ToffCap’s Monday Monitor provides a snapshot of the largest changes in our watchlist. New (potentially) interesting investments and trades are regularly added to the list, with a special focus on companies that screen cheaply and catalyst trades. The list is dynamic; it will continue to grow and change going forward. If you have interesting additions to the list, feel free to contact us at
DNTL also have a huge tailwind coming : https://www.todocanada.ca/what-to-know-about-the-new-free-canadian-dental-care-plan-proposed-in-2023-budget/
Interesting additions this week!
Where do you see indications that NUVB will wind down if current trials fail? FWIW Baupost exited recently - yet this is the kind of special situation they generally like?