tag:blogger.com,1999:blog-8974906750515737833.post867811870953319041..comments2023-11-10T19:55:40.716-05:00Comments on E. Vranic's Canadian Smallcap Investment Blog: Spackman Will Probably Make A Lot Of Money In Q4evranichttp://www.blogger.com/profile/15250164368374936630noreply@blogger.comBlogger20125tag:blogger.com,1999:blog-8974906750515737833.post-3610565183592394472016-03-02T16:22:59.150-05:002016-03-02T16:22:59.150-05:00Update: http://www.evranic.com/2016/03/spackman-up...Update: http://www.evranic.com/2016/03/spackman-update-contact-made-with-vp.htmlevranichttps://www.blogger.com/profile/15250164368374936630noreply@blogger.comtag:blogger.com,1999:blog-8974906750515737833.post-12734505879041166072016-03-02T13:55:49.960-05:002016-03-02T13:55:49.960-05:00I got a response from John Pennal. Overall I was p...I got a response from John Pennal. Overall I was pleased with what he said. Will share in another post shortly. evranichttps://www.blogger.com/profile/15250164368374936630noreply@blogger.comtag:blogger.com,1999:blog-8974906750515737833.post-42965345327865248872016-03-01T21:42:32.820-05:002016-03-01T21:42:32.820-05:00Edward, check your Google+ account, I emailed you ...Edward, check your Google+ account, I emailed you there.6furlongshttps://www.blogger.com/profile/00707017221806927178noreply@blogger.comtag:blogger.com,1999:blog-8974906750515737833.post-52991629760832706792016-03-01T14:10:15.737-05:002016-03-01T14:10:15.737-05:00Did you contact him at his Aylen Capital email or ...Did you contact him at his Aylen Capital email or another address?evranichttps://www.blogger.com/profile/15250164368374936630noreply@blogger.comtag:blogger.com,1999:blog-8974906750515737833.post-8653278323080576742016-03-01T11:50:05.851-05:002016-03-01T11:50:05.851-05:00Thanks! Oh he doesn't like your line of questi...Thanks! Oh he doesn't like your line of questioning? Well that's just too bad. He presumably made good money helping to list SQG through a capital pool. The least he can do is help shareholders realize some value given that the stock sits at 75% discount to its NAV.evranichttps://www.blogger.com/profile/15250164368374936630noreply@blogger.comtag:blogger.com,1999:blog-8974906750515737833.post-87596192916092253672016-02-29T21:40:20.027-05:002016-02-29T21:40:20.027-05:00Unfortunately it was an email communication and it...Unfortunately it was an email communication and it was pretty brief. I sent a follow-up but did not hear back (I don't think he liked my questioning). John is also part of Alyen Capital and they list the same phone number as SQG on their website - 1 416 956 4926 - so you might have some luck with that. 6furlongshttps://www.blogger.com/profile/00707017221806927178noreply@blogger.comtag:blogger.com,1999:blog-8974906750515737833.post-66062977542187892692016-02-29T21:35:54.435-05:002016-02-29T21:35:54.435-05:00My guess would be something similar to their Prava...My guess would be something similar to their Pravala investment.6furlongshttps://www.blogger.com/profile/00707017221806927178noreply@blogger.comtag:blogger.com,1999:blog-8974906750515737833.post-40486905044730196612016-02-29T18:15:02.421-05:002016-02-29T18:15:02.421-05:00Thanks 6furlongs. Did you suggest a stock buy back...Thanks 6furlongs. Did you suggest a stock buy back or hear anything about plans to increase shareholder value? If you have his number I can give him a call. Two SQG investors calling him in a couple of days that's probably a new record. A lot of the reason why the Venture stocks sit and stink is that shareholders aren't bothering to put the members of the BOD in hot water for their poor stock price. SQG should be better than at a 75% discount to its NAV. evranichttps://www.blogger.com/profile/15250164368374936630noreply@blogger.comtag:blogger.com,1999:blog-8974906750515737833.post-32531479259471677912016-02-29T18:12:37.645-05:002016-02-29T18:12:37.645-05:00Thanks for the update 6furlongs. What are some lik...Thanks for the update 6furlongs. What are some likely scenarios regarding new investment opportunities with SQG.Anonymoushttps://www.blogger.com/profile/10250645399419796991noreply@blogger.comtag:blogger.com,1999:blog-8974906750515737833.post-27206927041997720442016-02-29T14:56:54.802-05:002016-02-29T14:56:54.802-05:00I managed to get a quick response from John Pennal...I managed to get a quick response from John Pennal. He basically said there are currently no plans to sell any of their foreign holdings and that they are working on a new investment for SQG. 6furlongshttps://www.blogger.com/profile/00707017221806927178noreply@blogger.comtag:blogger.com,1999:blog-8974906750515737833.post-1123063109768187882016-02-26T17:18:52.179-05:002016-02-26T17:18:52.179-05:00I have tried a few times to contact anyone related...I have tried a few times to contact anyone related to SQG but haven't had any luck. I'll shoot out a few more emails this weekend and see if I get a response. 