Azimuth Capital Management

Monolith Materials, Inc. is a manufacturer based in Lincoln, Nebraska, specializing in sustainable production methods. Founded in 2012, the company operates a process called methane pyrolysis to produce low-emission carbon black and hydrogen. This innovative approach utilizes renewable electricity rather than combustion, distinguishing Monolith's products in the market. In addition to carbon black, the company also generates hydrogen tail-gas, which serves as a co-product for power generation and industrial gas applications. Monolith Materials, Inc. previously operated under the name Boxer Industries, Inc. and rebranded in December 2014. The company has an additional office located in San Carlos, California.

H Cycle specializes in waste gasification technology to convert waste into low-cost, low-carbon hydrogen for various industrial and retail applications. The company employs a thermal conversion process that utilizes heat and electricity to transform waste materials, resulting in minimal emissions and safe by-products. This innovative approach supports the circular economy by providing a carbon-neutral hydrogen solution suitable for refining, manufacturing, direct vehicle fueling, and aviation, thereby enabling customers to adopt more sustainable practices.

Monolith Materials, Inc. is a manufacturer based in Lincoln, Nebraska, specializing in sustainable production methods. Founded in 2012, the company operates a process called methane pyrolysis to produce low-emission carbon black and hydrogen. This innovative approach utilizes renewable electricity rather than combustion, distinguishing Monolith's products in the market. In addition to carbon black, the company also generates hydrogen tail-gas, which serves as a co-product for power generation and industrial gas applications. Monolith Materials, Inc. previously operated under the name Boxer Industries, Inc. and rebranded in December 2014. The company has an additional office located in San Carlos, California.

Corex Resources Ltd. is an oil and natural gas company based in Calgary, Canada, operating primarily in Western Canada. Founded in 2007 and formerly known as Amarone Oil & Gas Ltd., the company focuses on creating shareholder value through the development of drilling opportunities, acquisitions, and exploring complementary farm-in prospects. Corex Resources is recognized as a junior oil and natural gas operator committed to generating returns by leveraging both internally generated exploration and development initiatives.

Enoflex specializes in manufacturing pipelines that facilitate the energy transition towards a low-carbon future. The company employs an industrial-scale additive manufacturing process to produce cost-effective solutions tailored to the evolving requirements of liquefied natural gas (LNG), carbon sequestration, and the hydrogen economy. By focusing on these emerging sectors, Enoflex aims to support clients in their efforts to adopt sustainable energy practices and contribute to a more environmentally friendly world.

PunchLab is a mobile application designed to enhance home fitness through boxing-inspired workouts. The app transforms a standard punching bag into a smart device that detects, measures, and responds to strikes using only a smartphone, eliminating the need for additional equipment. By leveraging existing smartphone technology, PunchLab provides users with real-time feedback on their workouts and offers training routines curated by world-class athletes. This innovative approach allows combat sports and fitness enthusiasts to engage in effective workouts at home while tracking their progress accurately.

Whitecap Resources is an oil-weighted growth company based in Calgary, Alberta, established in 2009. It specializes in acquiring, developing, and managing interests in petroleum and natural gas properties. The company primarily focuses on light oil production from its Canadian assets, utilizing advanced extraction techniques such as horizontal drilling and multistage fracturing to enhance recovery. Whitecap is committed to sustainable long-term growth and shareholder returns, which is reflected in its practice of paying monthly cash dividends to shareholders. Additionally, the company is recognized for its efforts in carbon dioxide storage, further emphasizing its dedication to responsible resource management and environmental sustainability.

Recover Energy Services Inc. is an environmental technology company based in Calgary, Canada, specializing in the removal and recycling of oil left on drill cuttings generated from oil-based mud drilling. Founded in 2008 and formerly known as Cutting Edge Systems Inc., the company utilizes a patented process to clean oil-based drilling waste, effectively recovering base oil and significantly reducing carbon dioxide emissions. By providing a sustainable and eco-friendly disposal method for oil-based drill cuttings, Recover Energy Services aims to minimize the environmental impact of the oil field industry in Canada, enabling oil and gas companies to manage their waste safely and cost-effectively.

