Investorfile

Investorfile 4th Quarter 2025 Summary of BEST PICKS: $GSI.V $STC.TO $IQ.V $QIS.V $ECO.TO $TLA.V $IFA.TO $CWL.TO $FRSH.V $PVT.V

⭐️⭐️ Novra Technologies - $NVI.V BEST PICK at $0.14 Last close: $0.14 Current return: 0% Investorfile is adding Novra Technologies (TSXV: NVI – $0.14) to its current list of BEST PICKS. At current trading levels, Novra Technologies represents a microcap investment opportunity with significant potential for outsized returns for growth-oriented investors with a long-term investment horizon. Historically, Novra Technologies Inc. has provided end-to-end hardware, software, and services for multimedia broadband content distribution via satellite and IP networks. The company emphasizes high-performance, low-cost-of-ownership solutions enhanced by encryption, cybersecurity, hybrid networks, and bandwidth efficiency. Novra has grown through strategic acquisitions, including International Datacasting and Wegener, which form part of the broader Novra Group with operations in Canada and the United States. The company has approximately 48.3 million shares outstanding on a fully diluted basis. 8 Key Reasons Why Novra Technologies is Becoming a BEST PICK: 1. Positive Cash Generation and Profitability Turnaround Novra’s traditional businesses continue to deliver positive operating cash flow, supported by a profitability improvement in recent periods. The company has reported trailing twelve-month (TTM) revenue of approximately $5.45 million, net income of $0.51 million, and diluted EPS of $0.02. 2. Strategic Transformation into AI/IoT Novra is undergoing a transformation from a communications-centric company into a next-generation intelligent infrastructure and AIoT (Artificial Intelligence of Things) ecosystem provider. 3. Capabilities to address the rapidly growing AI and IoT markets Novra recently launched Cortex, a highly flexible and scalable platform for centralized management and control of remote devices. Cortex is built on the MQTT network protocol and uses TLS encryption and device authentication, making it ideal for applications in the rapidly expanding IoT market. 4. Significant Capital Infusion from SNAPS Holding As of February 2026, Novra received a total of $5.0 million from SNAPS Holding Company via convertible loans. SNAPS has requested conversion of these funds into common shares at $0.34 per share — representing a substantial premium (143%) to the current stock price. This would make SNAPS a new controlling shareholder (subject to TSXV and shareholder approvals). 5. Visionary Backing from Controlling Shareholder SNAPS Holding is pursuing the development of one of the world’s first exclusive AI/IoT/IIoT ecosystems built on proprietary wireless spectrum, under its Lilikoi Technologies brand (lilikoitechnologies.com). Novra is viewed as a key strategic component in this vision due to its expertise in embedded devices, manufacturing, and secure communications. 6. Focus on AIoT Collaborations and Growth Opportunities Following the capital raise, Novra has announced that they are actively seeking commercial collaborations, joint initiatives, and/or acquisitions with companies in the high-growth AIoT sector to leverage its core strengths in wireless communications and edge device management. 7. Additional Committed Funding SNAPS Holding has agreed to provide another approximately $7.2 million under a new convertible loan facility, with a minimum conversion price of C$0.34 per share (subject to TSXV approval and other standard conditions). 8. Attractive Valuation Relative to New Capital and Strategy Novra’s current stock valuation does not yet fully reflect the value of the recent capital infusion or the company’s strategic shift toward higher-growth AIoT markets

⭐️⭐️⭐️ EcoSynthetix - $ECO.TO BEST PICK at $1.70 Last close at $3.21 Return: 89% EcoSynthetix buybacks 208,795 shares in the open market for cancellation which was reported in new filing.

⭐️⭐️⭐️ EcoSynthetix - $ECO.TO BEST PICK at C$1.70 Last close: C$3.17 Return: +86% Thank you to @smallcapdisc for posting their recent interview with EcoSynthetix's CEO Jeff MacDonald. EcoSynthetix is a bio-based B-to-B chemical company who's proprietary adhesive products are disrupting traditional markets in Pulp & Paper, Wood Composite and Cosmetics. Takeaways from EcoSynthetix CEO’s investor presentation: 1. The Company’s bio-based products replace oil-based products with cost and performance advantages. 2. Revenues are ramping with 75% generated from new growth markets in 2025. 3. Major customer in each market: Pulp & Paper (Suzano), Wood Composite (IKEA) Cosmetics (DOW) 4. Projected annual revenue per major customer: Suzano ($90M+), IKEA ($60M+), DOW ($20M+) 5. Significant operating leverage to be gained with revenue ramp up. 6. Already fully capitalized to scale to $100M in revenues. 7. Expecting major news announcements with Pulp & Paper customer in 2026. 🖥️ Watch Interview: youtube.com/watch?v=F4fjpa…

⭐️⭐️⭐️⭐️ iFabric - $IFA.TO BEST PICK at C$0.55 Last close: C$3.54 Return: +544% Up 22% today and 222% over the past 12 months. With a market cap now over $100 million, this microcap stock will start to attract bigger investors.