6furlongshttps://www.blogger.com/profile/00707017221806927178noreply@blogger.comtag:blogger.com,1999:blog-8974906750515737833.post-42657323117106859222016-02-26T14:02:02.619-05:002016-02-26T14:02:02.619-05:00Thanks for the questions/comments guys. Hopefully ...Thanks for the questions/comments guys. Hopefully my prior post answered your questions. We'll see on Monday, or Sunday evening for us North Americans, what will happen to 40E. <br /><br />Has anyone tried to contact SQG reps? I have had no luck so far. I got into contact with 40E reps but they referred me back to the SQG IR email that I never got a response. To me, this is unacceptable. But that doesn't mean I'm not going to invest in a 4 cent stock when it's NAV is 14 cents. We need to push them back to paying attention to SQG. It was Canadian investment dollars that helped launch the 40E IPO and SQG owns 38.7% of this company. It is completely unaccpetable for them to forget about us, even if they've done an admirable job in turning around Spackman in Singapore. evranichttps://www.blogger.com/profile/15250164368374936630noreply@blogger.comtag:blogger.com,1999:blog-8974906750515737833.post-36869176049886169042016-02-26T13:48:01.929-05:002016-02-26T13:48:01.929-05:00The results came out. It came short of my estimate...The results came out. It came short of my estimates for the year. <br /><br />http://www.shareinvestor.com/news/news.html?source=regional_sgxnet&nid=570778<br /><br />Total year<br />Revenue - $13.57M<br />Net loss - $1.27M<br /><br />Q4 (subtracting from Q3 YTD)<br />Revenue - $4.43M<br />Net income - $2.73M<br /><br />Spackman claimed to make $10.56M in revenue on The Priests so I must have missed something in the deferred revenue balance related to the movie. The perils of analyzing foreign financials I suppose. <br /><br />The good news is the stock price is back up to 14 cents. These results were released after the market close so we'll see if they had any impact on Monday. evranichttps://www.blogger.com/profile/15250164368374936630noreply@blogger.comtag:blogger.com,1999:blog-8974906750515737833.post-7591111185662067022016-02-26T10:45:03.765-05:002016-02-26T10:45:03.765-05:00This comment has been removed by the author.Anonymoushttps://www.blogger.com/profile/10250645399419796991noreply@blogger.comtag:blogger.com,1999:blog-8974906750515737833.post-60517220265077378652016-02-26T09:33:40.201-05:002016-02-26T09:33:40.201-05:00Hi Edward,
FYI the Q4 results were just released,...Hi Edward,<br /><br />FYI the Q4 results were just released, interested to hear your thoughts. They seem to be not as strong as expected.<br />http://www.shareinvestor.com/news/news.html?source=regional_sgxnet&nid=570778<br />6furlongshttps://www.blogger.com/profile/00707017221806927178noreply@blogger.comtag:blogger.com,1999:blog-8974906750515737833.post-51319346855369660402016-02-25T12:11:41.710-05:002016-02-25T12:11:41.710-05:00Hi Edward, Any further developments in your resear...Hi Edward, Any further developments in your research in spackman stock?<br />I understand the 4th quarter results should come out in the next 2 weeks.Anonymoushttps://www.blogger.com/profile/10250645399419796991noreply@blogger.comtag:blogger.com,1999:blog-8974906750515737833.post-78521079032994579152016-01-18T10:22:23.412-05:002016-01-18T10:22:23.412-05:00Looks like I was a curse on the stock lol...though...Looks like I was a curse on the stock lol...though it came back in the latter half of the day. evranichttps://www.blogger.com/profile/15250164368374936630noreply@blogger.comtag:blogger.com,1999:blog-8974906750515737833.post-41847811765680825002016-01-18T00:04:14.548-05:002016-01-18T00:04:14.548-05:00Down another 12% tonight in Singapore. Even thoug...Down another 12% tonight in Singapore. Even though "Chasing" was a bust I don't think that justifies the current drop. Let's see how it trades going into earnings.6furlongshttps://www.blogger.com/profile/00707017221806927178noreply@blogger.comtag:blogger.com,1999:blog-8974906750515737833.post-18009082551184970752016-01-18T00:01:06.074-05:002016-01-18T00:01:06.074-05:00This comment has been removed by the author.6furlongshttps://www.blogger.com/profile/00707017221806927178noreply@blogger.comtag:blogger.com,1999:blog-8974906750515737833.post-19414000840598959142016-01-15T08:13:14.576-05:002016-01-15T08:13:14.576-05:00FYI, 40E had a rough day on Friday. It's down ...FYI, 40E had a rough day on Friday. It's down to 9.5 cents. evranichttps://www.blogger.com/profile/15250164368374936630noreply@blogger.com