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Public Markets Bargain Bin Katılım Nisan 2024
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Paul Andreola 🇨🇦
Paul Andreola 🇨🇦@PaulAndreola·
NameSilo Technologies Corp. Subsidiary Reach Systems Receives NASA Order for Cable Reel Supporting Artemis-Related... $URL.C $URLOF prn.to/4oKFrYt
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bargainbinstocks@bargainbinstock·
@JonCukierwar Since Claude code came out early last year have been switching between Anthropic and OpenAI top models and tools. Usage rates and “performance” vary by week/month/model release
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Maxwell House
Maxwell House@maxwellhouse99·
$DBO.TO CEO buying 20k shares at $1.00 in the open market
Maxwell House tweet media
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Stocks & Stones | Mathieu Martin
Stocks & Stones | Mathieu Martin@Stocks_Stones·
$DBO.TO $DBOXF Insider buying today with the stock near its all-time high 👀
Stocks & Stones | Mathieu Martin tweet media
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Stocks & Stones | Mathieu Martin
$CGX.TO $DBO.TO $DBOXF Cineplex Reports Highest May Box Office since 2019 There were a couple of bullish quotes in the press release, such as: ‘Star Wars: The Mandalorian and Grogu demonstrates the successful evolution of a streaming-based franchise into a major theatrical event. The film opened strongly and has generated approximately 66% of its box office from premium formats to date.’ ‘Momentum has continued into June, with month-to-date box office up significantly compared to the prior year’ It’s looking good for D-BOX 👌🏼
Stocks & Stones | Mathieu Martin tweet media
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bargainbinstocks@bargainbinstock·
$DBO.TO $DBOXF D-BOX Continues Growth Trajectory Surpassing 1,200 Active Screens and Generating Fourth Quarter Adjusted EBITDA of $3.2 Million Fueled by $3.0 Million of Royalties globenewswire.com/news-release/2…
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Juan Pablo Montero
Juan Pablo Montero@jpmontero88·
$TTZ.V just reported another strong quarter and, IMO, the thesis keeps improving: ✅ Revenue acceleration (+28% YoY) ✅ Improving operating leverage (EBIT x2 YoY) ✅ Growing recurring revenue base ✅ Increasing strategic optionality From a business standpoint, the quarter reinforces 4 major points: ✅ The RV business has fully recovered ✅ Race management is scaling faster than expected ✅ Water-TraX international expansion is starting to kick in ✅ The balance sheet keeps getting stronger despite continued investment At this point, you have to ask yourself: if a larger IoT/telemetry player wanted exposure to profitable satellite-enabled niche solutions with recurring revenue and international growth optionality… wouldn’t $TTZ.V become an obvious acquisition target? 🤔
Juan Pablo Montero@jpmontero88

This week $TTZ.V reported solid Q2’26 numbers, and honestly, it confirms what I was waiting to see: ✅ Revenue came in at C$711k (+~60% YoY). Gross margins improved slightly, operating income jumped meaningfully, with net income of C$120k (more than 3x last year’s Q2). ✅ The RV engine is back, in just 6 months of FY26, RV controller sales (~C$534k) already beat the full FY25 number (~C$460k)! ✅ Water-TraX: Management mentioned larger volume discussions and active distributor work in South America. IMO it will be a recurring data revenue layered on top in following Qs 🟡 Racing was a bit softer this half, but nothing to worry about. ✅ They keep stacking cash: ~C$3.4M in cash + short-term deposits. No debt. Working capital keeps growing.

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Stocks & Stones | Mathieu Martin
$DBO.TO $DBOXF $CNK Cinemark's Q1 is out. They installed 86 new D-BOX auditoriums in Q1, ahead of upcoming strong box office quarters. Looking good!
Stocks & Stones | Mathieu Martin tweet media
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bargainbinstocks@bargainbinstock·
Stock now trading ~10x EV/FCF with no credit for - any investments, public or private - SewerVue/Reach
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bargainbinstocks@bargainbinstock·
Very strong financials from $URL.C / $URLOF. YoY, domain name business grew topline near 20% while growing FCF near 100%. Lots of cash generated from new, ancillary services. Congrats and thank you, @PaulAndreola and @namesilo team.
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