CDN Value Investors

95% value investing, 5% memes, and no financial advice.

[CDN Value Investors @CDNValueInvestr]

ALUULA $AUUA.TO Q2 out - operating at full tilt at the existing facility until their new facility is up and operating, hopefully by the end of the year.

[CDN Value Investors @CDNValueInvestr]

New post - Aluula Composites Inc., TSX: $AUUA.TO Fabrics changing the game
The SmallCap Discoveries 2025 conference was an excellent event. It is not very often that you get to spend a few days in a room filled with great management teams and investors.
We originally planned to write about a few of the companies we call Scalers, those who potentially have very long runways, but decided to focus down on the one we have the highest conviction of: Aluula Composites Inc. TSX:AUUA.
What do you get when you combine a novel fabric technology with a new hard charging yet humble CEO? It might be something quite special.

[CDN Value Investors @CDNValueInvestr]

@maxwellhouse99 Time to take the family out for a movie.

[CDN Value Investors @CDNValueInvestr]

@dailydirtnap My personal inflation rate continues to be above the rate provided by most bonds, and I doubt that a few junk bonds are the right offset for the portfolio. Trying not to melt here.

[CDN Value Investors @CDNValueInvestr]

Here we are @PlanetMicroCap Planet MicroCap Vegas! If you are attending reach out.

[CDN Value Investors @CDNValueInvestr]

Wouldn’t it be interesting if @SpaceX is what starts swinging the pendulum away from blind-man index investing.

[CDN Value Investors @CDNValueInvestr]

$DBO.TO was indeed at an inflection point. How neat. Still long.

[CDN Value Investors @CDNValueInvestr]

New post - D-Box Inc. (TSX: $DBO.TO) - And the D-Box Beat Goes On... Are they at an inflection point?

D-Box, Inc. (TSX:DBO) has been working on haptic feedback technology for over twenty years. The company’s stock languished for the past decade and operational troubles were exacerbated by COVID-times given widespread movie theatre closures. However, since then, revenue and cash flow have started to turn and are at the highest levels in its history driven by their key product, D-Box seats. They are now installed in over 1,000 theatres worldwide. The company has refocused under new leadership and is scaling a royalty-driven model.

How do you get your head around a product like this? You look at the real buyers – the actual movie theatres - and use it yourself. Today, in addition to typical financial analysis, we look at how Cineplex and other theatres think about D-Box and provide our first ever movie review of the American mystery horror movie Weapons, a movie offered and seen by us in D-Box seats. Was it good? Will it get 5/5 on our new proprietary Beavertail Scale (trademark pending)? Read on.

[CDN Value Investors @CDNValueInvestr]

@CowMissing @innoutburger_ ~50% inflation. Checks out.

[CDN Value Investors @CDNValueInvestr]

@joinyellowbrick @PhilippHaas_ir @finphysnerd @SFarringtonBKC @Valuehunter12 @pernasresearch Thank you @joinyellowbrick !

[Yellowbrick Investing @joinyellowbrick]

@PhilippHaas_ir @finphysnerd @SFarringtonBKC @Valuehunter12 @pernasresearch @CDNValueInvestr As always, give them all a follow on here and find the full writeups on their websites/profile.

*summaries of all pitches available on https://t.co/HnSkt6lgdo (with links to full writeups)

[CDN Value Investors @CDNValueInvestr]

Remember when Canada missed the LNG boat? There was no business case the government said. Others with tens of billions of dollars disagreed. At least we have a project or two.

[Stocks & Stones | Mathieu Martin @Stocks_Stones]

Thank you to everyone who showed up for our Rivemont MicroCap cocktail last night! 🥂

Special thanks to Ryan Irvine @RyanIrvine75 (Keystone Financial), Jean-Francois Boursier $DRX.TO and Jean Martineau $DNG.TO for the presentations.

If you missed the event, we will post the presentation replays on the Rivemont MicroCap YouTube channel next week. Stay tuned!

[CDN Value Investors @CDNValueInvestr]

@Stocks_Stones @RyanIrvine75 Thanks Mathieu! Appreciate you posting.

[CDN Value Investors @CDNValueInvestr]

@Stocks_Stones You're the only guy out there that makes an Albertan wish he was in Montreal. 😁...🙁

[Stocks & Stones | Mathieu Martin @Stocks_Stones]

🏒📈 Before puck drop, join us for an investment pre-game in downtown Montreal.

On Wednesday, May 27 from 5pm to 7pm, Rivemont is hosting an investment cocktail just minutes from the Bell Centre ahead of Game 4 of the Canadiens playoff series.

The night's lineup:

🧠 Ryan Irvine @RyanIrvine75, the Nick Suzuki of Canadian investing: smart, disciplined, and always creating opportunities

🥅 Dynacor Group $DNG.TO, the Mike Matheson workhorse of our lineup: dependable and consistently productive

🏗️ And last but not least, ADF Group $DRX.TO: Quebec-built, hardworking and reliable under pressure, just like Alexandre Carrier!

Come enjoy a drink, hear a few compelling investment ideas, network with fellow investors, and then head to the game to cheer on the Habs.

Space is limited. Please RSVP using the link below 👇

Go Habs Go! 🔵⚪🔴

https://t.co/MfmaZEKcc2

[CDN Value Investors @CDNValueInvestr]

@Stocks_Stones You're the only guy out there that makes an Albertan wish he was in Montreal.

[CDN Value Investors @CDNValueInvestr]

It’s not that I write without AI out of principle, I just that I would hate to do it.

I’m trying to add value and not noise. I’m also not sitting in the dark writing on a piece of parchment though. Some of these tools add real value.

[CDN Value Investors @CDNValueInvestr]

@onecentinvest Thank you! It's a neat one. Still long.

[Stocks & Stones | Mathieu Martin @Stocks_Stones]

$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!

[CDN Value Investors @CDNValueInvestr]

Buses are boring. $NFI.TO group. Still long.

[Tim Eriksen @eriksen_tim]

Solitron Devices $SODI releases preliminary Q4 results. Annual meeting this Friday.

https://t.co/89tXyZdnYY