September Quick Update – $CSW/ & $CSW/, $OSS.v, $

  • Corby Spirit and Wine Limited (tse: $CSW/ & $CSW/
    • Released their fiscal Q4 and AIF
    • Nothing material to add
    • Still yielding close to 6% and trading at 10x FCF

  • OneSoft Solutions ($OSS.v)
    • Released a private preview version that incorporates Cathodic Protection survey data
    • My understanding is that this will help expand their TAM beyond In-Line Inspection
    • Shares have performed well in the last month being up about 20-25%
  • Exco Technologies ($
    • An early warning report was filed as Kernwood purchased 7.3 mil shares in the open market
    • This equates to 18.5% of the outstanding shares
    • Kernwood is based in Toronto and owns some familiar Canadian names

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