The Energy Trade Few Investors Understand-For Good Reason
The Energy Trade Few Investors Understand-For Good Reason
I made some of my biggest money EVER on ethanol business. That happened in 2014, when the combination of government subsidies and a shortage of ethanol fuel led to massive margins for the ethanol...
CASH FLOW IS SET TO TRIPLE BUT THE STOCK IS FLAT
CASH FLOW IS SET TO TRIPLE BUT THE STOCK IS FLAT
ARE INVESTORS ANTENNAE NOT OUT? A MATERIAL CHANGE IN THE WORKS? Baylin Technologies (BYL – TSXv) has announced what could prove to be a genuinely transformative acquisition for the business—tripling the...
The Cheapest AI Stock on the Board?
The Cheapest AI Stock on the Board?
ASE Technology Holdings (ASX-NASD) As you read this story, you will learn more about the GUTS, the physical manufacture, of AI components than you ever needed to know. And it leads to the cheapest...
FINDING THE RIGHT SMALL CAP STOCK
FINDING THE RIGHT SMALL CAP STOCK
ON A BIG MACRO PLAY FOR AI, THAT’S… Carrier Connect Data Solutions(CCDS-TSXV / CCDSF-OTC) The AI/data center/how-to-power-them trade has been The Big Winner in the last year–along with GOLD. Finding small cap ways to...
AN UNCERTAIN PATH INTO AI
AN UNCERTAIN PATH INTO AI
Before AI, there was RPA—Robotic Process Automation. That was where businesses were spending their software dollars to get more efficient and use less labour. RPA takes repetitive, computer-based work, and executes that work through...
Is The Next Big Buyout in Canadian Resources COLONIAL COAL CAD – TSXv / CCARF-OTC
Is The Next Big Buyout in Canadian Resources COLONIAL COAL CAD – TSXv / CCARF-OTC
The writing is on the wall for Canadian listed Colonial Coal. On Nov 10 2025, CEO David Austen put out a press release saying talks had accelerated in his efforts to monetize shareholder value–which...
Stick With The Leader or Buy Second Best? WEBULL (BULL-NASDAQ)
Stick With The Leader or Buy Second Best? WEBULL (BULL-NASDAQ)
QUICK FACTS Trading Symbols: BULL Share Price Today: $8.50 Shares Outstanding: 457.3 million Market Capitalization: $3.87 Billion Cash: $271 million Debt: ...
If This Works, The Global Mining Sector Will Change Forever–For the Better
If This Works, The Global Mining Sector Will Change Forever–For the Better
I love this story. It appears to be true scientific sleuthing coming up with a big prize–kudos to CIO Reza Kafaei (the main inventor/chemist) and CTO Hanif Jawari and his team at RSOLV if...
The Copper Appetite of a 1 GW AI Data CenterIs The Same as 500,000 Cars
The Copper Appetite of a 1 GW AI Data CenterIs The Same as 500,000 Cars
Build an AI megafactory and you’ll need a copper mine to match. The latest hyperscale data centers designed to handle AI workloads are orders of magnitude larger than the server farms of a decade...
MEDICENNA (MDNA-TSX) THE MOONSHOT TAKES OFF
MEDICENNA (MDNA-TSX) THE MOONSHOT TAKES OFF
We wrote about Medicenna (MDNA – TSX) in a Free Whisperer last year. In the title we called the stock a “Moonshot”. That title seems VERY appropriate given the action we saw in the...