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Weekly Summary - QIS Blog – June 9, 2017 - June 9th 2017



Weekly Summary - QIS Blog – June 9, 2017

 

 

Upcoming Events

 

The QIS Capital Feature Company profile for Fairmont Resources (FMR:TSX-V) is in the process of being updated with the company’s latest news announcements. We'll inform everyone once the new version of this profile is posted online.

 

Looking ahead for the rest of 2017, we’ll be conducting a little more independent stock research with the intent to produce and issue some more Independent Research Reports on some of the quality companies that we look into.

 

We are always looking for new investment ideas and are open to researching any promising companies discussed in this forum or presented to us via email or phone call. As always, we have a preference for those stocks which are fundamentally sound, undervalued and underfollowed.

 

 

Recent Events

 

The QIS Capital company profile for NTG Clarity Networks (NCI:TSX-V) has been updated and posted in the Feat Companies section of the website.

 

NCI Profile Page: http://www.smallcaps.ca/feature-companies/ntg-clarity-networks-inc-nci-tsx-v

NCI Profile PDF: http://www.smallcaps.ca/documents/qT6YXp8x/NCI1706.pdf 

 

The latest QIS Capital Update was sent out on June 1, 2017 with the latest news from Fairmont Resources (FMR:TSX-V) and NTG Clarity Networks (NCI:TSX-V).

 

View the update at: http://www.smallcaps.ca/updates/qis-update-6-2017-fairmont-resources-corporate-update-and-q1-results-from-ntg-clarity-networks

 

 

To receive QIS Capital’s email updates directly in your inbox as they are issued, please sign up for free at: http://www.smallcaps.ca/investor_signup. We typically send out 3-4 email updates per month.

 

 

Market News

 

During the trading week that was highlighted by the James Comey Senate hearing in the U.S., large cap markets continued to push forward while the TSX Venture index lost some ground. The S&P TSX Venture Composite Index delivered a loss for the second week in a row, losing 9.78 points to close on Friday at 791.20. Canada’s benchmark index, the S&P TSX Composite Index, ended up slightly higher after this week’s trading. The TSX Composite added 30.46 points to close out the week at 15,473.21 points. Down in the United States, during a hectic week in the political world, the Dow Jones Industrial Average continued to break out into uncharted territory, setting another new all-time high of 21,305.35 points. The benchmark US index added a total of 65.68 points on the week, closing on Friday at 21,271.97 points, its highest ever closing level.

 

Tax Freedom Day today means we're finally working for ourselves, Fraser Institute claims

http://www.cbc.ca/news/business/tax-freedom-day-1.4151593

 

Five signs of investor fatigue, from excessive short-termism to the pot bubble bursting

http://business.financialpost.com/investing/investing-pro/five-signs-of-investor-fatigue-from-excessive-short-termism-to-the-pot-bubble-bursting

 

Growing gap between market winners and losers is good news for active management

http://business.financialpost.com/investing/investing-pro/growing-gap-between-market-winners-and-losers-is-good-news-for-active-management

 

Investment diary advice, Amazon at $1,000 means nothing, and why you need to prepare for the downturn now

https://www.theglobeandmail.com/globe-investor/investment-ideas/gi-newsletter/article35230178/

 

The Week Ahead: Fed and BoE rate decisions

http://www.bnn.ca/the-week-ahead-fed-and-boe-rate-decisions-1.774809

 

 

Company to Watch

 

Siyata Mobile (SIM:TSX-V) recently presented at our May 4th conference in Vancouver when the company was trading at $0.435 per share. The company has since announced a series of news releases including a new vendor agreement on June 8 that resulted in a share price as high as $0.72/share.

 

News Release: http://www.siyatamobile.com/news/vendor-agreement-receives-first-po-leading-global-two-way-radio-vendor/

 

Summary:

 

  • SIM signed a vendor agreement and a PO from a "leading global 2-way radio vendor"

 

  • SIM will provide this vendor with both its rugged devices and commercial vehicle devices ‎with PoC (push-to-talk-over-cellular) capabilities to the vendor's enterprise and government customers

 

  • Recall SIM has an agreement with PoC vendor Kodiak, a private company who is very strong in the carrier channel. Therefore this new deal provides a complementary channel for SIM. Also recall in May 2017, Motorola Solutions (MSI) announced it will be acquiring Kodiak. No terms disclosed.

 

  • PoC (push-to-talk-over-cellular) i.e. instant communication, like a walkie-talkie, may be the killer app to catalyse sales of the company’s flagship products.

 

  • The number of commercial vehicles with two-way radios that need PTT (Push-to-Talk) compatible devices in Canada and the U.S. is of ~12M. Clearly, a massive potential install base, and these devices sell at a higher price point at $500–$800 each, implying a market opportunity of ~$5.5 billion.

 

  • Ruggedized handsets with PoC (Push-to-Talk over Cellular) capabilities, the market of the Uniden U620, are estimated to reach 5.6-million units by 2019. With a $300 ASP, this implies a $1.7-billion TAM by 2019.

 

Canadian Small Caps

 
Canadian Small Caps

CLICK HERE to view the presentations from the Spring 2016 Small-Cap Conferences.

We are pleased to publish the PowerPoint presentations from The Small-Cap Conferences that were held in Calgary on March 30, 2016 and in Vancouver on May 3, 2016.

We encourage investors to review the presentations and contact the companies with any further questions.

www.smallcapconference.ca/presentations.php
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