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September 05, 2021: Relatively light Canadian innovation public markets funding ahead of a short week, but high expectations for the fall
While this past week was relatively quiet in Canadian public markets, EMERGE Commerce (ECOM-TSXV) announced a $24 million acquisition funded with cash on hand. Consensus expectations call for a busy fall, with regards to “risk-on” driving public capital...
August 29, 202: Over $600 million of Canadian innovation funding announced last week, not a bad week for the seasonally slow last week of August
Last week, we saw an upsize raise announcement from Converge Technology Solutions Corp. (CTS-TSX), raising $225 million, before its greenshoe option. Private innovation companies announced financings of around $400 million. Shopify’s (SHOP-NYSE, SHOP-TSX) integration...
August 22, 2021: Decent Canadian M&A and VC funding week
We witnessed a decent level of Canadian public company M&A last week, with over $300 million of transactions in the past week. Recall, Sophic Capital has previously suggested that M&A could be a positive catalyst for small to mid cap innovation companies in...
August 15, 2021: Healthy capital markets activity all around this week
Last week saw a major financing by Lightspeed (LSPD-NYSE, LSPD-TSX), raising almost a billion dollars in equity. In addition, in Canada, Freshbooks attained unicorn status. In the USA, car sharing platform Turo has filed confidentially for an IPO. Neobank Chime raised...
August 08, 2021: Accelerating M&A could be positive for small cap Canadian innovation stocks in the fall
M&A appears to have been a major theme this past week. At Sophic, we believe M&A could be a positive catalyst for small cap Canadian innovation stocks in the fall. Additionally, consensus expectations are for capital markets activity to accelerate in that...Recent Tweets
Wrapping up Day 1 at Peters & Co. I’m extremely encouraged with what I am hearing on imminent return of capital plans. Best line so far from a large cap CEO: “At this share price there is no investment I can make that is remotely as attractive as buying back our own shares.”
@SophicCapital @UGE_Intl Not bad Nicky, but I got some cheaper than you.
@NickBlitterswyk
Apple announces the iPhone 13. #AppleEvent
3We are marketing the CEO of @analytixinsight in Toronto and Montreal to brokers and institutional accounts at the end of the month. Following its $10M bot deal in the summer, it is time for management to update the street.
$ALY $ATIXF
More insider buying at @UGE_Intl
CEO keeps tucking away more shares down here.
Great sign!
https://www.canadianinsider.com/node/7?menu_tickersearch=UGE+%7C+UGE+International
$UGE $UGEIF #InsiderBuying
Start your week off wise; a word from our CEO #MondayMotivations
At @SophicCapital we try to put things in perspective at times when investors are uncertain. Back when the markets were collapsing these were our thoughts.
Hint - it wasn't a time to be selling
Microcap Investing in a Crisis https://sophiccapital.com/microcap-investing-in-a-crisis/
#investing #stocks #recovery