CO2 Gro 2020 Results
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…
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May 26, 2021
NamSys Q1 2021 Results & AGM
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…
May 14, 2021
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Q1 2021 Portfolio Update
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…
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April 28, 2021
RIWI 2020 Results
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…
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April 20, 2021
Interview with Jason Siemens | NamSys COO
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…
March 20, 2021
Source: Brinks 2020 Earnings Presentation
NamSys 2020 Results
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…
March 15, 2021
2021 Portfolio Update
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…
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January 19, 2021
CO2 Gro Q3 2020 Financials
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…
December 21, 2020
Why I Sold Crescita Therapeutics
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…
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December 1, 2020
RIWI Q3 2020 Financials
On November 10th RIWI Q3 2020 financials were released. Right off the bat, it was a disappointing quarter. Revenue was down compared to Q3 2019 and down consecutively compared to…
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November 13, 2020