Pour ceux qui ne sont pas abonnés au blog par courriel et qui n’ont pas vu, nous avons publié un article ce matin sur un outil bien intéressant que nous utilisons!
La promotion aux U.S. est vraiment décollé pour Global gardens group (VGM-C), voici un autre vidéo apparue dernièrement
Voici un lien vers le site web de veritasvatillum.com qui se spécialise aussi dans les micro-caps, le lien comprend trois rapports de recherches celui de Network media group, Gatekeeper systems et Médiavalet. Vous pourrez trouver certaines informations utiles. ils ont fait aussi un “facility tour” de IWG Technologies, je vais poster le lien sur le profil de IWG.
Notre prochain 5à7 aura lieu mercredi prochain (8 juin) au Bier Markt Montreal. Ça nous ferait plaisir de rencontrer des membres du forum, vous êtes les bienvenus!
Nous avons vraiment 3 belles compagnies qui présentent pour cet événement (je suis actionnaire des 3 donc peut-être un peu biaisé haha).
Voici le lien pour tous les détails: 5à7 – Cocktail estival Espace MicroCaps
Je surveille présentement VEG-C (Captiva Verde Industries Ltd) Je crois qu’il y a beaucoup de potentiel sur le titre. Plus de 2 millions de ventes au mois de mai seulement. CAPTIVA VERDE ANNOUNCES RECORD MAY 2016 PRODUCTION
Le fondateur Jeff Ciachurski a fait sa fortune en fondant sa compagnie Western wind en 2002 avec 250K en poche et a vendu sa compagnie 10 ans plus tard pour 420 million, voici l’histoire Captiva Verde: growing greens and making money.
HMK.c à surveiller, j’ai pris une position à 0.035$ aujourd’hui
Highmark closes Lightning buy, appoints Rainwater CEO
2016-06-01 09:58 ET - News Release
Mr. Donald Rainwater reports
HIGHMARK MARKETING INC. ACQUIRES LIGHTNING INDUSTRIES INC.
Highmark Marketing Inc. has closed the share exchange agreement entered into on Feb. 1, 2016, with Lightning Industries Inc. and Domenari Capital LLC, whereby the company acquired Lightning Industries.
Share exchange
As consideration for 100 per cent of the share capital of Lightning Industries, the company has issued 40 million common shares to various recipients. The recipients of the purchase shares are entitled to two million common shares of the company if Lightning Industries records a profit for one fiscal year, and two million common shares in the company if Lightning Industries records $3-million in revenues in any of the next three fiscal years. Any purchase shares and bonus shares issued by the company are subject to a stock restriction agreement with a 36-month vesting schedule.
Changes to management and the board
Upon closing of the agreement, Marc Branson resigned from his position as chief executive officer and president, and was replaced in these roles by Donald Rainwater. Mr. Rainwater is the current CEO of Lightning Industries and brings to the company many years of experience with international telecommunication and construction companies, as well as a business network in the oil and gas industry. Mr. Branson will remain with the company in a role as vice-president of corporate development.
Mr. Rainwater has also been appointed to the company’s board of directors. The board now consists of four members: Mr. Branson, David Taylor, Kevin Slichter and Mr. Rainwater.
Name change
In connection with the closing, the company has filed a notice of alteration with the B.C. Corporate Registry to change its name from Highmark Marketing Inc. to Lightning Ventures Inc. The company is currently in the process of submitting the required documentation for the name change to the Canadian Securities Exchange, and will continue to trade under the name Highmark Marketing Inc. and the symbol HMK until such time as the CSE has declared the name change effective. Once completed, the company will announce the market effective date of the name change and its new trading symbol.
We seek Safe Harbor.
Canadian Stocks Storm Back Into Bull Market on Commodities Rally
Canadian stocks surged back into a bull market, propelled by a furious rally in commodities producers and elevating the nation’s equity markets to one of the top performers in the world this year.
The S&P/TSX Composite Index rose 0.6 percent to 14,226.78 Friday, capping a 20 percent rally from a bear-market low of 11,843.11 on Jan. 20. The Canadian equity benchmark has surged 9.4 percent in 2016, the second-most among developed markets tracked by Bloomberg. The index plunged 11 percent last year.
More than C$370 billion ($286 billion) was added to Canada’s resource-heavy equity market in only four months as crude rallied more than 80 percent over that time, stoking growth in the export-oriented economy, the world’s 11th largest, and easing pressure on the balance sheets of lenders exposed to the sector. New Prime Minister Justin Trudeau unveiled in March a budget laden with deficit spending, adding fiscal stimulus to an accommodative interest-rate policy.
“We’ve turned the corner on the freefall in oil prices,” said Kash Pashootan, fund manager at First Avenue Advisory of Raymond James Ltd. in Ottawa. His firm manages about C$260 million. “We’re getting back to more of what I call a normal market where companies are trading based on fundamentals and future forecasts, which was impossible before as no one knew when commodities would bottom out.”
U.S. Fed
Prices for commodities from copper to oil and gold have rallied from the lowest levels in at least 25 years, nearing bull-market territory amid increasing signs of economic stability in China and growth in the U.S., Canada’s two largest trading partners. The Bloomberg Commodity Index, which tracks returns for 22 raw materials, has surged almost 20 percent from a January low after suffering five straight years of declines through 2015. The gauge still remains about 50 percent below the high reached in 2011.
Odds of a Federal Reserve rate hike this summer faded after the U.S. reported weak jobs data for May on Friday, torpedoing the U.S. dollar and boosting the price of resources denominated in the currency. The Canadian dollar rallied 0.93 cents, or 1.2 percent to 77.29 U.S. cents at 4:08 p.m.
