services for start-ups and major corporations in all phases of project management, including product development, packaging, quality systems, operations, manufacturing engineering, and system/process design and validation. During his more than 30 years in the medical device industry, Mr. Vergano also held management positions at Apple Medical, Inc., Ciba Corning Diagnostics, Microsurge, Inc. and Boston Scientific Corporation. He is the holder of 11 medical device patents. Mr. Vergano holds a Bachelor of Science in Mechanical Engineering from Tufts University.
Jay Eastman , Ph.D., Director of Development
As Chief Executive Officer and a co-founder of Optel, Inc., Dr. Eastman has focused on developing and manufacturing medical devices for third party companies. He has broad experience in medical devices, barcode scanners and opto-electronic products. Holding executive and Board positions at Lucid, Inc., PSC Inc, and Optel Systems, Inc., Dr. Eastman founded and led two companies from the start-up phase through shareholder exit events. He is an inventor or co-inventor on 48 issued U.S. patents and several U.S. patents pending.
John Vacha , Chief Financial Officer
John Vacha has 20 years’ experience in the healthcare industry, most recently serving as President, CEO and Board Member of Intact Medical Corporation for 7 years before it was acquired by Medtronic in 2017. Previously, John served as Vice President, CFO and Treasurer of the company. John also served as Senior Consultant at Deloitte & Touche, LLP, where his clients included closely held high-tech manufacturing start-up companies, as well as large retail and manufacturing corporations. John is a licensed CPA in Massachusetts, holds a MBA and an MS in Accounting from Northeastern University in Boston, Massachusetts. He also serves as a member of the Board of Directors at the South Boston Health Center and holds two patents in electrosurgical instrumentation.
Pam Papineau , Director of Regulatory Affairs
Pam Papineau has over 30 years’ experience in quality and regulatory affairs with Baxter, Boston Scientific and Cogentix (Vision-Sciences), and has served as a consultant on a wide variety of devices that includes endoscopy, imaging, GI/GU, orthopedic and cardiovascular. Pam has successfully prepared dozens of FDA pre-market submissions and European Union (EU) technical files to support CE marking of a broad spectrum of medical devices, and has overseen numerous clinical studies entailing protocol development, reporting and management of Clinical Research Organization (CRO) services. Pam is an ASQ Certified Quality Engineer (CQE), a Certified Quality Auditor (CQA), a Certified Biomedical Auditor (CBA), an ISO 13485:2016 Lead Auditor, and holds Regulatory Affairs Professional Society (RAPS) certifications for the US, EU, CAN. Pam will work with Hogan & Lovells, the Company’s legal Counsel, to prepare for a pre-submission meeting with the FDA and follow-on activities through the regulatory approval process.
Advisors
Ralph de Vere White , M.D., Medical Advisor
Dr. deVere White is the Senior Advisor Emeritus, and Emeritus Distinguished Professor of Urology at UC Davis. Prior to retiring, he served as the associate dean for cancer programs at UC Davis School of Medicine, director of the UC Davis Comprehensive Cancer Center, and was a Distinguished Professor of Urology. Dr. deVere White received his medical degree from Dublin University in Ireland, and completed an internship and residencies in surgery and urology at St. Vincent’s Hospital in Dublin and at Duke University Medical Center in Durham, NC. The author of more than 300 peer-reviewed scientific articles and book chapters, Dr. deVere White serves on the editorial boards of six international scientific journals. His research efforts are now focused on the molecular events that govern the response of prostate and bladder cancer to targeted therapies, the biomolecular mechanisms that make some prostate cancers more virulent than others, and new methods of diagnosing and treating prostate cancer.
Dr. deVere White is the past president-elect of the Society of Urologic Oncology, a member of the Clinical Society of Genitourinary Surgeons and an elected member of the prestigious American Association of Genitourinary Surgeons. He has been named multiple times as one of “The Best Doctors in America” and is one of four urologists serving as a volunteer consultant to the American Cancer Society’s on-line “Experts Answers” bulletin board for questions about prostate cancer. He was awarded the Ramon Guiteras Award in 2017 by the American Urological Association for his career achievements.
