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REGINA, Jan. 10, 2017
$12.0 Million in New Capital Deployment
During the quarter, Input signed 15 canola streaming contracts for total up-front payments of $12.0 million. This is 82% higher than deployment of $6.6 million during the same period last year.
Deployment in the quarter resulted in the addition of over 62,000 metric tonnes ("tonnes" or "MT") to Input's total active canola reserves.
Of the 15 contracts signed in the quarter, 10 are with new clients and 5 renewals/expansions with existing clients. This brings Input's streaming portfolio to 122 active canola streams in Alberta , Saskatchewan and Manitoba . 20, 96, 6.
Good for me.
Adi
A very well written review can be found on SA: http://seekingalpha.com/article/4011317-deep-value-idea-canadas-oil-patch
And first dividend arrives on 16 Jan 2017.
HAPPY NEW YEAR
Last year, input has 40 mil in cash, which was then not used intirely. I expect the same now .But I expect progress on all fronts
Input Capital Corp. Publishes Q1 Operations Update and Announces Change in Year-End
$6.1 Million in New Capital Deployment
During the quarter, Input signed 21 canola streaming contracts for total up-front payments of $6.1 million .
Of the 21 contracts signed in the quarter, 14 are with new clients in Alberta (4), Saskatchewan (9) and Manitoba (1) and 7 contracts are renewals/expansions with existing clients.
This brings Input's streaming portfolio to 107 active canola streams in Alberta (17), Saskatchewan (84) and Manitoba (6).
Input Capital Corp. Celebrates 100th Canola Stream, now it's real.
Belek, Good to see that you have not given up.
It begins to be a pattern in my Input live, every time I go on vacation, some things speciaals happens. A large dip or a sudden outbreak. I think so, I should take more holidays. Well, now I have succeeded to buy 1/3 of my property interest of Input Capital under Ca $ 2. Not so much in order to reduce the average, rather in order to increase the base, of course that the average is then dropped is great. Belek, I realize today that it was previously Jeff, I thought you were no longer in Inp. I suspected you had thrown in the towel.
NEWS RELEASE
Input Capital Corp. Announces Account Resolution
5/11/2016
REGINA, May 11, 2016 /CNW/ - Input Capital Corp. ("Input") (TSX Venture: INP) (US: INPCF) is pleased to announce
that it has now substantially resolved the largest of the three streaming contracts which were terminated in
November 2015.
As a result of management's determined collection efforts related to this streaming contract, the following results
have been achieved:
In late March, Input took titled possession of approximately 2,000 acres of farmland;
On May 1, a farm equipment auction was held in which approximately 60% of the equipment held as security
was auctioned. The auction was very successful, with over 800 bidders registered to bid and gross sales
exceeding the expectations of the auctioneer; and
Late yesterday, the titles to approximately 3,000 acres of additional farmland were transferred to Input.
Input has taken possession of the balance of the equipment and is planning a second auction for June 2016.
The 5,000 acres of farmland now owned by Input have been rented to local farmers for the 2016 growing season.
Input plans to market the land for sale after harvest and has already had several inquiries from potential
purchasers.
Management expects that the proceeds of the auctions and the planned land sales will result in a complete
recovery of Input's capital associated with this streaming contract.
"This resolution proves the strength of Input's security package and realization process," said President & CEO Doug
Emsley. "We have always been determined to protect our capital, and these results prove that this works in practice
and not just in theory. If a canola stream goes bad, Input's capital remains safe so that it can be recovered and
redeployed with other farmers, continuing the growth trajectory of Input's streaming business."
Good news released $11 MM put to work, and 38 new contracts. This it is what it must be.
http://s1.q4cdn.com/784243260/files/doc_news/Input-Capital-Corp-Publishes-Q4-Operations-Update.pdf
If the canola price is right, the farmers see less need to do business with Input. On the other side, I think the 3 on Hold Makes Input is even more careful, therefore, the smaller deals. In turn, it gives us more opportunity to input more capital to Input Capital at bargain prices..They are cautious and conservative, with no debt, but still new and relatively unknown. But a wonderful business plan, and a clear goal. To become a 1 billion company in 5 years.A billion divided by the number of shares, then I want to wait on, even half of this goal is worth the wait. That is the reason to give this time.
Unbelievable that there are sellers, if you look at the latest Q figures .
I saw the price, more than $ 3,000. That is far too high for the average income of the main target India. The product is great but the distribution totally wrong. Perhaps there should be a charity organization taken the weight on the shoulders to move it. I think of Bill Gates Foundation (a computer will be able to work on it) And if you can not sell it, then let it. Bringing electricity to people who do not have access is a blessing. $15 per month rental fee must be to do. Everything must be done to protect this wonderful product that it would not disappear.
Maybe you should bring to the attention of companies like Vestas.
The best piece I've read on Input, now the price is back at its starting point, better to take the time to re-read again, only with a much stronger base.
http://www.aboveaverageodds.com/2015/01/24/input-capital-corp-inp-v-a-field-of-streams/
What WSTI need is a name like Oprah Winfrey or even better Elon Musk to power homebatteries he has his mind .
