Summer 2026 Virtual Conference Replay Summary

A niche defense-components manufacturer combines sole-source submarine exposure with a strong balance sheet, while major naval procurement awards could drive a meaningful backlog inflection

A dominant frozen-sauce supplier is pursuing growth through national restaurant accounts, international expansion, and added capacity while maintaining strong margins and a clean balance sheet

An aerospace and defense supplier is benefiting from rising backlog, expanding margins, and new aircraft-modification opportunities, with a potential casino divestiture offering additional optionality

A specialty communications equipment company is emerging from a multi-year turnaround, with improving margins and potential upside from cooling, defense, and data-center applications

We hosted an investor roundtable focused on artificial intelligence, memory, data center infrastructure, and where investors may find opportunities as AI demand continues to expand. The panel included Gurkirat Singh, an engineer and former large language model developer who worked on AI systems for Salesforce and PayPal; John Cormier of Mufasa Holdings, an investment banker by training who is currently investing in and building AI-focused businesses; Diego La Torre, Research Associate at GeoInvesting; and Paul of Singularity Research, an engineer and investor focused on data centers, software, AI stocks, and AI-driven research tools.

Grey Wolf Health Corp. (TSXV:WOLF) operates two specialized compounding pharmacies and a national animal-health commercial platform in Canada. Roughly two-thirds of revenue comes from pharmacy compounding, where customized human and animal formulations are produced for pharmacies, practitioners, patients, and veterinary clinics, while approximately one-third comes from animal-health products distributed primarily through the veterinary channel.

Alchemy Labs operates two nanotechnology businesses. Crypsis develops nanoparticle-based thermal-signature management materials for defense applications, while ExoShield sells windshield-protection films designed to reduce replacement costs and downtime for vehicle owners, installers, fleets, and original equipment manufacturers.

$URLOF (CSE:URL) owns 81.5% of NameSilo LLC, a low-cost domain registrar with approximately 6.3 million domains under management, while deploying the cash generated by that business into acquisitions and investments. The registrar earns revenue from domain registrations and renewals plus ancillary services including hosting, email, security, website tools, and a forthcoming AI-based product.

$IFABF (TSX:IFA) develops textile and surface-treatment technologies and monetizes them primarily by designing, manufacturing, importing, and distributing finished products incorporating its proprietary chemical technologies. Its largest emerging opportunity is medical apparel, particularly protective scrubs and lab coats sold through major retailers, while the broader platform also addresses bedding, footwear, hospitality, transportation, and other textile applications.

$DNGDF (TSX:DNG) operates a gold processing business, purchasing ore from government-permitted artisanal and small-scale miners, processing it in centralized plants, and selling refined gold.. Its established Peru operation processes roughly 500 tons per day and sources from approximately 750 miners through 13 purchasing offices, with the company earning its economics from the spread between ore purchasing and refined-gold sales.

$BEWFF (TSXV:BEW) designs and manufactures low-cost asset-tracking hardware, firmware, and application programming interface infrastructure for mobile assets including trailers, containers, equipment, bikes, and other non-powered assets. The company primarily sells through distribution partners such as telecommunications carriers and vehicle telematics providers, with every deployed device generating recurring service revenue.

Interlink Electronics develops sensors, printed electronics, smart-textile technologies, and engineered sensing solutions used across medical, industrial, automotive, environmental, consumer, and other applications. Its portfolio includes force-sensing resistors, gas and air-quality sensors, printed electronics, membrane interfaces, rugged touchpads, and conductive-transfer technology for wearable and smart-textile applications.

RF Industries manufactures passive communications and interconnect products including fiber, coax, data cables, wire harnesses, and related systems used across telecom, wireless, aerospace, defense, transportation, and other infrastructure markets. The company has been moving from individual component sales toward higher-value solutions where it participates earlier in customer engineering and design decisions.

Pro-Dex provides design, engineering, manufacturing, regulatory, and repair services for medical-device companies, with particular expertise in powered surgical instruments and robotic-surgery end effectors. The company also owns proprietary products and software, including adaptive torque-limiting technology incorporated into powered surgical screwdrivers.

Bimergen Energy develops and operates battery energy storage projects that buy electricity during lower-priced periods and sell it back to utilities when prices rise. The company acquired 23 development-stage projects in 2024 and intends to finance construction primarily through project-level debt, tax-credit monetization, and joint-venture partners rather than substantial parent-company equity.