Stockhouse Podcasts

15
Jan

Podcast #57: Universal mCloud Inc

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Creating a state-of-the-art technology platform is not easy. It requires investments of tremendous amounts of time and energy, with (inevitably) considerable expense. One way to expedite this development curve is through key acquisitions. A case in point is Universal mCloud Corp.

The Stockhouse audience is rapidly becoming familiar with MCLD, first in a Stockhouse news feature, and then in a full-length feature article. The center of the MCLD business model is IoT, the “Internet of Things”, touted by leading industry icons as nothing less than “the third wave of the internet”.

More specifically, the Company uses an IoT cloud-based platform to take hi-tech Asset Care™ to the next level. As our infrastructure becomes increasingly sophisticated, maintenance of such advanced (and expensive) infrastructure requires cutting-edge technology. This is MCLD’s mission.

This is a market so enormous that management has made a strategic decision to focus on three general categories of asset classes:

  • HVAC (Heating, Ventilation, Air-conditioning)
  • Wind turbine diagnostics
  • Electrical transformer diagnostics

What these asset classes share in common are two important characteristics: requiring round-the-clock analytics and diagnostics, and performance optimization is of particular importance. These are asset classes (and client bases) that foster maximum revenues, and thus margins.

More recently, this mandate has been broadened by two strategic acquisitions. The January 4, 2018 acquisition of nGrain Inc. has already been covered in the previous news feature. On January 10, 2018; MCLD announced its second strategic acquisition: CSA Inc.

Stockhouse recently had the opportunity to chat with MCLD’s President and CEO, Russ McMeekin. The Company’s CEO is here today to explain the importance of this acquisition, and connect the dots on MCLD’s business model.

FULL DISCLOSURE: Universal mCloud Inc. is a paid client of Stockhouse Publishing.

8
Dec

Podcast #56: GoldMining Inc

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What is up with the gold market? Gold mine production is now falling. Mine reserves for the gold mining industry are at a 30-year low. Yet the price of gold is languishing below the minimum price level necessary to sustain the industry.

Large-cap gold mining companies like to point to a statistic they call the “all-in sustainable costs” of their gold production. But those are fantasy numbers. They don’t take into account the price level necessary to support the junior gold mining companies who find almost all of the gold that is mined by these senior mining companies.

What price level is really required to sustain the gold mining industry, and thus the gold market itself? There is no precise answer to that question. But it became nearly impossible for these junior miners to continue to fund their operations as soon as the price of gold descended below $1,500/oz (USD).

While capital-raising became a little easier for these companies in 2016, depressing conditions persist throughout most of the gold mining industry. Where is the price of gold headed in 2018? What price level is necessary to sustain the gold mining industry, and replenish depleted reserves?

Stockhouse recently had the opportunity to “talk gold” with Byron King, an honours graduate in geology from Harvard University, and editor of the Gold Speculator. Byron will be talking to us today about his top pick for investors and why you should be excited to take advantage of it.

 

FULL DISCLOSURE: GoldMining Inc is a paid client of Stockhouse Publishing.

5
Dec

Podcast #55: Greenfields Petroleum Corp

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Momentum continues to build for Greenfields Petroleum Corporation (TSX: V.GNF, OTCQB: GEEPF, Forum). In 2010; the Company became a minority partner in the redevelopment of the huge Gum Deniz Oil Field and Bahar Gas Field located in the shallow waters of the Caspian Sea in Azerbaijan. By 2016; the opportunity arose for GNZ to take control of these projects as the majority operator.

These are major producing fields. Gum Deniz has produced over 212 million barrels of oil in the six decades the field has been in production. Bahar has yielded 4.3 trillion cubic feet of natural gas since 1969.

Even more recently, management’s attention turned toward solidifying Greenfield’s balance sheet. On October 31, 2017; the Company announced a significant agreement to restructure its senior secured debt. One of the primary aspects of this restructuring is to extend the maturity date of this secured debt from March 31, 2018 to January 15, 2020. In addition all outstanding common share purchase warrants held by the senior lenders were terminated.

In doing this, this makes more capital available to the Company to expedite the redevelopment of these world-class fields. This week, Greenfields announced an MOU with its minority partner, SOCAR, to engage in new development drilling of some especially prospective natural gas targets.

Stockhouse recently had the chance to sit down with Greenfield’s CEO, John Harkins so he could explain the new restructuring and expand upon the new opportunity with respect to the upcoming drilling.

 

FULL DISCLOSURE: Greenfields Petroleum Corp is a paid client of Stockhouse Publishing.

