Espace MicroCaps is glad to invite you to its fourth thematic event, this time with a focus on the cleantech space, at the Bier Markt Montreal on Tuesday, September 26 at 5:00pm. Our events are the perfect occasion to improve your investing skills, discover new investment opportunities in the Canadian microcap space and network with likeminded investors.

The evening will start with an educational presentation from Pascal Drouin, Investment Manager at Cycle Capital Management. Mr. Drouin will share some insights about current industry trends in the cleantech space and important investment criteria to consider. He will end with examples of successful public companies and a brief introduction to the potential winners of tomorrow in the Canadian market. After that, two companies in the solar industry, Aurora Solar Technologies Inc. (TSX Venture: ACU) and UGE International Ltd. (TSX Venture: UGE), will present.

 

Where: Bier Markt Montreal, 1221 René-Lévesque W, Montreal

When: Tuesday, September 26 from 5:00pm to 7:00pm

Cost: FREE

The first 75 participants to register and to show up at the event before 5:25pm will receive a $10 coupon for a free drink of their choice. No coupons will be given after 5:25pm. A poutine bar will be offered to all attendees and appetizers will be served during the cocktail as well.

To reserve your spot: Eventbrite – Espace MicroCaps 5to7 Cocktail

We hand-picked the presenting companies based on the attractiveness of their business model, market opportunity and fundamentals.

 

Expert speaker: Pascal Drouin, Investment Manager at Cycle Capital Management

About Pascal Drouin: Pascal has more than ten years of experience in finance and portfolio management. He started working as a Financial Analyst at Multiple Capital where he was involved in numerous investments transactions in high-tech, information technology and biotechnology. He then joined GE Capital, where he was responsible for the development and implementation of commercial credit scoring models for the Canadian portfolio. Pascal has broad expertise in finance, risk management as well as analysis and financial modeling. Active as a board member of several companies, Pascal was also involved in the Conseil Patronal de l’Environnement du Quebec’s Stakeholders round table on carbon offset protocols for Quebec’s carbon cap and trade system (SPEDE). Pascal holds a Master’s degree in Administration science (M.Sc.) and a Bachelor’s degree in Business Administration from HEC Montreal.

About Cycle Capital Management: Cycle Capital Management is the most active cleantech VC in Canada. Cycle Capital invests in companies developing and commercializing clean technologies and striving to reduce greenhouse gas emissions, optimizing resource use, and improving process efficiency throughout a product’s life cycle.

Based in Montreal and managing assets of $231M, Cycle Capital invests in Quebec and across North America. Cycle Capital Management has a special relationship with its strategic partners, notably Brookfield Renewable Energy, Rio Tinto Alcan, Cascades, Group M3, Lonza, Gaz Métro, Systemex Énergies, Aluminerie Alouette, and Hydro-Québec.

 

Aurora Solar Technologies Inc. (TSX Venture : ACU)

About:  Aurora’s mission is to deliver exceptional results to the photovoltaic industry through measurement and control of critical processes during solar cell manufacturing. The company’s hardware and software solutions provide process engineers and production-line operators with the means to rapidly detect and correct process excursions, material faults, limit variations, and optimize processes, thereby eliminating yield-reducing and profit-killing product variation. Aurora is creating the standard for quality control systems for the global photovoltaic industry.

Opportunity: In the past, the solar industry has benefited from a large amount of subsidies to be viable. As these subsidies are gradually being withdrawn, solar panel producers need to improve their processes to remain competitive in a growing global market. Aurora’s patented solutions aim to provide productivity improvements and a rapid ROI to these producers, which is a huge market opportunity for the company. With a market capitalization of less than $15M and spectacular revenue growth, Aurora Solar Technologies will certainly be one to follow over the coming quarters!

 

UGE International Ltd. (TSX Venture : UGE)

About: UGE International is a turnkey commercial solar provider that delivers immediate savings to businesses through cheaper and more reliable solar energy. The company sells, develops, engineers, procures, manages and finances projects to help its commercial and industrial clients become more competitive through the low cost of distributed renewable energy. Distributed solar is the world’s fastest growing source of energy and has now become cheaper than the grid in UGE’s target markets.

Opportunity: With the cost of solar panels having dropped more than 90% over the last 10 years, distributed solar energy is now experiencing tremendous growth in North America. UGE International, being a leader in its market thanks to an experienced team, is in an excellent position to take advantage of this opportunity. After posting total revenue of USD $5.8M in 2016, the company’s backlog now stands at over USD $47M over the next 12 to 18 months. With a market capitalization of only $25M, the future looks very bright for UGE!

 

Sponsor: Steve Benjamin, Investment Advisor & Vice-President, Private Client Group at Raymond James Ltd.

Book an appointment with Steve Benjamin to uncover all the benefits of a full-service brokerage account. We have been clients with Steve Benjamin for many years and have benefited tremendously from his expertise in the microcaps space.

 

We hope you enjoyed the summer vacations and have recharged your batteries. It is now time to resume the search for the next great investment opportunities in the Canadian microcap space. We are very excited to introduce these two high quality companies as well as our exceptional guest speaker! To book your ticket, please click here.

We hope to see many of you on September 26!

Philippe and Mathieu

 

Disclosure: Philippe owns shares of Aurora Solar Technologies (ACU.V). Mathieu owns shares of UGE International (UGE.V).