Edward M. Messing, M.D ., Medical Advisor
Dr. Edward Messing, Chief of Urology at the University of Rochester Medical Center, is a renowned expert in the diagnosis and treatment of cancers of the bladder, prostate, kidney, and other genitourinary organs. He has conducted extensive research in the basic biology of bladder and prostate cancers and has been the principal investigator on numerous clinical studies for the detection, prevention and treatment of genitourinary cancers. Dr. Messing received his M.D. degree from New York University, performed his surgical training at NYU-Bellevue Hospital, and his Urology Residency at Stanford University. He was Director of the Urologic Oncology Program at the University of Wisconsin and assumed his current position at the University of Rochester School of Medicine and Dentistry in September 1995. Dr. Messing received the Ramon Guiteras Award at the American Urological Society’s annual meeting in May, 2018 for his 35 years of accomplishment in improving care for individuals with bladder, kidney, prostate, and testicular cancer.
Dr. Messing has been involved in multiple clinical studies relevant to Imagin’s focus. Having both Dr. Messing and Dr. Stavros Demos, the inventor of the i/Blue, at the same institution, is a major advantage that will help drive Imagin’s development and clinical trial programs.
Liam J. Hurley, M.D ., FACS, Medical Advisor
Dr. Hurley obtained his Bachelor of Arts degree from Harvard University and his M.D. from Boston University School of Medicine. After spending three years in the U.S. Navy, he completed a General Surgery Residency at St. Elizabeth’s Medical Center of Boston and his Urology Residency at the Lahey Clinic in Burlington, MA. He is trained as an adult and pediatric urologist with expertise in genitourinary oncology. Dr. Hurley is a private practice community urologist who has clinical affiliations with Tufts New England Medical Center and Lahey Clinic. Other accomplishments include launching The Boston Urologic Society, serving on the Executive Committee for the Massachusetts Association of Practicing Urologists, and presiding as the Eastern Massachusetts representative to the New England Section of the AUA.
Dr. Hurley is Board certified in Urology and is a Fellow of the American College of Surgeons.
Ils viennent d’annoncer un profit trimestriel de presque 1M$ avecun market cap d’à peine 2M$
Rocky Mountain Liquor earns $970,689 in Q2
2020-08-20 13:33 ET - News Release
Ms. Allison Radford reports
RUM SEES SIGNIFICANT INCREASES IN SALES, INCOME FROM OPERATIONS AND NET INCOME FOR Q2 2020 CONSOLIDATED FINANCIAL RESULTS
Rocky Mountain Liquor Inc. has released its financial results for the three-month and six-month periods ended June 30, 2020.
The Company has continued to succeed at its objective to grow market share and reduce costs, having increased sales by $2.3M for the three month period of 2020, and $2.6M for the six month period of 2020, when compared to the same periods in 2019. Sales growth of 19% for the second quarter of 2020 is primarily attributed to the Government of Alberta’s decision to close bars and restaurants to the public due to COVID-19 and recognize liquor retail as an essential service, resulting in consumers turning to liquor retailers in lieu of licensed establishments.
As at August 20, 2020, all locations are open and operational. The novel coronavirus pandemic has had, and continues to have, a notable impact on the Company. The Company's financial results show increased sales, driven by increased demand for liquor product following the onset of the crisis, and continuing through the second quarter. Additional costs were incurred for safety and sanitization measures to ensure our employees are working in a safe environment including; increased sanitation, plexiglass shields at the counters, masks for staff when physical distancing cannot be maintained, social distancing measures within the locations, and restricting the number of individuals in the store at a time.
