Jan 2022 - $OSS.v, $ISDR, $VLN.to, $FRII.to, $RELL, $URB/A.to

Thoughts on Market Activity

Pretty much nothing happening in the markets these days. It’s been an eventful start to the year. I have been rotating money out of lower conviction ideas and moving into existing holdings or companies that I feel I can understand the odds of winning better.

What I’m Reading

• Subtract by Leidy Klotz

Posts this month

• Cipher Pharmaceuticals - $CPH.to

• O&G Activity Canada

• Redishred Update – $KUT.v

• Pulse Seismic Update - $PSD.to

Developments on Companies Mentioned

• OneSoft Solutions - $OSS.v

  • Business arrangement with Entegra

• Issuer Direct - $ISDR

  • New CFO

• Velan - $VLN.to

  • Reported fiscal Q3 2022

    • Results were decent and backlog is steady

  • I have liquidated my holdings and deployed the capital into other opportunities, I will no longer be updating VLN

• Freshii - $FRII.to

  • Strategic Partnership with 7-Eleven

• Richardson Electronics - $RELL

  • The company reported a strong quarter and the stock has performed well

  • I have stopped following the company closely and won’t be updating it further

• Urbana Corp - $URB/A.to

  • Announced a dividend of $0.10 per share (up from $0.09 last year)

  • I have liquidated my holdings and deployed the capital into other opportunities, I will no longer be updating URB

Long $OSS.v, $ISDR, $FRII.to