What podcasts say about Tegan Murray
Every statement, with the speaker, the exact quote and the moment it was said.
What Tegan Murray has said on podcasts
12 statements · 8 positive · 2 negative · 2 neutral
- on Canadian bank valuationsNegativeOct 10, 2026· Planet MicroCap Podcast | MicroCap Investing Strategies
Canadian bank valuations are at decade highs, warranting caution.
“we'd be cautious on the banks generally right now because you're looking at 10-year uh highs in terms of valuations”
Open the episode · Canada, Cannabis, Tariffs, Takeouts and Toronto 2026 Preview with Mathieu Martin, Ryan Irvine and Teagon MurrayListen at 5:28
VersaBank can compound earnings above 20–25% annually for three to five years.
“we think they can compound earnings at like 20 to 25% plus for a three to five year period”
Open the episode · Canada, Cannabis, Tariffs, Takeouts and Toronto 2026 Preview with Mathieu Martin, Ryan Irvine and Teagon MurrayListen at 6:26
Group Dynamite is attractive enough for more aggressive buying at current prices.
“we would be more aggressive buying Group Dynamite in its current range”
Open the episode · Canada, Cannabis, Tariffs, Takeouts and Toronto 2026 Preview with Mathieu Martin, Ryan Irvine and Teagon MurrayListen at 8:06
- on Microcap acquisitions versus IPOsNeutralOct 10, 2026· Planet MicroCap Podcast | MicroCap Investing Strategies
Microcap acquisitions currently outnumber IPOs.
“you're seeing more takeouts than you're seeing IPOs”
Open the episode · Canada, Cannabis, Tariffs, Takeouts and Toronto 2026 Preview with Mathieu Martin, Ryan Irvine and Teagon MurrayListen at 13:23
- on Junior mining companiesPositiveOct 10, 2026· Planet MicroCap Podcast | MicroCap Investing Strategies
Investors evaluating junior miners should favor companies with cash flow.
“look for the, if you're looking at miners, look at companies with cashflow, please, please.”
Open the episode · Canada, Cannabis, Tariffs, Takeouts and Toronto 2026 Preview with Mathieu Martin, Ryan Irvine and Teagon MurrayListen at 13:57
- on Canadian junior mining sectorNegativeOct 10, 2026· Planet MicroCap Podcast | MicroCap Investing Strategies
Junior mining is unsuitable for long-term small-cap business growth.
“if you want a real business that you're going to grow in the small cap sector long-term, don't go to the junior mining sector.”
Open the episode · Canada, Cannabis, Tariffs, Takeouts and Toronto 2026 Preview with Mathieu Martin, Ryan Irvine and Teagon MurrayListen at 14:18
Canadian companies have been resilient in managing tariff-related disruptions.
“the companies... within the Canadian market have been remarkably, in our opinion, resilient”
Open the episode · Canada, Cannabis, Tariffs, Takeouts and Toronto 2026 Preview with Mathieu Martin, Ryan Irvine and Teagon MurrayListen at 26:05
Group Dynamite’s margins increased after tariff-related pricing and supplier changes.
“margins actually increased”
Open the episode · Canada, Cannabis, Tariffs, Takeouts and Toronto 2026 Preview with Mathieu Martin, Ryan Irvine and Teagon MurrayListen at 26:54
- on Planet Microcap Toronto presenting companiesNeutralOct 10, 2026· Planet MicroCap Podcast | MicroCap Investing Strategies
Keystone Financial screens every company presenting at the event.
“we look at every company at the event”
Open the episode · Canada, Cannabis, Tariffs, Takeouts and Toronto 2026 Preview with Mathieu Martin, Ryan Irvine and Teagon MurrayListen at 43:10
BioSyent’s fair value is approximately $20, supporting ownership at current prices.
“Our fair value is $20. And we still like it in this range.”
Open the episode · Canada, Cannabis, Tariffs, Takeouts and Toronto 2026 Preview with Mathieu Martin, Ryan Irvine and Teagon MurrayListen at 53:01
Hammond Power’s backlog is primarily tied to AI data centers.
“The biggest percentage of their backlog is for AI data centers.”
Open the episode · Canada, Cannabis, Tariffs, Takeouts and Toronto 2026 Preview with Mathieu Martin, Ryan Irvine and Teagon MurrayListen at 55:37
ADF Group trades at 5.5 times the speakers’ 2028 earnings estimate.
“we can buy it for 5.5 times our 2028 earnings estimate”
Open the episode · Canada, Cannabis, Tariffs, Takeouts and Toronto 2026 Preview with Mathieu Martin, Ryan Irvine and Teagon MurrayListen at 56:29
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.