⭐️⭐️⭐️ iFabric - $IFA.TO BEST PICK at C$0.55 Last close: C$2.90 Return: +427% iFabric shares are having a strong morning, hitting 52-week highs with the last one at C$3.33.

@exposeWSfraud Everything gets posted on X first.

@IFGerryWimmer That’s a very kind offer. Just wondering where your new pics get posted. You seem pretty good at picking and I want to know how to be informed of your next new pick when it comes along with the reasoning for picking it. Thanks

⭐️⭐️⭐️ iFabric - $IFA.TO BEST PICK at C$0.55 Last close: $3.08 Return: +460% iFabric share price rose 39% today to close at C$3.08 following the company's 2026 outlook release.

iFabric was first profiled as a Top Idea on Dec 22, 2022 at 0.55 on my Investorfile.com blog. Shortly after that time all future work was transferred to X. A follow up article on iFabric at $0.85 is posted in the "article" section on X. I can email you a copy of the first article if you like too.

@IFGerryWimmer I checked your feed and I don’t see where IFA was announced as a pick. Do you announce your picks elsewhere and then post updates here on X? If so how does one get notified of your picks and the thesis behind them ? Thanks

@Peter_JMarshall With a long term investment horizon, yes.

@IFGerryWimmer Curious to know, would you be a buyer here?

⭐️⭐️⭐️⭐️ Gatekeeper Systems - $GSI.V BEST PICK at C$0.11 Last close: C$1.27 Return: +1055% Gatekeeper Systems wins another school bus video contract valued at C$937,000, equipping 230 newly built buses and adding monthly recurring video management fees.

⭐️⭐️⭐️ iFabric - $IFA.TO BEST PICK at C$0.55 Last close: C$2.22 Return: +304% iFabric is guiding for explosive revenue growth starting in Q1 2026, largely driven by the rapid expansion of its clinically proven medical apparel (scrubs) programs. 📰 Read news: accessnewswire.com/newsroom/en/bu…

⭐️⭐️⭐️ iFabric - $IFA.TO BEST PICK at C$0.55 Last close: C$2.19 Return: +298% iFabric's recent product expansion into medical scrubs apparel targets a significant growth market. The global medical scrubs market was valued at USD 54.35 billion in 2025 and is projected to grow from USD 58.45 billion in 2026 to USD 129.47 billion by 2034, exhibiting a CAGR of 10.50% during the forecast period. Source: fortunebusinessinsights.com/medical-scrubs…

⭐️⭐️ Pivotree - $PVT.V BEST PICK at C$1.35 Last close: C$1.75 Return: +30% Looks like Pivotree's service offerings are positioned well as an AI enabler in e-commerce. See trade show post: linkedin.com/company/pivotr… "We’re excited to be at Shoptalk in Las Vegas from March 24–26!🚀 Visit us at Booth 4448 inside Mandalay Bay Resort and Casino to talk about agentic commerce and the future of AI-driven shopping. AI shopping agents are transforming how customers discover, compare, and buy… to the point where traditional human browsing may become secondary. If your product data isn’t structured and AI-ready, your brand risks being invisible in the next wave of commerce. Let’s explore how Pivotree helps brands build frictionless commerce with the right data infrastructure and real-time visibility that makes your products discoverable to AI buyers."

⭐️⭐️⭐️ AirIQ- $IQ.V BEST PICK at C$0.08 Last close: C$0.56 Return: +600% Thank you to the @WolfOfOakville for sharing their view on AirIQ.

⭐️⭐️⭐️ Caldwell Partners International - $CWL.TO BEST PICK at C$0.74 Last close: C$0.93 Return: 26% Dividends paid: C$0.595/share Thank you to @smallcapdisc for posting their recent interview with Caldwell Partners CEO Chris Beck. Takeaways from Caldwell Partners CEO’s investor presentation: 1. Record results in Q1 fiscal 2026, driven by growth in executive search fees. The executive search business remained robust heading into fiscal Q2. 2. 75% of business generated from US offices. Focus on international expansion. 3. Executive search business on pace to exceed $100M in revenues in FY26 (with consolidated revenues to exceed $112M). 4. Each executive search partner at Caldwell generates about $2M in revenue annually. 5. Caldwell Partners has 51 partners, with a goal to grow to 125–150 partners ($200M–$300M revenues). 6. Capital allocation priorities: partner acquisitions, dividend increases, and share buybacks. 7. Caldwell Partners maintains a strong balance sheet with cash and no debt. 🖥️ See presentation: youtube.com/watch?v=oVfbxC…