Claude SoCold

Retired canadian ca. Enjoy digging up small and micro caps, whatever the industry.

[Claude SoCold @FreezingCdn]

@AB1001_disciple To each his own. BTW why don't you give more meat on the "dozen anecdotes floating around suggesting its the best device by a lot."

[Claude SoCold @FreezingCdn]

$PDEX While the Monogram/Zimmer robot is exciting, another shot on goal with new Helios driver for CMF applications that should launch any day, before the end of FY e.g. June 2026. Better margins and new clients ? CMF was their first market before thoracic.

[Claude SoCold @FreezingCdn]

@AB1001_disciple Hey Clippy, I get and share your excitement about Zimmer. I should have not posted about Helios ? One more growth avenue and more downside protection ? Seems to me the story is only getting better despite being a multi bagger. Long $pdex and will add more.

[Claude SoCold @FreezingCdn]

@AB1001_disciple Agree that the Zimmer stuff is exciting. However, adaptative torque-limiting applied to CMF and Thoracic has generated 10-20 baggers for some astute investors so do not discount it. Not a one trick pony, but yes, with a huge kicker with limited downside risk. Cheers

[Claude SoCold @FreezingCdn]

@friedoystercult @CHItrader Customers (Zimmer ?) accelerating spending on NRE/Prototype 531 K this Q = same spent last 2 Q or 700 K last fiscal year ? The pipeline in new products is building... 4th quarter with 15.6 M from backlog baked in, should be similar to this Q, nice growth vs last year.

[Claude SoCold @FreezingCdn]

@Empiretrader82 The truth of the pudding is in the eating : @RealRickRule has take positions in major Dundee's investments : $NICU $RVG and more recently $STN.AX, all at Boca. 2nd time top pick : Dundee has one of the best due diligence process (the best ?) or so he said not too long ago.

[Claude SoCold @FreezingCdn]

@YellowLabLife Dundee's Goodman $DC.A calls Saturn one of its 2 best ideas and has been adding substantially to his position in February at lower price than last fall placement. If Australians do not understand heap leaching, overseas investors do and will bid it up. Cheers

[Claude SoCold @FreezingCdn]

@Mark_IKN Hmm a typical holdco discount ? $DC-A.TO Dundee is trading at less than $4 with more than $6 in NAV, $ 200 M ($2/share) in cash, with more to come, out of great deals for $MAE and Reunion and Android. And a free lotto ticket with TauRx and its Alzheimer treatment.

[Claude SoCold @FreezingCdn]

Whoever said that NRs after the close on friday were bad ? $PFEX Pro-Dex with this extension removing a major risk. Last week was Dundee $DC-A.TO NRed the closing of their Android deal with a 30% premium. Maybe release good news on monday morning next time for more punch ?

[ACCESS Newswire @AccesswireNews]

$PDEX Pro-Dex, Inc. Announces Contract Extension With Largest Customer https://t.co/bWwXGKXKeP

[Claude SoCold @FreezingCdn]

@ResourceTalks @_Yux__ @AwaleResources And it helps some geographically challenged investors, especially located in America (north of the Gulf)... Still remember the guy (with an IT degree no less) that believed Bulgaria was in Latam (like Guatemala, Nicaragua and the like...)

[Claude SoCold @FreezingCdn]

$DC-A.TO Typical Friday post market close NR with the long awaited Android transaction closing. Bad ? Nope !!! Dundee is getting $ 42.6 M instead of 31.6 M when deal first NRed last Feb. Fully cash up (200M +), let Jon Goodman compound the capital.
https://t.co/QtNQoIFxuX

[Claude SoCold @FreezingCdn]

@GuyImpatient They are not selling the warrants, only the shares. This is an upside for them : 7.6 M warrants exercisable on average at 1.09. Cash wise, if they were to exercise them right now and sell the shares at say 4.00 this would be an extra $ 22.M for Dundee

[Claude SoCold @FreezingCdn]

@Mark_IKN Any back of the envelope valuation guess on this $MARI.To NSR ? Thanks

[Claude SoCold @FreezingCdn]

@Mark_IKN You can take Monday to compile it, we are used to receive your newsletter a day late :)

[Claude SoCold @FreezingCdn]

@Mark_IKN

[Claude SoCold @FreezingCdn]

Seems to me that with cash flowing in the sector, picks and shovels stories should benefit $GEO.TO $OGD.TO as this financing will be spent on drilling. When do they start fighting for drills ?

[Kai Hoffmann @JrMiningGuy]

Sneak Peek: Financing Overview 2025

Financings on track for 2nd-best year since 2011💰
Closed financings have surpassed C$5.5bn in 2025.

More insights about the state of junior mining & exploration financing in my opening remarks @DtGoldmesse this coming Friday!

#gold

[Claude SoCold @FreezingCdn]

UK Martyn's law requirements on venues over 200/800 persons could be huge for $XTRAF $XTRA.TO Adopted May 2025, 2 years to implement, seems to me that this is the second whammy after One with US schools. Triple whammy ? California and hospitals...

[Claude SoCold @FreezingCdn]

Not only in the US. How often do you see comments like this on a product testing by an 3rd party on Linked in ?
https://t.co/fQSnhl6REv

[Alpha Wolf Impact @AlphaWolfTrding]

$XTRAF Xtract One is executing its plan; this is an impact company. This is a perfect example of a company worthy of making a ripple. One person can make a ripple, a groundswell of people asking why this isn't used in every school across the country. That creates a wave, and it's what makes change happen. https://t.co/GcoTesRIxc