Stockhouse Podcasts

18
Sep
13
Sep

Podcast #48: Teranga Gold

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Taking a mine to production is not an easy feat. With depressed conditions in the mining sector in recent years, it has become especially challenging. So when a company announces it is preparing to construct a second mine, that’s big news.

That’s the news being reported last week by Teranga Gold Corporation (TSX: TGZ, OTCQB: TGCDF, ASX: TGZ, Forum). On September 7, 2017; the Company released a much-awaited Feasibility Study on its Banfora Project. Teranga’s operations are based in West Africa, a region currently producing many gold discoveries.

The Company’s flagship project is its Sabodala Gold Mine, located in Senegal. Sabodala is expected to generate $80 million in cash flow over the next two years, and a total of $230 million over the next five years. This puts Teranga in a solid position to fund development and construction of the Banfora Project – which has an estimated price tag of $232 million.

The Banfora Project is based in Burkina Faso, another West African nation. Burkina Faso boasts ten discoveries of 3 million ounces of gold or more in recent years. Banfora is reporting initial gold reserves of 1.2 million ounces. However, the Company is presently engaged in infill drilling, and expects to produce an updated reserves estimate in the first half of 2018.

Stockhouse recently caught up with Teranga’s CEO, Richard Young, to get the latest news on the Banfora Project as well as an update on overall operations.

8
Sep

Podcast #47: Theralase Technologies

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Lasers in healthcare? It’s old news. From laser eye surgery to pain management, laser technology has already made a big impact on the healthcare industry.

Using lasers to cure cancer? That’s a different story. Laser technology has been introduced to help treat cancer, in various ways. Theralase Technologies Inc. (TSXV: TLT, OTCQX: TLTFF, Forum) is going beyond these therapies – way beyond.

The Company’s proprietary laser technology is currently being tested to not merely treat cancer, but to destroy certain forms of cancer. Here it is important to note that this research is targeting internal forms of this dreaded disease that currently provide poor options (and outcomes) for patients.

The Stockhouse audience has already been introduced to Theralase, in a feature article from April 13, 2017. That article posed the question, “Is a Trojan Horse the key to curing cancer?”

Lasers, Trojan Horses, curing cancer – pretty exciting stuff.

The important point for investors is that this is not merely theoretical. TLT has already advanced well beyond the “pre-clinical testing phase”, involving non-human test subjects. The Company is now into full clinical testing – human testing. This is the final “proof of concept” work which is necessary before obtaining regulatory approval and being able to take its potentially revolutionary technology to market.

Stockhouse recently had the opportunity to sit down with the Company’s President and CEO, Roger Dumoulin-White, to hear about the latest developments with this cutting-edge healthcare technology.

21
Aug

Podcast #46: Molori Energy Inc

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Molori Energy Inc. (TSX: V.MOL, OTCQB: MOLOF, Forum) is a junior oil-producer with established production and reserves in the Texas Panhandle. The Stockhouse audience is rapidly becoming familiar with the Molori story.

On June 1st, Stockhouse published a feature article on the Company. That original piece pointed to MOL’s strong growth profile in both production and revenues since it started working its Panhandle leases. More importantly, investors were alerted to the additional blue-sky potential, Molori’s low risk exploration drill program for these operations.

I spoke with Molori’s CEO Joel Dumaresq on July 17th where we got an update on what Molori has dubbed “a Company game-changer”: the Red Cave exploration drill program. In addition, Molori’s CEO summarized the compelling metrics on the Red Cave formation.

Today, Joel Dumaresq is back, having announced on August 9th that the first of MOL’s three Red Cave wells was permitted and will soon be spudded with results anticipated by the end of August.  As MOL launches its much-anticipated Red Cave drilling, Molori’s CEO is here to provide greater detail on the next step in the Company’s Texas growth strategy.

11
Aug

Podcast #45: First Majestic Silver – Keith Neumeyer interview

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Silver is a precious metal. It is used as money (still). It is used in jewelry. Over the last century; numerous important industrial uses for silver have emerged. In other words, by any objective metric silver is more valuable than ever.

For over 4,000 years; the silver/gold price ratio averaged 15:1. This reflects the natural supply of the two metals in the Earth’s crust, 17:1. However, today, despite silver being more valuable than ever, it’s price ratio versus gold has expanded, not declined. The current ratio is at an extreme level of roughly 75:1 – five times the normal ratio.

There are no reasonable explanations for this differential. In absolute terms, in the 1990’s the price of silver was driven to a 600-year low, in real dollars. This bankrupted well over 90% of the world’s silver mines. Since that time, silver has been in a permanent supply deficit.

For over 4,000 years, the vast majority of the world’s silver came from primary silver mines. Today, more than 70% of our silver comes as a byproduct of other mining. There is only one reason for this dramatic shift in silver mining: the price of silver is much, much too low. If the price of silver rose sufficiently (becoming more in line with the price of gold), most of our silver would once again come from primary silver mining, restoring health to this important metals market.

4
Aug

Podcast #44: Wellness Lifestyles Inc

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Our healthcare system is a huge and growing industry. However, part of the reason for the spiralling growth-rate of this sector is because conventional healthcare is a failing system. With our aging populations, demands on our healthcare system are increasing far more rapidly than the capacity to pay for these expenses. The system must change or collapse.

Bringing necessary change to the healthcare “ecosystem” is the mission of Wellness Lifestyles. Conventional healthcare simply cannot continue to treat all the increasingly frequent and increasingly serious medical problems of our aging societies.

Wellness Lifestyle’s answer to this dilemma? Focus on “wellness” and preventative therapies.

The Company is positioning itself to fill a huge market niche, identified by noted investment consulting firm, PricewaterhouseCoopers.