1
Dec

Podcast #54: Cobalt Power Group

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The “cobalt story” is becoming increasingly familiar to metals investors. The explosion in the electric vehicle market has led to surging demand for the lithium-ion batteries that power these vehicles. In turn, battery-makers are scrambling to source sufficient supplies of the metals that go into these batteries.

In particular, the cobalt market is already showing signs of stress. With cobalt production almost exclusively (98%) a byproduct of copper and/or nickel mining, this makes increasing the supply of cobalt especially challenging. Compounding this issue, Tesla Motor’s CEO, Elon Musk, has famously stated his intention to use North American metals sources for all North American “Gigafactory” production.

From where will this additional cobalt come? One of the companies looking to answer that question is Cobalt Power Group Inc. (TSX: V.CPO, OTCQB: CBBWF, Forum), symbol “CPO”. Cobalt Power is seeking to develop prospective cobalt properties in Canada’s “Cobalt Camp”, situated in Northern Ontario, centering around the town of Cobalt, Ontario.

The Company’s flagship property is the Smith Cobalt Property, a land package which now totals 1,170 hectares in size. CPO has focused on developing this property, but is also busy adding additional properties that are prospective for cobalt exploration.

Stockhouse recently had the opportunity to sit down with the President and CEO of Cobalt Power Group, Dr. Andreas Rompel, to discuss CPO’s operations and its long-term strategy for unlocking market opportunities in the cobalt sector.

 

FULL DISCLOSURE: Cobalt Power Group Inc. is a paid client of Stockhouse Publishing.

15
Nov

Podcast #53: Nutritional High International

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Cannabis has come to Canada. It’s already here in terms of medicinal usage. It’s coming soon in terms of the recreational market. But cannabis is coming to the United States too. It’s evolution in the U.S. is on a state-by-state basis. However, because of the much larger American population, this already means even greater economic potential in the U.S. than for the entire Canadian market.

Just one state – California – represents a larger cannabis market than all of Canada. Recreational cannabis is already legal in California, along with seven other U.S. states.

This has lured a number of Canadian cannabis companies to base their operations in the U.S. One of these companies is Nutritional High International Inc (CSE: EAT, OTCQB: SPLIF, Frankfurt: 2NU, Forum) [symbol “EAT”]. As its name implies, one of EAT’s focal points is the high-margin market for cannabis edibles products. It’s equally involved in high-margin cannabis extracts.

In a Q&A from May 2017; CEO Jim Frazier discussed EAT’s cannabis business. At that time, Nutritional High’s U.S. operations were spread across four states. Along with the enormous California market, the Company is also active in Colorado, Illinois, and Oregon.

Today we interview David Posner, Chairman of Nutritional High. He’s looking to talk about acquisitions, joint ventures, and Nutritional High’s growth strategy.

 

FULL DISCLOSURE: Nutritional High International Inc. is a paid client of Stockhouse Publishing.

7
Nov

Podcast #52: Friday Night Inc

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Las Vegas is well-known as a global party capital. Nevada is one of eight U.S. states that has fully legalized adult use of cannabis. It doesn’t take a genius to connect the dots on this business opportunity.

In terms of public companies, first out of the starting block in looking to capitalize on this opportunity is Friday Night Inc. (CSE: TGIF, FWB: 1QF, OTCQB: VPGDF, Forum). This Canadian-based cannabis company already has a significant foothold in this market, via its acquisition of Alternative Medicine Association (AMA).

AMA is a local, vertically integrated Las Vegas cannabis enterprise, with cultivation operations and a robust line of retail cannabis products. AMA is presently operating a 12,000 sq. ft. facility, with 5,000 sq. ft. devoted to cannabis cultivation. But not for long.

On August 25, 2017; Friday Night announced a Nevada land purchase agreement to acquire 1.39 acres of land already zoned for cannabis cultivation. The site is suitable for a 33,000 sq. ft. cultivation facility, providing up to 66,000 sq. ft. of canopy, in a two-tiered cultivation model.

On October 16, 2017; the Company announced that AMA has received preliminary approval by Clark County for this proposed facility. Final approval is anticipated by November 8th, at which time Friday Night will finalize its land purchase and move to quickly commence construction.

After a quiet summer where valuations pulled back, Canadian cannabis companies have recently been seeing stronger sentiment and rising valuations again. Today, Friday Night’s CEO, Brayden Sutton has checked in to provide the Stockhouse audience with an update on TGIF.

