JGGCDN

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JGGCDN

JGGCDN

@JGGCDN

📈 Canadian Microcap Data Miner | Portfolio123 Strategies • StatsCan Macro Independent takes. Hunting hidden gems with live performance. Musings only. 🇨🇦

Canada Katılım Mayıs 2021
998 Takip Edilen2.7K Takipçiler
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Razor Oil
Razor Oil@RazorOil·
How come the Saudis maintain a pipeline operating at partial capacity ( currently full at 7mm bbl/d) as a strategic backup for contingencies, yet Canada can't even approve the construction of a new one that would take years to build, and in a weird way with a prerequisite for current pipelines to be running at full capacity at all times especially with WCS discounting…it doesn’t make sense. Let’s build !! 🇨🇦🫡🪒
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JGGCDN
JGGCDN@JGGCDN·
$MAL.TO Magellan just posted its 2025 Annual Report & MD&A, strong execution in a record aerospace/defence year. ✅Revenue: C$1,044.7M (+10.9% YoY) ✅Net Income: C$39.4M (+11.1% YoY) ✅Adjusted EBITDA: C$117.1M (up 19%) ✅Defence mix expanded to 38% (from 35%) as global spending hits record highs New long term wins with GE Aerospace (F414 for KF 21/Gripen), Pratt & Whitney Canada (to 2034), plus India sand-casting JV. Backlogs at Boeing/Airbus remain massive; defence tailwinds accelerating. @businesswire/magellan-aerospace-corporation-announces-financial-468a8" target="_blank" rel="nofollow noopener">pro.ceo.ca/@businesswire/…
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Michael Gielkens
Michael Gielkens@MichaelGielkens·
Hereby announcing a - so far - temporary hiatus from X/Twitter. It is not adding the value I for long experienced here, and while a good source for information on investing, there are things more important in life. The time it occupies no longer makes up for the value I expect to receive in return. Make sure to follow us on tresorcapitalnieuws.nl, we'll publish our thoughts on investing there on a weekly basis, for free.
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JGGCDN
JGGCDN@JGGCDN·
Glow Lifetech $GLOW.CN SEDI filings (Mar 26-27, 2026) show key insiders exercising warrants from the Q1 clean-up: Director Roberto Carducci (Ro6 Ventures) exercised 1.2M warrants ($60K @ $0.05) Senior Officer Tomasz Glawdel exercised 200K warrants ($10K @ $0.05) Director Daniel Proska exercised 300K warrants ($15K @ $0.05) These purchases represent part of the 89% insider & long-term holder participation announced. $85K of fresh insider capital into $GLOW.C Source: SEDI Filings
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JGGCDN@JGGCDN

Glow Lifetech $GLOW.C cleaned up its capital structure: 41M+ warrants reduced in Q1 2026 5M options (Expired unexercised) 10.9M warrants exercised 89% by insiders & long term holders Cuts dilution 16.6% over the trailing twelve months. “This significant reduction in our warrant and option overhang marks an important milestone for Glow… we are well-positioned to advance into our next phase of growth.” - CEO Rob Carducci glowlifetech.com/news/glow-life…