If there is no update on the update, I expect a retest of the lows.But I hope it's not tomorrow. I'm waiting for my year end bonus :) And I know where I'm going to spend it.
OK, 100 minus 3, reaction is overdone.
We go to 100 deals.
Yes Adi, if each team member closes two deals, which still is not excessive, we have 16 new ones soon.
On a trailing twelve month (TTM) basis, Input's streaming revenue is up 150% this year over last year at the same
time. so nice
Tue, Sep 8, 2015
AuRico Metals Announces Acquisition of Royalties on Hemlo and Eagle River Mines.
Jeff,
I was on vacation and missing a nice dip. But everything hoovering under $ 3 is fine. Did have a small buy outstanding at Div, for me, a new royalty. What puld me over the line is the increase in dividend.
I hope Input not wait too long with it.
In the time between, AGI and SSL expanding their position in AMI.
Aurico Metals (AMI) also have a royalty on Young Davidson mine. High probability that MCM also, sooner or later, changing owners.
That will get fun.
Canola price drops just in time for INP new contract negotiations. Probably due to the crisis in China. That will be another good year for INP. If we would get further news on the soybean ...
Jeff, I know how You feel. I know that feeling well. But this is one of the exceptions, one who will end well. Despite a small corectie now and then, I suppose we going to see such corectie every year. Head cool and above all not be tempted to sell. Rather occasional buy more. What I also do every month, when the rate allows, under $ 3, I'm happy with every opportunity these days. Planned to build out my position to 50% of portfolio. That goal is now a little further through the fall. Have never had a stock where I felt so good at and slept well.
I reread the posts at breakneck pace. We're still here on the right track.
Jeff,
Why do you find an opportunity to buy cheap disillusionment? You know better than anyone that this is only temporary.
10 new contracts during the silent period.
Press Release: Matachewan Consolidated Mines, Limited Announces Dividend
Matachewan Consolidated Mines, Limited Announces Dividend
TORONTO, ONTARIO--(Marketwired - July 6, 2015) - Matachewan Consolidated Mines, Limited (TSX VENTURE:MCM.A) is pleased to announce the declaration of a dividend in the amount of $0.03 per common share, payable on July 30, 2015 to shareholders of record on July 23, 2015, the ex dividend date will be July 21, 2015.
It is the current intention of the company to continue to pay dividends, the amounts and the payment dates, to be determined after a review of cash available from oil and gas operations, continuing royalty payments, and investment income.
I do not know the numbers by head, but yes, they are moving in the right direction.
Still very much under the radar, but we can benefit from it. (I do)
If this gets too much attention ...
NYBOB, I hope you have not missed this: xau.v = bitgold.
:)
NYBob,
It was around this time last year that news and a dividend was announced.
Can we expect the same this year?
Any news?
Or Indications that something is imminent?
Thank you sellers, I expanded my position with 10 percent. beautiful. Pleased with this opportunity.
Filing
Date Transaction
Date Insider Name Ownership
Type Securities Nature of transaction # or value acquired or disposed of Price
Apr 7/15 Apr 6/15 McCloskey, Richard Duncan Indirect Ownership Common Shares 10 - Acquisition in the public market 24,000 $0.200
Mar 30/15 Mar 26/15 McCloskey, Richard Duncan Indirect Ownership Common Shares 10 - Acquisition in the public market 1,000 $0.200
Feb 23/15 Feb 19/15 McCloskey, Richard Duncan Indirect Ownership Common Shares 10 - Acquisition in the public market 3,500 $0.219
Nov 13/14 Nov 12/14 McCloskey, Richard Duncan Indirect Ownership Common Shares 10 - Acquisition in the public market 8,000 $0.200
Nov 10/14 Nov 7/14 McCloskey, Richard Duncan Indirect Ownership Common Shares 10 - Acquisition in the public market 2,000 $0.200
Oct 22/14 Oct 21/14 Zurowski, Michael T. Direct Ownership Options common 50 - Grant of options 150,000 $0.205
Oct 22/14 Oct 21/14 Matthew, A. George Direct Ownership Options common 50 - Grant of options 150,000 $0.205
Oct 22/14 Oct 21/14 German, Richard Direct Ownership Options common 50 - Grant of options 150,000 $0.205
Oct 22/14 Oct 21/14 Dumond, Edward Direct Ownership Options common shares 50 - Grant of options 175,000 $0.205
Oct 22/14 Oct 21/14 McCloskey, Richard Duncan Direct Ownership Options common 50 - Grant of options 250,000 $0.205
Sign up for an account or login above to see all SEDI filings within the past 6 months.
https://canadianinsider.com/node/7?menu_tickersearch=MCM+%7C+Matachewan+Cons+Mines
Is this a sign that a new dividend will come?
..
April 7, 2015
Input Capital Corp. Announces Record Capital Deployment in Q4.
$20.2 Million Deployed into 35 new Canola Streams.