Monolith Materials, Inc. is a manufacturer based in Lincoln, Nebraska, specializing in sustainable production methods. Founded in 2012, the company operates a process called methane pyrolysis to produce low-emission carbon black and hydrogen. This innovative approach utilizes renewable electricity rather than combustion, distinguishing Monolith's products in the market. In addition to carbon black, the company also generates hydrogen tail-gas, which serves as a co-product for power generation and industrial gas applications. Monolith Materials, Inc. previously operated under the name Boxer Industries, Inc. and rebranded in December 2014. The company has an additional office located in San Carlos, California.

TimberRock Energy Corp. is an oil and gas company based in Calgary, Alberta, specializing in the exploration and production of oil and gas resources. Founded in 2004, the company focuses its operations primarily in the Alberta region, aiming to develop and maximize the potential of its energy assets. Through its exploration initiatives, TimberRock Energy seeks to identify and capitalize on new oil and gas opportunities, contributing to the energy sector in Canada.

TimberRock Energy Solutions, Inc. is a technology-enabled energy infrastructure company based in Frederick, Maryland, specializing in innovative energy generation and efficiency solutions. Established in 2008, the company focuses on microgrids, combined heat and power, fleet electrification, solar photovoltaic systems, and energy storage software. Its proprietary Distributed Energy Management and Aggregation Platform (DE-MAP) allows for the integration and management of distributed energy resources, enabling the aggregation of both demand-side and supply-side energy into larger capacities for trading and management. TimberRock serves a diverse range of markets, including commercial and industrial sectors, utilities, and various levels of government, contributing to the generation of clean, renewable energy while enhancing the efficiency and reliability of the electric grid.

Steelhead LNG Corp. is an energy company based in Vancouver, Canada, specializing in the development of liquefied natural gas (LNG) projects in British Columbia. The company provides comprehensive project development services, offering commercial and technical expertise throughout the entire LNG value chain. Steelhead LNG assists natural gas producers by guiding them from project conception to product delivery, facilitating smooth operations and access to international markets. The company emphasizes responsible practices that create value for communities, suppliers, and customers.

Karve Energy is an oil exploration and production company based in Calgary, Canada, focused on light oil production. The company is engaged in developing oil rights through agreements that facilitate drilling and production activities. Its operations include drilling new wells, enhancing production from existing wells, and acquiring additional properties with oil and gas potential. By offering fair and straightforward terms, Karve Energy promotes the development of fee simple lands, aiming to generate long-term value for its stakeholders.

Entrada Resources Inc. is engaged in the development and acquisition of oil and gas assets located in the Western Canadian Sedimentary Basin, specifically focusing on the Cardium formation at Willesden Green. Founded in 2016 and based in Calgary, Canada, the company employs strategies such as infill drilling, optimization, and enhanced recovery techniques to unlock the growth potential of its assets. Entrada Resources aims to enhance returns for its investors while facilitating the distribution of fuel in the energy sector.

Connaught Oil & Gas is a calgary-based company that develops and produces petroleum and natural gas. They have fundamental principles that guide their entire activities, which are creativity, integrity, community involvement, and upholding their environmental and safety responsibilities.

M-Flow Technologies Ltd. is a manufacturer based in Abingdon, United Kingdom, specializing in bore meters that deliver accurate, real-time measurements of oil, gas, and water content in flow lines. The company's innovative sure-cut meters are designed for multi-phase flows, significantly enhancing phase fraction metering capabilities. M-Flow Technologies targets applications in wellhead, heavy oil, and subsea environments, ensuring that its products maintain the integrity of the flow and the quality of the output without disruption. Established in 2011, the company aims to be a leading provider in the field of multiphase metering and monitoring for upstream oil and gas production.

