mitchdevan

mitchdevan

STML Biotech • Stem cell therapies • $7.00 per share in cash • $250 million in market cap, similar companies are over $800 • $30.00 - $40.00 Upside • $14.00 Downside

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SGLRF

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FAIRF

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PMT.TO (PMGYF) Oil & Gas Producers • An increase in Natural Gas price by $0.25 from $4.05 will add $4.41 million a year in cash flow. • An increase in oil price by $5.00 from $93 will add $2.6 million a year in cash flow • $2.00 Upside • $1.20 - $1.00 Downside

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MNOV

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MLNK Services – Delivery • $1.46 per shares in cash • $6.00 - $7.00 Upside • $3.50 Downside MLKN Price/Sales 0.3 Enterprise Value/Revenue 0.2

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MERU Technology – Wireless Communications • $7 .00 - $11.00 Upside • $3.50 - $3.00 Downside • $1.34 per share in cash ANEN Sold MERU Price/Sales 2.22 1.06 Enterprise Value/Revenue 1.84 0.75

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LUNA Technology – Instruments • $0.54 per share in cash • Recent deal has company receiving $12 million in two trenches and up to an additional $18 million in payments. TTM Revenue was $22 million • $2.25 - $3.50 Upside • $1.35 - $1.00 Downside

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LTS.TO (LSTMF) Oil & Gas Producer • Recently cut dividend in half • $7.00 - $9.00 Upside • $5.25 Downside

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WFREF

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KOOL Biotech • Stem Cell stock, regenerative medicine • $40 million market cap • Similar companies valued over $200 million (ATHX, BTX, NBS, OSIR) • $2.50 - $3.00 Upside • $1.50 - $1.00 Downside

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IRDM Communication Services • $9.00 - $10.00 Upside • $7.00 - $6.00 Downside IRDM PGI Trailing P/E 11.01 31.75 Forward P/E 8.54 12.97 Price/Sales 1.53 1.08 Enterprise...

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HTCH Technology – Electronics • $4.00 - $6.00 Upside • $2.25 - $1.75 Downside HTCH OESX OIIM RFIL JST IVAC Price/Sales 0.32 1.57 1.24 1.7 0.58 3.39 Enterprise Value/Revenue ...

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AMS Healthcare • $.47 per share in cash • $3.75 - $5.00 Upside • $2.50 - $2.00 Downside AMS Price/Sales 0.72 Price/Book 0.52 Enterprise Value/Revenue 0.66 Enterprise Value/Book 1.26

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EGL-UN.TO (ENTYF) Oil & Gas Producer • 15.44% yield; has maintained distribution rate of $0.0875CAN per share for 3 years • All production in the U.S. • Value of reserves increases as price of oil increases • $9.00 - $10.00 Upside once stock bottoms STE.TO Sold AUT.AX Sold LNG.TO Sold EGL-UN.TO US Symbol ...

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CBEY Communication Services • $9.00 - $11.00 Upside • $6.00 Downside Price/Sales 0.48 Price/Book 1.32 Enterprise Value/Revenue 0.44 Enterprise Value/Book 2.9 Price/Cash Flow 3.54

mitchdevan

BLRX Biotech • Stem cell treatment for leukemia • $75 million market cap, $16 million in cash • Several products in pipeline offering potential catalysts • $3.00 - $4.00 Upside • $1.60 Downside

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ASRV • Even the slighted raise in interest will go right to the bottom line of regional banks • The group historically trade at 1.5 times book value • $5.00 - $6.50 - $8.00 Upside • $3.30 - $2.60 Downside YDKN Merger ASRV Price/Sales 3.58 1.45 Price/Book ...