Record Canola Tonnage Delivered and Sold.
http://investor.inputcapital.com/news/Press-Release-Details/2015/Input-Capital-Corp-Announces-Record-Capital-Deployment-in-Q4-Operations-Update/default.aspx
I like the action of the past few weeks, now catch your breath and take back a small step.
Used opportunity to buy under $3 again. :)
I would like to see them start with a small dividend. Grenville Royalty has done recently, and since then the trade volume increased significantly.
Nice week with big turnovers, new all-time high, I think we can expect news soon.
Hey NYBob
If you know of MCM and you have so much patience, then you must also like royalty's.
Therefore, I invite you to look at INPUT CAPITAL. I think you will like the idea.
Slowly they build upon and excellent idea.
I especially like the cautious approach.
Press Release Details 02/25/2015
Input Capital Corp. to Study Soybean StreamingREGINA, Feb. 25, 2015 /CNW/ - Input Capital Corp. ("Input" or the "Company") (INP.V) (INPCF) is pleased to announce that it has begun a study into streaming soybeans with Canadian farmers.
"We have been getting feedback from farmers in Manitoba and Ontario that they see potential value in streaming contracts for soybeans, and they have encouraged us to look at this market," said President & CEO Doug Emsley. "Our plan is to be consistent with our approach to new ideas: first, we'll educate ourselves on the soybean market, and if we agree with farmers that there is an opportunity for soybean streaming, we'll start with a limited number of small contracts as a pilot test. If those go well, we'll make soybean streaming into a standard offering along with our existing canola contracts."
Emsley continued, "Input has proven the canola streaming model and its applicability for Canadian farmers. Soybeans appear to be a natural extension of Input's canola streaming model, and streaming soybeans offers the possibility to spread our wings into more markets in Canada, and potentially beyond, in the years to come."
http://www.rmroyalty.com/
Rainy Mountain Royalty Corp. is a Canadian focused exploration company based in Thunder Bay, Ontario. The company explores for copper, zinc, nickel and precious metals in northwestern Ontario. One particular focus is on the platinum group metals in association with copper and nickel.
Rainy Mountain Royalty Corp. has three flagship assets plus an active portfolio of early stage projects.
Keith Carpenter, MBA, CFA | Canaccord Genuity Corp. (Canada) | KCarpenter@canaccordgenuity.com | 1.416.869.7325
Vitali Savitski | Canaccord Genuity Corp. (Canada) | VSavitski@canaccordgenuity.com | 1.416.869.7354
Raising Target Price
Q3 results are in line - 2015 is the inflection point; TP
to C$3.75 (from C$3.50), BUY
Investment recommendation
We believe Input Capital has reached an inflection point with the deployment of
C$17M in the last quarter, which was predominantly deployed in December. Given the
historical ramping of capital deployment towards spring planting, we have confidence
of a substantial increase in that capital deployment over the next several months,
and the April update should highlight that view. The improvement in the company’s
multiple over the past month speaks to this positive development. Add in the average
20% IRR management continues to realize in their contract signings, a strong canola
export market supporting pricing at our long term assumption, and the substantial cash
flow generation this model displays, we recommend investors initiate positions in this
company or add to existing positions.
Q3/F15 results are in line
Input Capital reported adjusted Q2/F2015 EPS of C$0.00 versus our estimate of US
$0.00 and consensus of C$0.01 while CFPS was reported at C$0.04, versus our forecast
of C$0.03 and consensus of C$0.04.
We expect the next catalyst to occur in early April with the release of their FQ4
capital deployment figures
INP deployed C$43M in total over the previous two years. Given they deployed a further
C$17M in a historically quiet period in FQ3, our expectation for a C$25M capital
deployment quarter in FQ4/15 should be comfortably attained. We then estimate
a C$20M deployment in FQ1/16 (April-June quarter). Over the past two years, INP
has deployed C$12M in that quarter, but given their expanded sales team, expanded
marketing effort and stronger prospect pipeline, we fully expect the company to swing
above the C$12M average of the past two years.
Cash flow per share growth is significant
In the current F15 (which ends in March), we estimate CFPS of C$0.13, C$0.25 in F16,
C$0.37 in F17, C$0.52 in F18, C$0.69 in F19 and C$1.08 in F20. We have assumed a
long term canola price of C$450 (net of basis) - prices are just shy of that level today.
Multiple expansion
We estimate the company to deploy significant amounts of capital in the coming
quarters, and as a result, we expect an increase in the company’s multiple. There are no
agriculture streamers to compare the company to but if we look at the precious metal
streamers, they trade in a range of 14x-31x in 2015 and 12x-30x in 2016. As INP’s fiscal
year end is March, their F2016 is closest to calendar year 2015 and similarly the F17
is closest to CY16. INP currently trades at 10.2x consensus F16 and 7.4x consensus
F17. INP’s multiple has been improving and we believe the inflection point arrived with
the announcement of a significant cash deployment update in January. We believe this
multiple will continue to improve through 2015 and will move into the lower double digits.