Thesis Capital Inc.

Merchant bank and capital markets advisory firm that invests and advises micro-cap and small-cap companies.

#whatsyourthesis

[Thesis Capital Inc. @ThesisCap]

Press Release: @CarrierCDS | $CCDS.V $CCDSF

Carrier Connect Data Solutions signs definitive agreement to acquire Rochester Colo's data center assets in New York.

🔹 First U.S. acquisition
🔹 ~$885K ARR
🔹 Revenue expected to increase 15-17% immediately
🔹 Expands portfolio to 6 data centers globally

A major step forward in Carrier Connect's strategy of consolidating Tier II/III carrier-neutral data centers serving AI, cloud and enterprise customers.

PR Link: https://t.co/QZ0mmImArh

#CCDS #DataCenters #AI #CloudComputing

[Thesis Capital Inc. @ThesisCap]

📈 Shares of @CarrierCDS $CCDS.V $CCDSF closed up 20%+ with a notable surge right before the closing bell yesterday.

Meanwhile, insiders have been aggressively accumulating shares in the open market:

✅ 105,000+ shares purchased since early May
✅ Accumulation between $1.05-$1.23

Carrier Connect is a consolidator of Tier II/III #datacenters and is aggressively rolling up new assets across different countries.

Keep an eye on this one👆

#TSXV #OTC #smallcap #microcap #digitalinfrastructure #technology #AI

[Thesis Capital Inc. @ThesisCap]

Press Release: @CarrierCDS | $CCDS.V $CCDSF

Carrier Connect has completed its acquisition of network connectivity and last-mile delivery assets from Morewave Communication.

Highlights:
🟦 Expands vertically integrated data center and connectivity platform
🟦 Strengthens last-mile delivery and network capabilities
🟦 Enhances service offering for AI, enterprise, and cloud customers
🟦 Supports CCDS’ international Tier II/III data center roll-up strategy

PR: https://t.co/D9Zpnf1Gpq

#DataCenters #AIInfrastructure #CloudInfrastructure

[Thesis Capital Inc. @ThesisCap]

Press Release: @EnterpriseGrp | $E.TO $ETOLF

Enterprise Group plans to change its name to Evolution PowerX Corp., reflecting its strategic shift toward distributed power generation and energy infrastructure solutions.

Highlights:
🔷 Natural gas turbine & microgrid platform
🔷 Growing industrial power demand
🔷 Lower-emission alternative to diesel generation
🔷 Positioned for long-term infrastructure growth

Ticker symbol “E” to remain unchanged.

PR Link: https://t.co/NW2HgFG1rn

#TSX #Energy #Microgrids #PowerInfrastructure

[Hold My Position | Stock Market Research @HoldMyPosition]

There are 300 data centers in Canada. Over 5,000 in the US. Almost all of them privately owned with no exit. @CarrierCDS $CCDS.V is buying them. 5 data centers closed in 5 months. $10.5M raised through Canaccord and Beacon. 4 to 6 more acquisitions planned this year.
Analyst target $3. Trades at $1.18. Full thesis below.
https://t.co/KwCZuzCVvZ
#DataCenters #DataInfrastructure #CloudInfrastructure #AIInfrastructure #DigitalInfrastructure #Connectivity

[Thesis Capital Inc. @ThesisCap]

Press Release: @EnterpriseGrp | $E.TO $ETOLF

Enterprise Group Reports Q1 2026 Results

🟦 Revenue +16% YoY to $12.0M
🟦 Adj. EBITDA +23% YoY to $5.4M
🟦 EBITDA Margin expanded to 45%
🟦 Continued adoption of turbine power generation solutions

Activity levels continued to increase across Alberta as Enterprise delivered another strong quarter.

News release: https://t.co/AaVQerATmN

#TSX #Energy #OilAndGas #Investing #SmallCap

[Thesis Capital Inc. @ThesisCap]

Press Release: @builddirect | $BILD.V $BDCTF

BuildDirect announced the closing of its acquisition of Tile Outlet of America (TOA).

Key Highlights:

🟦 TOA generated ~US$19.5M unaudited 2025 sales
🟦 Expands Florida footprint with 3 showroom locations
🟦 Expected Adjusted EBITDA accretive with identified cost synergies

Full PR:
https://t.co/qVVIBbpW8n

#BILD #BDCTF #TSXV #Stocks #SmallCap #Retail

[Thesis Capital Inc. @ThesisCap]

Press Release: @CarrierCDS | $CCDS.V $CCDSF

Carrier Connect has completed its acquisition of network connectivity and last-mile delivery assets from Morewave Communication.