To quote: “The US health industry is a $5 trillion ecosystem dominated by care delivery. Over the next decade, the balance will likely shift, with growth in wellness and platforms and support.”

This is not so much a prophecy from PwC but rather simple, common sense. Our aging populations are requiring increasing moreservices. Our debt-ridden governments have less and less capacity to meet these demands. Something has to give. Either our societies become more focused on wellness, preventative care, and greater technological efficiencies or we will face a health catastrophe – in the near future.

17
Jul

Podcast 43: Molori Energy Inc.

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The oil industry is becoming an ever more-challenging sector in which energy companies must navigate. Price volatility continues to increase and supply/demand fundamentals seem to change almost month to month.

In such an environment, it requires an experienced and astute management team to adapt to such market conditions. Molori Energy is an oil company which has demonstrated the capacity to adapt to whatever operational challenges it faces.

Molori has recently established itself in the Texas oil environment.  This move was facilitated through choosing a strong operational partner. The company has seen tremendous growth in production and revenue, rising 900% and 580% respectively from May 2016 to May 2017.

Molori is now seeking much more lucrative production from its Texas leases via “fracking” – in a geological formation known as the Red Cave. But successfully navigating current conditions in the oil market means more than just managing operations. It is also necessary for 21st century oil companies to be able to manage oil prices.

In June, the Company reiterated and discussed its long standing hedging strategy. Energy companies adopt hedges to mitigate the business risks associated with energy price volatility. Stockhouse recently had the chance to speak with Molori Energy, and learn more about the Red Cave and the Company’s updated hedging strategy.

The oil industry is becoming an ever more-challenging sector in which energy companies must navigate. Price volatility continues to increase and supply/demand fundamentals seem to change almost month to month.

In such an environment, it requires an experienced and astute management team to adapt to such market conditions. Molori Energy is an oil company which has demonstrated the capacity to adapt to whatever operational challenges it faces.

Molori has recently established itself in the Texas oil environment.  This move was facilitated through choosing a strong operational partner. The company has seen tremendous growth in production and revenue, rising 900% and 580% respectively from May 2016 to May 2017.

Molori is now seeking much more lucrative production from its Texas leases via “fracking” – in a geological formation known as the Red Cave. But successfully navigating current conditions in the oil market means more than just managing operations. It is also necessary for 21st century oil companies to be able to manage oil prices.

In June, the Company reiterated and discussed its long standing hedging strategy. Energy companies adopt hedges to mitigate the business risks associated with energy price volatility. Stockhouse recently had the chance to speak with Molori Energy, and learn more about the Red Cave and the Company’s updated hedging strategy.

27
Apr
22
Mar

Podcast #42. Zomedica Pharmaceuticals Corp

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Stockhouse investors tend to be resource investors: primarily mining and energy. This is not surprising given that Canada is a resource-rich nation and the global capital for the junior mining industry. But what about diversification? Even the most enthusiastic resource investors generally want at least some exposure to other sectors.

Why not animal health? Healthcare is a growth industry with respect to human health, but it’s a mature industry where large cap companies control most of the sector. In contrast, animal health is an emerging growth sector in the healthcare space, offering a level of blue sky potential not available in human healthcare.

The pet-pharma market alone is a $10 billion a year market. In this large-and-growing sector, roughly 60% of all drugs dispensed for use on companion animals like dogs and cats and horses are human drugs, designed for human physiology. This opens up a tremendous opportunity for companies producing pharmaceuticals and related products specifically for animal healthcare. One of the companies seeking to fill this large void is Zomedica Pharmaceuticals Corp (TSX: V.ZOM, OTCQB: ZOMHF, Forum).

In contrast to human pharmaceutical products, drug development for companion animals is lower risk thanks to the less costly R&D model and shorter regulatory process. This adds up to the capacity to deliver pipeline value much earlier when compared to a human pharma company.

The greatest opportunity for investment in animal health is right here in North America. The U.S. alone has 57,000 practicing veterinarians focused on companion animals. We love our pets. We want them to receive quality healthcare. Zomedica’s mission is to assist veterinarians in providing a superior level of health for companion animals – while capitalizing on the market opportunities in this under-served sub-sector.

 

http://www.zomedica.com/

10
Feb

Podcast #41: Luminor Medical Technologies

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Luminor Medical Technologies Inc. had a two-part mission. The first challenge was to design a superior means for people with diabetes and pre-diabetes to obtain an accurate diagnosis of their condition. The goal is to save lives, and improve the quality of life for diabetes/pre-diabetes sufferers. According to the World Health Organization:

The starting point for living well with diabetes is an early diagnosis – the longer a person lives with undiagnosed and untreated diabetes, the worse their health outcomes are likely to be.

The numbers here are sobering:

  • 422 million adults live with Type-2 diabetes and more than 1.1 billion have pre-diabetes, 272 million diabetes sufferers are undiagnosed.
  • Blood glucose testing (the standard diabetes test) is available in less than 50% of the developing world
  • In China alone; >600 million people are estimated to currently suffer from diabetes or pre-diabetes, with more than half unaware of their condition

Besides efforts in treating and preventing diabetes, screening for diabetes is paramount. But why is modern medicine performing so poorly in diagnosing diabetes around the World? Researchers submit that some of the reasons are related to the fact that tests are time-consuming, need a complex laboratory setting and validation, or require prolonged fasting.

Luminor’s solution to this health crisis is its Scout DS® Diabetes Screen. While offering equal reliability with conventional testing, the Scout DS is faster, easier to use, and non-invasive (no needles/blood required). In addition, there is no fasting requirement prior to testing.

This leads Luminor’s management team to the second part of their mission: bringing the Scout’s life-saving/life-improving technology to the world, and selling Scout DS® devices to nations around the world which have an urgent need for this technology.