In. Specter

Si vous les avez loupé, voici les analyse publiées récemment: - Analyse Kraken $PNG.V $KRKNF et son acquisition à $615 M tinyurl.com/krakenKRKNF - Analyse FY 2025 Kaspi. Kz $KSPI tinyurl.com/KSPIKZ - Analyse FY 2025 d’Harrow $HROW tinyurl.com/Harrowinc

@ksldubiz Vous avez déjà reçu des approches de gros groupes agro-alimentaires type Pepsi&Co, Coca…

Tous les étudiants de France vont nous voir PARTOUT

Ducoup on vote pas librement ?

If you'd like to learn more about the company, we've provided a comprehensive analysis here : open.substack.com/pub/im2specter… $RX.V $BIOYF

Uuu

@jclklgh Pas assez analysé le dossier encore, désolé

@Im_Specter j aime bien ce titre... a reprendre ?

Intéressant, Wallix enfin rentable

@Quality_stocksA Présent

Huge results for DLocal $DLO 🚀 with a massive 2026 outlook The highlights 📈 TPV forecast, guided for 50–60% growth in 2026 💰 The stock is trading at just 14x 2026 PE 🏦 Net cash position now represents 10% of the market cap Any shareholder here?

What a strange move $DLO

@InvestorLensCA @TrentBlair19 Nice recap, thanks

$VHI.TO — VitalHub Corp. | FY2025 & Q4 Results Canadian health-tech SaaS company serving 1,300+ clients globally (UK, Canada and beyond) with EHR, workforce automation, and operational intelligence software. 📊 FY2025 Highlights: • Revenue: $109.0M (+59% YoY) — first year crossing $100M milestone • Gross profit: $87.6M (80% margin, consistent with prior year) • Net income: $6.1M (+104% YoY) • Adj. EBITDA: $26.6M (24% of revenue, +49% YoY) • ARR: $96.1M (+35% YoY) — $25M added, 10% organic + 22% from acquisitions • Cash + ST investments: $119.2M (vs. $56.6M at end of 2024) ⚡ Q4 2025: • Revenue: $31.4M (+52% YoY) • Gross margin: 79% • Net income: $4.1M (vs. $787K in Q4 2024) • Adj. EBITDA: $7.4M (24% of revenue, +47% YoY) • ARR: +$2.5M in the quarter — 2% organic growth + FX tailwind 💻 Growth Strategy: • Completed 5+ acquisitions in 2025 including Induction Healthcare (UK) and MedCurrent • M&A-driven revenue: acquisition growth contributed ~22% of ARR increase • Goodwill + intangibles now $201.9M on balance sheet (reflects acquisition pace) • Two equity raises completed in 2025 raising ~$103M gross to fund M&A pipeline • 700+ employees globally; AI integration underway across product roadmap 💰 Balance Sheet: • Cash + ST investments: $119.2M — strong war chest for further M&A • No traditional debt; only lease liabilities ($2.5M total) • Deferred revenue: $45.4M (healthy forward visibility) • Retained earnings turned positive: $5.7M (vs. deficit of $446K at end of 2024) vitalhub has evolved from a small-cap software story into a credible health-tech platform with real scale. The 59% revenue growth is almost entirely acquisition-driven, with organic ARR growth running at 10% — respectable but not exceptional for a SaaS business at this stage. The $119M cash position and no meaningful debt gives management real firepower to keep consolidating, but investors will want to see adj. EBITDA margins hold or improve as integrations progress. Watch for ARR acceleration and margin expansion in 2026. Full analysis: investorlens.io/stocks/VHI.TO #TSX #CanadianStocks #HealthTech #SaaS #Software #MedTech

@QtvAltrntv Splendide 2m carré, vu sur les champs (debout sur la cuvette), spacieux, refait à neuf en 1960. Quoi demander de plus

@Im_Specter On se cotisera histoire de pouvoir acheter des chiottes sur palier aux champs élysées

pas de revalo salariale pour Dembélé + vente de vitinha, nuno & neves à prévoir pour éponger les pertes mdr

Brent : $112 +13% in a week $AXL.V : … 💀

$BOSC BOS Expands India Presence with New Sales Partnership Agreement « Doppler will promote and market BOS’s products to Indian customers, develop new sales opportunities for BOS and coordinate both technical and commercial discussions with customers. »

+9% en pré market, c’est timide $DLO

@sxake - secteur du paiement ultra concurrentiel, qui conduit à une pression des marges (on le constate d’ailleurs bien sûr 2025) - zone pays émergeant - ancienne forte dépendance au pesos argentin Tout cela explique en partie la décote appliquée par le marché

@Im_Specter Comment tu expliques la valorisation du titre compte tenu de sa croissance et des possibilités ? Pourquoi beaucoup penses que c’est un shitcoin ? J’ai loupé quelque chose ?

dLocal $DLO - Q4 and FY 2025 Review “Estimates place the total addressable market for digital payments in emerging markets at $2.1 trillion in 2025, expected to double by 2030, and we currently hold less than 2% of it.” (FREE) Link : open.substack.com/pub/im2specter…

It makes me want to transfer my GLBE funds to DLO

UuU

$DLO Q4 Earnings Report is out. Revenue of $337.9M vs. $296.1M est. 🟢 Adj. EBITDA of $78.4M vs. $76.9M est. 🟢 EPS of $0.18 vs. $0.18 est. FCF of $64.7M, +100% YoY TPV growth at 70% YoY 🤯 2026 outlook: TPV growth of 50-60% YoY Gross Profit growth of 22.5-27.5% YoY Operating Profit growth of 27.5-32.5% YoY ANNOUNCES $300M BUYBACK PROGRAM EXPECTED DIVIDEND PAYMENT OF $57M

@mvcinvesting Isame result ya