$BUDA reported 2025 results this morning. This was their final quarter as a private company as they did their #IPO in January. Conference call at 1030 AM Central Today events.q4inc.com/attendee/82027… The key messages here: 1 - This company is a rarity in microcap and CPG land - solid trailing growth rates...high profit margins...FCF generation. Historical growth is priced in. Low float. There is a moat for Ultra Fresh. What isn't fully-priced in: 2 - The multi-year growth acceleration story that starts as we move through 2026. Think of it this way. They did about $11M with one customer in one state in 2025. They did the IPO to meaningfully accelerate profitable growth. Imagine if they expand with their underpenetrated customers (Kroger, Costco) within Texas and then beyond. Imagine if they add new customers. Growth Plan: ⏩Plenty of runway left in Texas with large existing customer + expanding within Texas and to surrounding states with underpenetrated customers. Their Dallas facility has $55M in capacity that they believe can be filled over next few years - only $12M in revenue today. ⏩Expand to the East Coast later in the year with existing under-penetrated customers and new customers. Again, another $55M of potential capacity. They won't stand up this facility until they are already doing business in the region. Smart, profitable expansion. Expand with customers to a new region, then build the facility, scale the facility. ⏩Rinse and repeat for West Coast in 2027/2028. plus...new products, Ultra Fresh category expansion 3 - Today's Results for FY25 are the base case: Double-digit topline growth of 12%; 45% GM $3M in FCF 28% net profit margin $3.8M in adjusted EBITDA This is a potential multi-bagger in the making, especially if you buy in before the growth accelerates or buy the dips. budajuice.com/pr/buda-juice-… @BudaJuice @MSmicrocaps @PlanetMicroCap @theLDMicro @MicroCapClub @GeoInvesting #microcaps #GROWTH #profits #freecashflow @realLigerCub @stocks4545 @PolarizingLit @haydenir @HenryInvests @DeepSailCapital @InvestorMexican @GrumpierBTDay @dallasnews @IPOtweet @DeepSailCapital @KyleAdamsStocks @DMetropolitan @TrentBlair19 @SCMRE111 @majgeoinvesting @onecentinvest @ipo_candy @MoneyMarkStocks @BreakoutInvestr @Mike10947310 @stocks4545
