Investors / stance tracking
What Ryan Irvine is saying
FollowFollowingUnfollowPresident & CEO, KeyStone Financial (small-cap research)
6 dated public stances tracked since 2026-10-09, most recently 2026-10-09. Each line carries the date and the venue it came from; quotation marks mean verbatim. Methodology.
The stances below are c8alpha's editorial distillation of Ryan Irvine's public commentary — television, podcasts, and interviews — compiled by automated transcript analysis and dated to the episode they came from. They may lag the speaker's current view and may contain extraction errors. Text in quotation marks is verbatim from the episode; everything else is our paraphrase. Ryan Irvine is not affiliated with c8alpha and has not endorsed this page. Nothing here is investment advice.
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6
tracked stances
6
themes
0
side flips
2026-10-09
last heard
Most-argued themes
| Theme | Stances | Lean | Mix | Last |
|---|---|---|---|---|
| BANKS | 1 | 1 bearish | 2026-10-09 | |
| BIOSCENT | 1 | 1 bullish | 2026-10-09 | |
| DNG | 1 | 1 bullish | 2026-10-09 | |
| DRX | 1 | 1 bullish | 2026-10-09 | |
| GDIN | 1 | 1 bullish | 2026-10-09 | |
| VBNK | 1 | 1 bullish | 2026-10-09 |
Tracked stances
bullish / bearish is a view they argued; owns / short is a position they said they hold.
2026-10-09
GDIN
bullish
Planet MicroCap · video
Group Dynamite trades at the same forward PE today (~$50) as when Keystone originally bought at $16, yet earnings have grown massively, same-store sales remain strong, and Liberation Day's selloff to $10 provided an additional entry; the market has not…
“earnings have come up massively over the past two years... it trades at the same forward PE today at $50 that it did then”
Canada, Cannabis, Tariffs, Takeouts and Toronto 2026 Preview
2026-10-09
VBNK
bullish
Planet MicroCap · video
Versa Bank is a virtual bank that entered the US market where growth is concentrated, trades at 12-14x 2027 earnings despite a credible path to compounding earnings at 20-25% for 3-5 years
“they have a structured receivable purchase plan entered the US market. That's where the growth is”
Canada, Cannabis, Tariffs, Takeouts and Toronto 2026 Preview
2026-10-09
DRX
bullish
Planet MicroCap · video
ADF Group is a steel structure fabricator that has shifted its backlog from 70% US to 70% Canadian exposure and is participating in Quebec hydroelectric infrastructure, trading at approximately 5.5x 2028 earnings estimates with a margin and earnings…
“steel infrastructure superstructure company that now is playing into hydroelectric in Quebec... 5.5 times our 2028 earnings estimate”
Canada, Cannabis, Tariffs, Takeouts and Toronto 2026 Preview
2026-10-09
BIOSCENT
bullish
Planet MicroCap · video
Bioscent is a net-cash Canadian iron supplement company that acquired a dental business driving near-term 95% revenue growth, with a pattern of shareholder-friendly capital returns via buybacks and dividend growth, and trades below its ~$20 fair value at…
“they buy back shares. They increase their dividend over time... fair value is 20”
Canada, Cannabis, Tariffs, Takeouts and Toronto 2026 Preview
Canadian bank valuations are at 10-15 year highs, making the risk/reward unattractive despite strong performance year-to-date
“you're looking at 10-year highs in terms of valuations... we'd be cautious”
Canada, Cannabis, Tariffs, Takeouts and Toronto 2026 Preview
2026-10-09
DNG
bullish
Planet MicroCap · video
Dynacor Gold (milling services for small-scale gold miners in Peru) carries net cash, pays a solid dividend, and is growing its mill base into Ecuador, offering leveraged exposure to gold prices through a services model without exploration risk—though…
“they are miller not a producer of ore... service company for small-scale gold companies in Peru... pay a solid dividend”
Canada, Cannabis, Tariffs, Takeouts and Toronto 2026 Preview
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