Seven Generations Energy Ltd. is an independent energy company based in Calgary, Canada, engaged in the exploration and development of oil and natural gas properties. Founded in 2001, the company focuses on non-conventional resource plays, particularly in Canada. It holds interests in the Kakwa River project, encompassing approximately 528,000 net acres in northwest Alberta. Utilizing advanced techniques such as long-reach and horizontal drilling, Seven Generations produces natural gas, condensate, and natural gas liquids. The company also owns several gathering lines and processing facilities, which support its operations. A skilled technical and business team drives the company's efforts to identify and optimize high-quality resource plays.

Black Swan Energy Ltd. is an energy exploration company based in Calgary, Alberta, Canada, founded in 2010. The company specializes in the development of unconventional resources, particularly focusing on proven hydrocarbon trends within the Western Canadian Sedimentary Basin. Black Swan employs advanced drilling, completion, and production technologies to enhance the exploration and development of its portfolio, which is centered on liquids-rich natural gas in the Montney and Duvernay formations. The company aims to create value through early-entry positions and emphasizes sustained, repeatable production by actively de-risking its operations.

Magma Global Ltd. specializes in designing and manufacturing advanced subsea pipes, particularly its flagship product, m-pipe, which is engineered for demanding applications such as risers, jumpers, and flowlines in deepwater environments. The company’s offerings include carbon fiber and composite pipes, which possess anti-corrosion properties and high fluid flow rates, facilitating the efficient transfer of hydrocarbons, gas, and water. Additionally, Magma provides pipe rental services and solutions for light well intervention and freestanding risers. With a global reach, Magma serves the oil and gas industries and collaborates strategically with TechnipFMC. Founded in 2008 and headquartered in Portsmouth, United Kingdom, Magma Global also maintains offices in the United States, Angola, and Saudi Arabia.

Corex Resources Ltd. is an oil and natural gas company based in Calgary, Canada, operating primarily in Western Canada. Founded in 2007 and formerly known as Amarone Oil & Gas Ltd., the company focuses on creating shareholder value through the development of drilling opportunities, acquisitions, and exploring complementary farm-in prospects. Corex Resources is recognized as a junior oil and natural gas operator committed to generating returns by leveraging both internally generated exploration and development initiatives.

Osum Oil Sands Corp. is a private energy company based in Calgary, Canada, focused on the extraction of bitumen from oil sands using in-situ recovery technologies. Founded in 2005, Osum primarily operates within the Grosmont carbonates, an emerging oil play recognized for its significant potential. The company is developing a diverse portfolio of high-quality assets at various stages of development, with a total production capability exceeding 500,000 barrels per day. Osum is led by a skilled management team and an experienced Board of Directors, emphasizing community development and environmental performance in its operations. The company is actively involved in exploring and constructing pipeline infrastructure to facilitate the transport of its petroleum products.

Ausra specializes in the development and manufacturing of utility-scale solar technologies aimed at meeting global electricity demands in an environmentally sustainable manner. The company focuses on solar thermal power infrastructure, primarily utilizing compact linear Fresnel reflectors as solar collectors that generate steam for electricity production. By concentrating sunlight to boil water, Ausra's systems create high-pressure steam that drives conventional turbine generators. The company is also advancing low-cost thermal energy storage solutions, which will enable the generation of solar electric power on demand, both during the day and at night. Ausra's innovations aim to provide zero-carbon power generation that competes with fossil fuel prices while minimizing environmental impact.

Ausra specializes in the development and manufacturing of utility-scale solar technologies aimed at meeting global electricity demands in an environmentally sustainable manner. The company focuses on solar thermal power infrastructure, primarily utilizing compact linear Fresnel reflectors as solar collectors that generate steam for electricity production. By concentrating sunlight to boil water, Ausra's systems create high-pressure steam that drives conventional turbine generators. The company is also advancing low-cost thermal energy storage solutions, which will enable the generation of solar electric power on demand, both during the day and at night. Ausra's innovations aim to provide zero-carbon power generation that competes with fossil fuel prices while minimizing environmental impact.