Up North Value (@upnorthvalue) 's Twitter Profile
Up North Value

@upnorthvalue

Value and special situation investor with a primary focus on the Canadian market.

ID: 1334492937669980164

calendar_today03-12-2020 13:41:32

405 Tweet

617 Followers

806 Following

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Adding to $MDP.to here. Drop on Friday was unjustified. My view is that the new 100% pharma tariffs will not apply to drugs manufactured in the EU (capped at 15% under previously agreed trade deal).

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$TBRD Q4 results were okay. Actually delivered on EBITDA guidance of +10 YoY. However, not providing an outlook was foolish. They are already 25% through their fiscal and have contractual revenues & said revenue slipped from Q4 to Q1. Should have provided an EBITDA outlook range.

Jason Senensky (@chaptwelvecap) 's Twitter Profile Photo

Fairfax blocked the sale of Avante in March 2022 at $1.75/share. More than two years later, it offered $1.15/share, eventually reaching $1.50/share for the company. To discover who someone is, see how they behave when they think no one is watching. newswire.ca/news-releases/…

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$TBRD Everyday it appears there is an anonymous seller with endless shares to sell. There are not many shareholders with that position size, wonder who is selling at these levels. Company needs to reach out to the seller and buy their shares via a block trade or continue the NCIB

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$CWL.to results out. -professional fees were up 44% in the current quarter compared to the prior year, reflecting both higher partner productivity and increased client activity -has increased the quarterly dividend to 1.0 cent per common share, a 300% increase

Investorfile (@ifgerrywimmer) 's Twitter Profile Photo

⭐️⭐️⭐️ BEST PICK: $CWL.TO Caldwell Partners is a BEST PICK since C$0.74 Last close: C$0.76 Dividends paid during coverage: C$0.575/share Key takeaways from Caldwell Partners' Fiscal 2025 financial results: 1. Significant growth: Q4 revenue up 42% to $31.6M; full-year revenue up

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Two SEDI filings by Frank Giustra for two small stock sales made all the back in 2023. Another clue that I think some sort of transaction will be announced this week. $TBRD

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$TBRD shareholder vote on the acquisition scheduled for January 12, 2026. Deal should be closed early in Q1 2026. Share price trading 11% below offer price of $1.77, seems like a no brainer to buy more and hold until sale.

$TBRD shareholder vote on the acquisition scheduled for January 12, 2026. Deal should be closed early in Q1 2026. Share price trading 11% below offer price of $1.77, seems like a no brainer to buy more and hold until sale.
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$BAMI.to needs to upgrade from OTC Pink Sheets to OTCQX asap. More liquidity and transparency for US investors. A lot of $TBRD volume comes from its OTCQX listing. Email $BAMI.to IR to express this view at [email protected]