Savvy Trades and Investments

[researcher59]

NOA -2.93 to 13.84 after hours after the disappointing Q2 earnings with adj EPS of just C$0.02 .... however they claim there were temporary factors adversely impacting Q2 and are guiding for 2nd half EPS of C$1.50 (US$1.10) midpoint, albeit down from C$2.05 previously.

I'm rather pessimistic that they'll meet their 2nd half guidance, but will hold until I see the Q3 results in November. If it's another lousy quarter I'll sell for tax purposes. I'm averaged into a small position at $18.61.

https://nacg.ca/wp-content/uploads/2025/08/Interim-FS-Report-English-Q2-2025.pdf