Zedi Inc ZEDIF

RE:Length research series on Zedi

[mjh9413]

Yes thanks for that. Much to digest. I got into ZED after news of the Crescent Point deal but the change s in sp behaviour and volumes sure are gratifying. I liked the analyst's report in total but particularly the assessment of Silverjack (the effect of its inventory build-up on financial performance and its potential growth), and the idea that recurring revenues already cover costs (as defined.)  Jason Donville was looking at this several months ago (reported as much when lunchtime guest on BNN) but had not then pulled trigger as not yet at his fund's thresholds for ROE etc. Maybe he will be talking on ZED this friday's market call...if he does, hope its good. GLA