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Conference Recap APRIL 2018 2018 INSTITUTIONAL INVESTOR CONFERENCE RECAP Institutional Investor Conference Recap On April 4th & 5th, 2018, LBS hosted its fifth Annual Institutional Investor Conference in Montreal, which included a reverse roadshow. Attendance was exceptionally strong with approximately 350 people attending and included presentations from over 55 corporate issuers. We believe that the strong attendance at the conference is indicative of continued interest in our product, following strong performances in 2016 and 2017, making it a top ranked conference in Canada. Presentations included traditional group presentations, panel discussions (on Transportation, Power, Canadian REITs, Blockchain Technology, Mortgage Lending, the Canadian Restaurant Industry, Precious Metals, Agriculture Equipment and Infrastructure & Design), as well as over 350 one-on-one meetings between corporate issuers and institutional investors. Building on the success of last year’s reverse roadshow plant tour, this year’s event included an aircraft tour at Transat; a tour of one of SIR Royalty IF’s Jack Astor’s locations; TECSYS Inc.’s logistics R & D facility; and 5N Plus’s rare metals processing facility. The following is a list of tours and corporate presentations that took place: We would like to thank all those who participated and we look forward to hosting our next conference in early April 2019. Ben Vendittelli, MBA, CFA Senior Vice-President, Head of Equity APRIL 2018 i Table of Contents CONSUMER PRODUCTS INDUSTRIALS Boston Pizza Royalties IF (BPF.UN-T – $20.11) ................................... 2 Cargojet Inc. (CJT-T – $67.69) ............................................................. 22 Boyd Group Income Fund (BYD.UN-T – $107.20) ............................... 2 Exchange Income Fund Corp. (EIF-T – $30.88) ................................. 22 CCL Industries Inc. (CCL.B-T – $63.57) ................................................. 3 Fortis Inc. (FTS-T – $43.08) .................................................................. 23 Enercare Inc. (ECI-T – $17.06) ............................................................... 3 Hydro One Ltd. (H-T – $21.11) ............................................................. 23 Freshii Inc. (FRII-T – $6.28) ..................................................................... 4 IBI Group Inc. (IBG-T – $7.37) .............................................................. 24 LXRandCo, Inc. (LXR-T – $2.00) ............................................................ 4 Ontario Power Generation Inc. (Private) .............................................. 24 Park Lawn Corporation (PLC-T – $26.01) .............................................. 5 SNC-Lavalin Group Inc. (SNC-T – $54.30) ......................................... 25 SIR Royalty IF (SRV.UN-T – $14.78) ..................................................... 5 Stantec Inc. (STN-T – $31.50) .............................................................. 25 Sleep Country Canada Holdings Inc. (ZZZ-T – $35.12) ....................... 6 Stella-Jones Inc. (SJ-T – $45.68) ......................................................... 26 Sportscene Group Inc. (SPS.A-V – $8.00) ............................................. 6 TFI International Inc. (TFII-T – $33.89) ................................................ 26 Uni-Select Inc. (UNS-T – $20.01). .......................................................... 7 WSP Global Inc. (WSP-T – $57.29) ..................................................... 27 DIVERSIFIED AGRICULTURE MINING Ag Growth International Inc. (AFN-T – $52.30) ..................................... 9 Argonaut Gold Inc. (AR-T – $2.28) ....................................................... 29 Andrew Peller Limited (ADW.A-T – $18.28) .......................................... 9 Balmoral Resources Ltd. (BAR-T – $0.27) .......................................... 29 Cervus Equipment Corp. (CERV-T – $13.80) ..................................... 10 Bonterra Resources Ltd. (BTR-V – $0.50) ........................................... 30 Rocky Mountain Dealerships Inc. (RME-T – 12.37) ............................ 10 Detour Gold Corp. (DGC-T – $13.93) .................................................. 30 Eastmain Resources Inc. (ER-T – $0.22) ............................................ 31 DIVERSIFIED TECHNOLOGIES Nighthawk Gold Corp. (NHK-T – $0.66) .............................................. 31 5N Plus Inc. (VNP-T – $2.95) ................................................................ 12 Osisko Mining Corporation (OSK-T – $2.38) ....................................... 32 Blockluxe Network Inc. (Private) ........................................................... 12 Probe Metals Inc. (PRB-V – $1.26) ...................................................... 