September Quick Update - $CSW/A.to & $CSW/B.to, $OSS.v, $XTC.to

• Corby Spirit and Wine Limited (tse: $CSW/A.to & $CSW/B.to)

  • Released their fiscal Q4 and AIF

  • Nothing material to add

  • Still yielding close to 6% and trading at 10x FCF

• OneSoft Solutions ($OSS.v)

  • Released a private preview version that incorporates Cathodic Protection survey data

  • My understanding is that this will help expand their TAM beyond In-Line Inspection

  • Shares have performed well in the last month being up about 20-25%

• Exco Technologies ($XTC.to)

  • An early warning report was filed as Kernwood purchased 7.3 mil shares in the open market

  • This equates to 18.5% of the outstanding shares

  • Kernwood is based in Toronto and owns some familiar Canadian names