I recently sold my position in CO2 Gro after owning shares for three years. While I think the technology has merit there have been far too many missteps and delays…
CO2 Gro 2020 results were released on April 28th. While the big contract signing I was hoping for in 2020 did not occur there was a lot of progress made…
NamSys Q1 2021 results were released on March 30th. Revenue grew slightly quarter-over-quarter but declined sequentially for the first time in 12 quarters. NamSys held its annual general meeting on…
Welcome to my Q1 2021 portfolio update. Volatility from 2020 carried over into Q1 2021. My portfolio reached all-time highs only to sink lower with the overall TSX Venture. As…
On March 2nd RIWI 2020 results were released. The 2020 results look strong with 47% revenue growth and a 32% increase in EBIT. RIWI's focus in 2020 was the build-out…
On March 12th I had an interview with Jason Siemens, the COO of NamSys. My goal was to get his thoughts on the business's performance in 2020 and the potential…
On February 25th, NamSys 2020 results were released. NamSys achieved 15% revenue growth in what was a very difficult year for many businesses. When I look back to the beginning…
Welcome to my 2021 portfolio update. 2020 was definitely a roller coaster and I expect when I write my 2022 portfolio update, it will be similar. Thankfully my family has…
On November 16th CO2 Gro Q3 2020 financials were released. There isn't a ton of information that can be learned from the financial statements. Cash on the balance sheet increased…
This past week I sold my entire position in Crescita Therapeutics. In Q3 Crescita collected a $5 million royalty payment that was owed to them by Taro Pharmaceuticals. The collection…