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snowball82

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  1. https://www.newswire.ca/news-releases/s-amp-p-dow-jones-indices-announces-changes-to-the-s-amp-p-tsx-composite-index-814863880.html
  2. New partnership program https://ivrnet.com/partnership-program/
  3. Good point @indirect I sometime made the mistake to sell a company executing well for valuations reasons but not with this one. This new presentation is well done to get an overview. Again, they still have huge room to growth in the admitted market. Of course not a recommendation. https://www.trisura.com/wp-content/uploads/2021/05/Marketing-Deck-May-2021_vF-1.pdf
  4. Thank you Gary17, you are very kind to write this here. Congratulations for your 18 baggers, you are a very good investor and more than that a great friend to have. They got an impressive execution since the first post (2014)!
  5. https://www.theglobeandmail.com/investing/markets/inside-the-market/article-this-insurance-stock-has-tripled-during-the-pandemic-whats-next/
  6. Best quarter ever for them. EPS of $1.84 compared to $0.94 in Q1 2020 Quarterly net income of $19.3 million grew 131 % Gross premiums growth : 82.6% ROE : 16.1% https://www.globenewswire.com/news-release/2021/05/05/2223970/0/en/Trisura-Group-Reports-First-Quarter-2021-Results.html
  7. https://www.globenewswire.com/news-release/2021/04/23/2215925/0/en/Knight-Therapeutics-to-Acquire-Regional-Rights-to-Exelon.html Big news, what do you think about the price paid and the future upside?
  8. New April investor presentation. And yes it’s 2021 https://www.gud-knight.com/wp-content/uploads/KTI_Corporate_Presentation_April-2020.pdf
  9. Earnings call transcript, what is the long term earnings power (or should I say free cash flow!) for this LATAM platform? https://seekingalpha.com/article/4416114-knight-therapeutics-inc-khtrf-ceo-jonathan-ross-goodman-on-q4-2020-results-earnings-call
  10. Results are better than my low expectations but again a write off on inventories something I don’t like. https://gudknight.irpass.com/Knight-Therapeutics-Reports-Fourth-Quarter-and-Year-End-2020-Results-3-25-2021
  11. DBRS Limited (DBRS Morningstar) assigned an Issuer Rating of BBB to Trisura Group Ltd. (Trisura or the Company). Concurrently, DBRS Morningstar assigned Financial Strength Ratings of A (low) to Trisura Guarantee Insurance Company and Trisura Specialty Insurance Company, the operating subsidiaries of Trisura. All trends are Stable. https://www.dbrsmorningstar.com/research/375156
  12. This presentation is from last February. I'm confused why you're posting it today? It is a new version to me, only available on the French website. The previous one (and current on the English side) was August. Yes but this one is from February 2020. You are right, I have removed my previous messages. My bad. That said it is amazing they haven’t got new deals from LATAM since last year.
  13. https://www.globenewswire.com/news-release/2021/03/02/2184801/0/en/Knight-Therapeutics-Announces-Canadian-Commercial-Launch-of-IBSRELA-New-Innovative-Treatment-for-Irritable-Bowel-Syndrome-with-Constipation.html
  14. Last investor presentation http://www.trisura.com/wp-content/uploads/2021/02/TSU-Investor-Presentation_vF-1.pdf
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