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JGGCDN
JGGCDN@JGGCDN·
@nanocapper Last year it was April 30th for the annual report, May 30 for the next interim report.
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nanocapper
nanocapper@nanocapper·
@JGGCDN Do you know when they will report earnings?
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JGGCDN
JGGCDN@JGGCDN·
Glow Lifetech $GLOW.C cleaned up its capital structure: 41M+ warrants reduced in Q1 2026 5M options (Expired unexercised) 10.9M warrants exercised 89% by insiders & long term holders Cuts dilution 16.6% over the trailing twelve months. “This significant reduction in our warrant and option overhang marks an important milestone for Glow… we are well-positioned to advance into our next phase of growth.” - CEO Rob Carducci glowlifetech.com/news/glow-life…
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JGGCDN
JGGCDN@JGGCDN·
Glow Lifetech $GLOW.C SEDI Insider Filings: Warrant Exercises & Expirations on 3/24/26 (filed today) CEO Carducci (Ro6 Ventures indirect): exercised 1.2M warrants for shares at $0.05 ($60k cash in); 3.63M warrants expired. Proska (direct): exercised 300k warrants for shares at $0.05 ($15k); 336k warrants expired. $75k total capital to company. Source: SEDI Filings
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Common Sense Investing
Common Sense Investing@onecentinvest·
Nice year for $NPTH.V 👍 Possibly a more "boring" year in 2026 with (hopefully) slightly improving margins on ~8-10% topline growth. Will they get continued discovery and valuation improvement in 2026 ?
Investor Lens@InvestorLensCA

$NPTH.V — NeuPath Health Inc. | FY & Q4 2025 Results One of Canada's largest chronic pain & sports medicine clinic networks — 28 consecutive quarters of positive Adjusted EBITDA. 📊 FY 2025 Highlights: • Revenue: $87.2M (+20% YoY) — record year • Gross margin: 19.0% (flat YoY) • Adjusted EBITDA: $6.0M (+56% YoY) • Operating cash flow: $4.0M (vs. $2.6M in 2024) • Net loss (shareholders): -$0.7M (improved from -$0.7M in 2024) • Capacity utilization: 82% (vs. 75% in 2024) ⚡ Q4 2025 Highlights: • Revenue: $22.1M (+17% YoY) — 28th consecutive quarter of positive Adj. EBITDA • Gross margin: 18.3% (vs. 19.2% Q4 2024) • Adjusted EBITDA: $1.0M (+9% YoY) • Cash: $4.5M | Net debt: $1.7M (down from $3.0M a year ago) 🏥 Operational: • Physical capacity utilization: 52% in Q4 (vs. 47% in Q4 2024) — new reporting metric introduced • Arthrosamid injectable joint treatment now live and contributing to clinic revenue growth • AI medical scribes deployed to improve physician utilization 🔮 Outlook: • New CEO Stephen Lemieux stepping in from President role • Expects continued revenue growth and margin improvement in 2026 • Focus on new clinic locations and expanding Arthrosamid availability neupath's revenue is compounding fast — 20% growth on top of a larger base, and OCF more than doubled year over year. The balance sheet is light ($1.7M net debt) and the business generates real cash. With physical capacity still at only ~52%, there's meaningful room to grow without major capital outlays. Margin flatness in Q4 bears watching, but the trajectory is clear. Full analysis: investorlens.io/stocks/NPTH.V #TSXV #CanadianStocks #Healthcare #SmallCap #ChronicPain

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JGGCDN
JGGCDN@JGGCDN·
Last Monday @Quant_Morales shared a custom P123 Skill for Claude. Below are super early results of a few strategies I launched Live with help from Claude. Annualized returns will level out the longer these run, though I would be happy if they stayed. 😅
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Morales@Quant_Morales

Last Monday I shared a custom P123 Skill for Claude. 25,000+ views. 260+ likes. Hundreds of DMs. The #1 question I got: "How did you build this?" Here's the truth: it's simpler than you think. A Skill is just a folder with a SKILL.md file. You write instructions in Markdown, add reference docs if needed, ZIP it, and upload it in Claude.ai under Customize > Skills. That's it. Claude reads your instructions and becomes a specialist in whatever domain you taught it. For my @P123Finance Skill, I packed in: → The full formula language (445+ functions) → The complete API documentation → Ranking system logic, universe definitions, screen rules → Python code patterns for the API Now Claude can write, debug, and optimize P123 formulas like someone who's been using the platform for years. You can do this for ANY domain. Your company's internal tools, your investment process, your research workflow. Anything you explain well, Claude can learn. Here's a step-by-step visual showing exactly how it works 👇 @AnthropicAI @claudeai

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