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…
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March 20, 2021
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
Q2 2020 Portfolio Update
Welcome to my Q2 2020 portfolio update. I still don't have a set format for these updates. For this update I'll give one or two lines on each position and…
July 13, 2020
NamSys Q2 2020 Results
On June 24th, 2020, NamSys Q2 2020 results were released. The company continues to show growth in a challenging COVID-19 environment. Revenue was up 14.5% for Q2 and up 19.2%…
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July 7, 2020
Cirreon Banking: The 2nd NamSys Product Brinks Is Launching
After reviewing Brinks Q1 2020 conference call transcript I realized that Brinks is launching Cirreon Banking under their Brinks Complete solution. Brinks is in the midst of launching Strategy 2.0.…
June 20, 2020
Crescita Q1 2020 Results
On May 26th Crescita Q1 2020 results were released. Crescita was cash-flow positive without any milestone or upfront payments from Pliagis agreements. This quarter gives us a good look at…
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June 6, 2020
CO2 Gro 2019 Results | Call With Management
On April 20th, 2020 CO2 Gro 2019 results were released. While revenue did not grow as anticipated the company made significant progress in 2019. A major development for the company…
May 20, 2020
RIWI 2019 Financial Results
On March 5th, 2020, Riwi 2019 financial results were released. The news release can be found here. I had high hopes for RIWI in 2019, and still do. However, 2019…
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March 15, 2020
Keystone Financial Podcast Review
The Keystone Financial Stock Talk podcast is a weekly podcast hosted by Ryan Irvine and Aaron Dunn. They take a look at various companies using different segments like their "Star"…
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March 1, 2020
NamSys Analysis (CTZ.V) (NMYSF)
NamSys Inc. Company Profile: NamSys Ticker: CTZ.V (TSXV) NMYSF (PNK)Website: NamSys.comShare Price: $1.09Market Cap: $29.7 million Shares Outstanding: 27.3 millionOptions and Warrants: NoneCash and Short Term Investments: $4.4 million Debt:…
February 19, 2020