26
Oct

Podcast #51: Molori Energy

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These are exciting days for Molori Energy Inc (TSX: V.MOL, OTCQB: MOLOF, Forum). After buying into some prospective leases in the Texas Panhandle, MOL has steadily and successfully built up production and reserves primarily by working over or rehabilitating older wells. This was a solid business in itself, but then came the discovery of real blue-sky potential: the Red Cave formation.

Red Cave is a geological formation situated above the conventional oil reservoirs in which the Company is currently drilling. Reviewing older geological data established that this formation is amenable to modern “fracking” technology. The significance of this is that Red Cave has the potential to deliver producing wells at pumping rates that dwarf Molori’s conventional operations – with (potentially) 600 drilling locations.

Testing the Red Cave has already commenced, and on September 27, 2017, success was announced with Molori’s M1 well, produced at an initial rate of 20 – 25 barrels of oil per day, without even factoring in the gas content.

That’s big news, but not the biggest recent news. Just in the past two weeks, Molori has made two blockbuster announcements.  First, on October 17, 2017; Molori announced a new deal with its operating partner, Ponderosa Energy LLC. Under the terms of the deal, MOL is increasing its working interest in these Panhandle leases from 25% to 50%.  

Then this week, Molori announced a deal to more than triple its Red Cave acreage. Along with this, the Company has announced a major, new Red Cave drilling program.

Molori’s CEO, Joel Dumaresq, has once again taken time out of his schedule to check in with the Stockhouse audience. We sat down with MOL’s head of operations to get an update on these three pieces of news.

 

FULL DISCLOSURE: Molori Energy Inc. is a paid client of Stockhouse Publishing.

19
Oct

Podcast #50: North Arrow Minerals Inc.

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Diamond exploration is a challenging business, a hunt for the proverbial “needle in a haystack”. Regional till sampling for kimberlite indicator minerals identifies broad areas of interest that often need multiple years of tighter spaced follow-up sampling to narrow down their source areas.

Airborne geophysical surveying can identify anomalies near these source areas.  Ground geophysical surveying and drilling of these targets may then lead to discovery of kimberlite, the type of volcanic rock responsible for transporting diamonds to the surface from 150 km beneath the surface.  It’s time consuming and expensive – with no guarantees of any success.

North Arrow Minerals Inc. is already assessing one “needle”: its Naujaat Diamond Project. That Project contains a population of unique fancy diamonds with a very rare orangey-yellow colour that commands a premium in the gem trade.

Now the Company is reporting its second “needle”: a new diamond discovery on NAR’s 100%-owned Mel Project. Mel is also located in Nunavut, on the Melville Peninsula, roughly 210 km northeast of Naujaat. On October 16, 2017; North Arrow announced that a 62.1 kg sample had returned 23 diamonds larger than 0.106 mm in size. One of those diamonds exceeded 0.85 mm.

New exploration has identified kimberlite over a length of 100 meters. This is one of several kimberlite indicator mineral (KIM) trains already identified within the Project boundaries. Equally important to the Company (and its shareholders), exploration results at Mel have been achieved very efficiently. Stockhouse recently had the opportunity to check in with NAR’s President and CEO, Ken Armstrong, to dig beneath the surface of the Company’s new discovery.

 

FULL DISCLOSURE: North Arrow Minerals Inc. is a paid client of Stockhouse Publishing.

29
Sep

Podcast #49: Global UAV

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These are exciting days for Global UAV Technologies Ltd (CSE: UAV, OTCQB: YRLLF, Forum). The Company just reported its first quarterly profit in only its second full quarter of operations. Powering UAV into the black was an 84% increase in revenues over the previous quarter.

A large part of the reason for this bottom-line success are the operations of one of UAV’s subsidiaries, Pioneer Aerial Services. Pioneer is an industry leader in providing its trademark UAV-MAG™ aerial surveys. Magnetometer surveying produces graphical representations which effectively “see” beneath the Earth’s surface. For this reason, such aerial surveying is of particular importance to the mining industry.

Pioneer has attracted an international reputation in the mining industry for the caliber of its imaging and has already conducted its surveys on three continents. The subsidiary recently broke new ground in signing its first contract for UAV-MAG™ surveying in South America.

However, this wasn’t the biggest news for Pioneer over the previous quarter. Last month it reported completing an aerial survey around Pearl Harbor, Hawaii.

With a profitable bottom line, an expanding sphere of operations, and this recent high-profile assignment, Pioneer Aerial is flying high. Stockhouse recently had the opportunity to talk with Michael Burns, the co-founder of Pioneer Exploration Consultants and now the Director in charge of operations for Pioneer Aerial.

 

FULL DISCLOSURE: Global UAV is a paid client of Stockhouse Publishing.

18
Sep