Letters by company

Kraken Robotics Inc

2 letters discussing PNG. Everything written about it on this site is on its ticker page.

PenderFund Capital Management Ltd. Pender Small Cap Opportunities Fund - September 2026 Pender Small Cap Opportunities Fund maintained a defensive posture while arguing that AI power demand, electrification, reshoring and energy security could revive investment in Canadian infrastructure and resources. It cited Sangoma’s agreed sale, Tantalus’s smart-grid index inclusion, PAR’s Kwik Fill partnership and Kraken Robotics’ Covelya integration risk. September 2026 GRID $171MPNG $1.1BSTC $157M
PenderFund Capital Management Ltd. Pender Alternative Special Situations Fund Manager’s Commentary Pender Alternative Special Situations Fund added to Telesat after its Canadian Armed Forces connectivity agreement and backed McDermott’s rights offering as a catalyst for balance-sheet repair and future liquidity. The portfolio raised cash, increased time-bound catalyst exposure and retained hedges amid geopolitical, trade and commodity-market uncertainty. July 2026 NEO $842MVNP $1.8B