Currency Role
“These trends are sustainable as long as the dollar stays well-behaved,” said Jurrien Timmer, director of global macro at Fidelity Investment, in an interview in Toronto. “The last couple of years, the market has been very narrow. And what happens with the dollar depends on the Fed.”
Miners have delivered the biggest individual gains in the index this year, with nine metals producers at the top of the index leading the way with rallies of more than 100 percent. Gold rallied 17 percent in the first quarter, the most since 1986. First Majestic Silver Corp. is the best-performing stock in the index with a 237 percent gain, lifting raw-materials producers to a rally of 43 percent, the best start for the industry in three decades, according to data compiled by Bloomberg.
Crude’s bounce from a 12-year in low in February has also provided a tailwind to Canada’s stock market. Energy producers have surged 35 percent since the S&P/TSX bear-market low, while banks in the S&P/TSX have surged 17 percent.
Bank of Nova Scotia, Canadian Imperial Bank of Commerce, and National Bank of Canada have jumped at least 11 percent this year, leading banks higher as concern eases that loans to the oil patch will pose a threat to lenders’ balance sheets.
Banks Rebound
“What you see with the Canadian banks is a tug of war between pricing in potential loan losses from energy with the fact dividend yields have been so attractive,” Pashootan said. “We saw earlier in the year dividend yields upwards of 5 percent. That was a turning point.”
Indicated yield for Scotiabank sits at 4.4 percent, while CIBC and National Bank yield more than 4.7 percent, data compiled by Bloomberg show.
All told, the broader index trails only New Zealand this year among developed markets, though the S&P/TSX’s rapid rally through the first half of 2016 doesn’t leave much room to grow, said John Stephenson, CEO of Stephenson & Co. Capital Management in Toronto.
“The TSX will sort of plateau,” he said. Stephenson’s firm manages about C$50 million. “You might get another percentage point or two next month, but it’s looking pretty front-loaded.”
Energy Conviction
First Avenue’s Pashootan is more optimistic and is on the hunt for energy names to add to his existing holdings including Enbridge Inc. and Keyera Corp. His weighting in commodities has doubled to about 8 percent of his portfolio from 4 percent in 2014.
“We have conviction in energy so we’ve started to add,” he said. “There’s been a shift from our pessimism of even three months ago to now. Given we’re off the bottom, now is the time you want to start building your positions for where things will be two, three, four or five years from now.”
PLC.V Park Lawn corp. je suis dans cette cie depuis un cetain moment. Moins risqué que les MC typiques mais ca fait du bien parfois. Le Q1 est sortie recemment avec 58%rev growth, 29%ebitda growth. On arrive aussi à un point technique intéressant à 12,7-12,8.
Est-ce possible de développer un peu sur le point technique?
Je suis aussi cette cie depuis maintenant un an. Jaime bien la stabilité de lindustrie des services funeraires et son potentiel moyen long terme. Jai deja été actionnaire de Arbor memorial qui a été privatiser il y a quelque années et qui etait beaucoup plus gros que Park Lawn . A ma connaissance cest la seul cie public au Canada dans cette industrie aux barrières à l’entrée très élevés.
Le titre est un peu cher vs ses comparables americains mais elle a un plus beau bilan et son potentiel de croissance organique et surtout par acquisition(lindustrie est très fragmenté avec beaucoup de proprio sur le bord de la retraitre)est plus important. Je met laisse encore un trimestre ou deux pour voir comment lintegration des dernières acquisitions se déroulent . En résumé je crois que cest un titre qui peut donner un 10% de rendement annuel en plus du 4% de dividende avec un risque beaucoup moin important que la moyenne.
Aujourd’hui j’ai pris une position dans BVO-V , pour connaître l’histoire de cette compagnie je vous inclus un lien trouvé dans mes recherches In the Garden: Jack Benne has a gift for growing great plants. cette compagnie est rentable et je la considère sous-évalué. Voici leur dernier trimestre Bevo Agro earns $883,860 in Q3 fiscal 2016
Site web de Bevo agro
Shares Issued 25,535,933 Shares held by management: approximately 16 million.
Bonne lecture a tous
Captiva verde en négociation pour une acquisition d’une technologie pour réduire l’utilisation d’eau en agriculture.
Captiva in talks to buy water-cost-saving technology
2016-06-22 19:12 ET - News Release
Mr. Jeff Ciachurski reports
CAPTIVA VERDE ANNOUNCES NEGOTIATIONS FOR GAME CHANGING TECHNOLOGY
Captiva Verde Industries Ltd. is in negotiations for the acquisition of a revolutionary patented technology to reduce important water costs in agriculture. This technology has significant potential for other industries for reducing costs such as domestic residential users.
The company is reviewing the patent(s), conducting its due diligence and negotiating for the best outcome to acquire this significant water-related asset.
Captiva Verde will update its shareholders on the progress of the negotiations.
Jeff Ciachurski, chief executive officer of Captiva Verde, states: “I had taken Western Wind Energy from a few thousand dollars of initial capital to a $420-million sale to a $180-billion asset manager. I intend to do the same with Captiva Verde.”
We seek Safe Harbor.
Vues les turbulences en Europe. Pensez-vous que cela pourrait avoir des effets sur le monde des micros cap à court moyen therme? Vos idées et hypothèses.
Bah… oui et non, ils peut avoir des drops temporaires, surtout quand les marchés plantent comme ces 2 derniers jours, ca peut créer des belles opportunités dans certains titres. Cependant, les microcaps sont beaucoup moins affectés par ces volatilités par rapport aux compagnies que les institutions transigent…
Mais la creme fini toujours par remonter a la surface (si la compagnie est du solide, elle va revenir a ses niveaux quand meme… ce sont les coquilles vides qui ne s’en remettent pas habituellement)
Puis qu’est que ton évaluation te dit au sujet de yty.v?