Quinsam Capital Corp (QCAAF) Q2 2026 Earnings Call

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WEBVTT 00:00:00.311 -- 00:00:06.755 Good morning everyone and welcome to the second quarter conference call for Quinsom. 00:00:07.117 -- 00:00:11.040 I'm going to assume that everybody's seen and read the press release, so I'm not going 00:00:11.040 -- 00:00:14.582 to sort of reiterate what's in the press release. 00:00:14.582 -- 00:00:20.267 We had an okay second quarter, we made some money, 00:00:20.267 -- 00:00:22.549 we retired 00:00:22.549 -- 00:00:26.971 a few more shares, which helps to tighten up the float. 00:00:27.808 -- 00:00:33.111 Not a great deal of activity on the buy side or the sell side. 00:00:33.111 -- 00:00:36.734 We have some cash ready to deploy. 00:00:36.734 -- 00:00:42.238 We have an increasing proportion of assets in the liquid portfolio, 00:00:42.238 -- 00:00:44.239 which is the goal. 00:00:44.239 -- 00:00:50.003 And we expect to see some nice moves there in the coming quarter 00:00:50.003 -- 00:00:54.924 with the expected listing of the Peninsula Capital. 00:00:54.924 -- 00:00:56.924 So, 00:00:56.925 -- 00:01:01.967 you know, the third quarter, I would say, is off to a positive, modestly 00:01:01.967 -- 00:01:04.527 positive start. 00:01:04.748 -- 00:01:10.029 We've seen some improvements in EDM resources again, in 00:01:10.029 -- 00:01:11.710 Bluemetric, 00:01:11.710 -- 00:01:14.471 in Reflex. Reflex has actually had a very nice move. 00:01:14.471 -- 00:01:18.712 It's not a big position, but it's had a very, very nice move. 00:01:19.485 -- 00:01:21.666 with nothing in particular 00:01:21.666 -- 00:01:27.470 on the negative side. So if I were to guess today, I guess we're up another 0.2 00:01:27.470 -- 00:01:31.191 or 0.3 cents as of today. 00:01:31.233 -- 00:01:36.176 But the key factor for Q3 is going to be the listing of Peninsula Capita...