32 The Descartes Systems Group Inc. (DSG-T; DSGX-O– US$28.75) ... 13 TMAC Resources Inc. (TMR-T – $8.28) .............................................. 33 Globalive Technology Partners Inc. (Public – $1.00) .......................... 13 Wesdome Gold Mines Ltd. (WDO-T – $2.01) ..................................... 33 Kinaxis Inc. (KXS-T – $81.68) ............................................................... 14 Leonovus Inc. (LTV-V – $0.19) ............................................................. 14 REAL ESTATE Savaria Corporation (SIS-T – $17.48) .................................................. 15 Boardwalk REIT (BEI.UN -T – $44.08) ................................................ 35 Solium Capital Inc. (SUM-T – $10.75) .................................................. 15 InterRent REIT (IIP.UN-T – $10.15) ..................................................... 35 TECSYS Inc. (TCS-T – $16.11) ............................................................ 16 Northview Apartment REIT (NVU.UN-T – $25.99) ............................. 36 VitalHub Corp. (VHI-V – $0.15) ............................................................. 16 Appendix I – Coverage Universe ...................................................... 37 FINANCIAL SERVICES Appendix II – Disclosures .................................................................. 38 Currency Exchange International, Corp. (CXI-T – $29.10) ................. 18 Equitable Group Inc. (EQB-T– $53.50) ................................................ 18 All prices are as of April 10, 2018 close, unless otherwise stated. First National Financial Corporation (FN-T – $26.63) .......................... 19 Laurentian Bank (LB-T – $47.96) .......................................................... 19 People Corporation (PEO-V – $7.25) ................................................... 20 Street Capital Group Inc. (SCB-T –$0.70) ............................................ 20 APRIL 2018 ii APRIL 2018 1 Company Profile Boston Pizza Royalties IF (BPF.UN-T) Boston Pizza Royalties Income Fund earns a royalty stream Rating: Hold – Target: $20.00; Price: $20.11 based on the franchise system sales of the 391 Boston Elizabeth Johnston, Analyst Pizza restaurants included in the fund’s royalty pool. Boston We summarize key points from Boston Pizza’s participation in our Pizza is a moderately priced dual casual dining restaurant / Restaurant Industry Panel discussion. sports-bar concept. 99% of restaurant units are franchised. Menu innovation is an important driver of SSSG, and Boston Pizza Market and Company Data uses ‘feature sheets’ to promote limited time offers (i.e. seasonally) as Ticker BPF.UN-T FD Shares O/S (M) 24.8 well as using specific daypart features, like the lunch promotion (2017 Rating Hold Market Cap (M) $498.7 Risk Medium Float O/S (M) 21.9 was a strong year for this daypart). Additionally, the company adds Price $20.11 Float Value (M) $440.1 new categories of items (i.e. new thin crust pizzas). 1-Yr Target $20.00 Avg Daily Volume (k) 50.0 Dividend $1.38 Enterprise Value (M) $582.2 . In terms of new store development, Boston Pizza continues to target Yield 6.9% Control Blocks: 1-Yr ROR 6.3% BP International 11.8% 10-15 new stores per year, and has been able to open new stores 52 Wk High-Low $23.48-$19.36 Net Debt/EBITDA 2x Valuation 7% target yield Next Reporting May-18 across Canada. In Quebec, the company remains relatively Year End Dec. 31 underpenetrated (compared to Western Canada) and this remains a Distributable Cash per Unit region of focus. Q1 Q2 Q3 Q4 Annual P/DCF 2016 $0.32 A $0.35 A $0.38 A $0.34 A $1.39 A 14.5x . When it comes to increases in the minimum wage in Ontario, Boston 2017 $0.31 A $0.35 A $0.39 A $0.33 A $1.35 A 14.8x 2018E $0.33 $0.34 $0.36 $0.33 $1.37 14.7x Pizza has the ability to increase prices. Additionally, there are cost 2019E $1.39 14.4x saving opportunities at the store level by focusing on staff retention EBITDA ($M) Q1 Q2 Q3 Q4 Annual EV/EBITDA (which saves on training costs). 2016 $10.2 A $10.9 A $11.1 A $10.5 A $42.7 A 13.6x 2017 $10.4 A $10.9 A $11.5 A $10.8 A $43.5 A 13.4x 2018E $10.7 $11.3 $11.9 $11.2 $45.1 12.9x 2019E $46.6 12.5x Source: Company reports; Thomson; Bloomberg; LBS estimates. Company Profile Boyd Group Income Fund (BYD.UN-T) Boyd Group is the largest corporate-owned multi-location Rating: Buy – Target: $120.00; Price: $107.20 operator in North America’s $30-40B collision repair Elizabeth Johnston, Analyst industry, with 120 locations in Canada and 389 in the United . Within the collision repair industry, there is a strong opportunity for States. Boyd currently operates three brands as well as an growth, supported by a highly fragmented market in the United States. auto glass repair referral network. Repair services
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