KEY OPERATING AND FINANCIAL METRICS
Financial highlights, year over year 3 month comparison:
Sales increased by $2.3M or 19% to $14.3M (2019 was $12.0M) with 28 stores contributing to sales at the end of the period in 2020 vs 29 at the end of the period in 2019
EBITDAR* increased by 71% to $1,619,086 (2019 was $947,479)
Net income improved by $993,913 to $970,689 (2019 loss was $23,224)
Gross margin percentage increased to 23.3% (2019 was 22.1%)
Income from operations increased by $671,800 to $1,618,779 (2019 was $946,979)
Financial highlights, year over year 6 month comparison:
Sales increased by $2.6M or 13% to $23.7M (2019 was $21.1M) with 28 stores contributing to sales at the end of the period in 2020 vs 29 at the end of the period in 2019
EBITDAR* increased by 74% to $2,110,349 (2019 was $1,210,488)
Net income improved by $1.4M to $695,507 (2019 loss was $722,721)
Gross margin percentage increased to 22.8% (2019 was 21.8%)
Income from operations increased by $899,877 to $2,109,318 (2019 was $1,209,441)
EBITDAR increased by 71% over the same three month period in 2019 and 74% over the same six month period in 2019 as a result of management's continued focus on competitive pricing strategies, an increase in sales, and the balancing of costs while providing a safe and positive customer experience.
Net income has increased by $993,913 for the three month period, and $1.4M for the six month period in 2020 over the same periods of 2019. The positive impacts to net income are a result of management's continued focus on competitive pricing strategies, an increase in sales and reductions to finance costs in 2020 due to the conversion of the convertible debenture in July 2019. The Company remains focused on delivering efficiency and process improvements while managing operating costs.
Margins have increased from 22.1% to 23.3% for the three month period and 21.8% to 22.8% for the six month period, as the Company has modeled its marketing, pricing and promotional strategies to maximize gross margins. The Company strategizes the timing of Limited Time Offer purchases with in store promotions, to realize margin growth.
Income from operations as a percent of sales increased to 11.3% from 7.9% for the three month period 2020, and to 8.9% from 5.7% for the six month period. The increase in income from operations is a result of the increase in sales while maintaining operating and administrative expenses.
To date, the COVID-19 pandemic has not had a negative impact on the Company's results of operations, however, the Company is not immune to factors beyond its control, including without limitation; forced store closures, labour shortages, potential supply disruptions or other unforeseen circumstances.
At the end June 30, 2020 the Company operated 28 stores. Subsequent to June 30, 2020 the Company sold two stores in Southern Alberta and currently operates 26 stores.
Detailed information in the form of the Company's interim consolidated financial statements and Management Discussion and Analysis are available under the Company's profile on SEDAR at www.sedar.com and also on the Company's website at www.ruminvestor.com. After accessing the website, please choose the "Investor Relations" tab to view Quarterly Reports.
*EBITDAR is Earnings before Interest, Taxes, Depreciation, Amortization and Rent.
About Rocky Mountain
Rocky Mountain owns 100% of Andersons Liquor Inc. ("Andersons"), headquartered in Edmonton, Alberta, which now own and operate 26 private liquor stores in that province, up from 18 stores since the Common Shares began trading in December 2008. It is listed on the TSX Venture Exchange (TSX-V:RUM).
We seek Safe Harbor.
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+83% en ce moment
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Le MicroCapClub a fait une entrevue avec Michael Shearn la semaine dernière. Il s’agit d’un gestionnaire de portefeuille et auteur du livre The Investment Checklist: The Art of In-Depth Research (que j’avais vraiment aimé quand je l’ai lu il y a quelques années).
L’enregistrement est maintenant disponible sur Youtube. C’était vraiment intéressant!
Pour ceux que ça intéresse: Guru s’en va en Bourse
J’imagine que les performances de Celsius, Very Good Butcher pour ne nommer que ceux-ci, ont inspiré quelques-uns de nos banquiers!
@MathieuMartin toujours pas de date pour WeCook?
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Non, la compagnie a décidé de lever une autre ronde de financement au privé (potentiellement la dernière). Une entrée en bourse aurait lieu en 2021 selon ce que j’en sais.
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En hausse de 80% déjà