awfully quiet board There has been more chatter on boards and twitter: equity hog and moshechaim on stocktwits, wal street danny on twitter, Keystone Stocktlk podcast episode 239 and a few questions posted to 5i Research site.
No direct comparable companies on the tsx makes it harder to evaluate. I think almost all of the companies that do this kind of work are not-publicly owned, in Canada and the US.