Microcap
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Deciphering Nubeva
The situation at Nubeva looks pretty darn good – at least as far as I can see. As things evolve, the numbers should become clearer, and the road ahead from a valuation perspective more predictable. Continue reading
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How Time Flies – Almost 3 Years in Review
My original intent in the strategy was to focus on a select group of investments (5) and build good size positions in them and hold them until my thesis on each played out. Things shaped up a little differently. Continue reading
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Achieve Life Sciences, Asymmetry and Position Size
I’m building a position in Achieve Life Sciences (ACHV-NASDAQ). It is a simple thesis. They have a drug candidate, Cytisinicline, in final P3 confirmatory testing for smoking cessation. They’ve also begun P2 testing on the drug for Vaping cessation. Results from Initial P3 testing for smoking cessation are excellent. The drug demonstrated a high degree… Continue reading
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Thoughts on Nubeva Technologies
Nubeva Technologies (TSXV – NBVA) has the potential to be a great company. Its success will be based on the commercialization of it’s technology – A patented, novel software that intercepts and reverses ransomeware. Continue reading
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Plurilock Update
I think that PLUR’s strategy of growth by acquiring distribution and channeling its high margin software solutions through those companies will prove successful in the next 12-24 months. Continue reading
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Optimistic Musings on the DTM5 Holdings
“Optimism is a strategy for making a better future. Because unless you believe that the future can be better, you are unlikely to step up and take responsibility for making it so” Noam Chomsky Continue reading
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Unlocking Plurilock
The Canadian Microcap market is full of many interesting, earlier stage companies with novel technologies they are trying to commercialize. Robotics, Software, Pharmaceuticals, Medical Technology….the list goes on. They all have one thing in common – A great story. The art and science of investing in this space is to identify which stories have a… Continue reading
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Nubeva and the DTM5 Equation
Nubeva has developed novel software technology that dramatically improves encryption / decryption processes, and have expanded it into ransomware reversal and decryption. Continue reading
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Getting Lucky With LUCK
When I look at Real Luck Group (TSX – LUCK) I think of baccarat. The odds might be slightly negative, but it looks like a fun place to make a bet. Continue reading
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Sunday Small Cap Comment – Skylight Health Group
I spent some time this weekend digging into Skylight Health Group (TSX: SHG) Skylight Health is an interesting company. Based in Canada, it is an early stage consolidator of US primary care medical practices. Its business model is to acquire individual and regional primary care medical practices at a private company valuation (3-7x EBIT), get… Continue reading