Highlights:
🟦 Expands vertically integrated data center and connectivity platform
🟦 Strengthens last-mile delivery and network capabilities
🟦 Enhances service offering for AI, enterprise, and cloud customers
🟦 Supports CCDS’ international Tier II/III data center roll-up strategy

PR: https://t.co/D9Zpnf1Gpq

#DataCenters #AIInfrastructure #CloudInfrastructure

[Thesis Capital Inc. @ThesisCap]

Press Release: @CarrierCDS | $CCDS.V $CCDSF

Carrier Connect Data Solutions signs definitive agreement to acquire connectivity assets from Morewave Communication Inc.

• ~$725K ARR | 25%+ margins
• +15–20% immediate revenue uplift
• Expands last-mile + network capabilities

Strengthens vertical integration across data center platform.

🔗 https://t.co/0Jgulcm1zX

#CCDS #DataCenters #AI #Microcap #TSXV

[Thesis Capital Inc. @ThesisCap]

Press Release: @EnterpriseGrp | $E.TO $ETOLF

Enterprise Group announces Canada’s first fully turbine-powered drilling operation

• ~1 MW power (80-day, 4-well pad)
• Zero downtime
• ~7,000L diesel displaced/day
• $200,000+ expected savings

🔗 https://t.co/Fwg9CZXSmI

#TSX #OilandGas #Energy #ESG #Microgrid #Investing #SmallCap

[Thesis Capital Inc. @ThesisCap]

Press Release: @RampMetals | $RAMP $RAMP.V #6DK

Ramp Metals Inc. reports strong initial results from its 2026 drill program at Rottenstone SW:

- 21m @ 0.80% Cu, 17.01 g/t Ag, 0.73% Zn
- Incl. 3m @ 1.50% Cu
- Mineralization intersected across a 1.1 km trend
- Indications of continuity and a new deeper zone

Multiple assays pending.

PR Link: https://t.co/fGdapyHs0X

#Mining #Copper #TSXV

[Thesis Capital Inc. @ThesisCap]

Press Release: @CarrierCDS | $CCDS.V $CCDSF

Carrier Connect Data Solutions signs LOI to acquire Rochester data center assets 🇺🇸

◻️ Potential U.S. market entry
◻️ Adds customers + capacity
◻️ Expands AI & colocation platform

Read: https://t.co/nw8nYjegQM

#AI #DataCenters #TSXV #SmallCaps

[Thesis Capital Inc. @ThesisCap]

Press Release: @CarrierCDS | $CCDS.V $CCDSF

Carrier Connect appoints Mark Alexander as Chief Revenue Officer

- Ex-Purolator commercial sales leader
- Focus on revenue growth, retention & pricing
- Strong track record in pipeline + execution

Adds real commercial depth as platform scales

Press Release: https://t.co/CSxJ9O6WO7

#CCDS #AI #DataCenters #MicroCap #DigitialInfrastructure

[Thesis Capital Inc. @ThesisCap]

$CCDS.V $CCDSF is on the move! 📈

Shares of data center consolidator @CarrierCDS have rebounded +8% this week, hitting 1.20 CAD.

Recent developments:

✅ Insiders have bought over $90,000 worth of shares over the last two weeks
✅ Strategic Acquisition: LOI to acquire Morewave Communication assets, set to boost revenue by 15-20%
✅ New 5-Year Contract: Subsidiary PureColo signed global video leader Ross Video to its Ottawa facility

#Stocks #Venture #CCDS #TechGrowth #datacenter

[🇨🇦🔮BaystreetBrian🔮🇨🇦 @BaystreetBrian]

For those that missed it yesterday, I talked about $CCDS.V $CCDS a simple and brilliant strategy of rolling up data centres. There is no other small/micro cap doing this in the Canadian market. Imagine buying $CSU.T 2 months after its debut, they roll up software companies. This is the new constellation software. Far reach? Not really. This is serious management entering a big business, creatively. With first mover advantage and fully funded, buying down here will prove to be one of your best buys of 2026! Like any stock it’s all up to management, but I sure as hell wouldn’t bet against them. Within 10 years they’ll be listed on the TSX, quote me.

[🇨🇦🔮BaystreetBrian🔮🇨🇦 @BaystreetBrian]

The stock I wanna talk about is $CCDS.V $CCDS everyone is talking about data centres for the upcoming AI boom. Large & Mega cap stocks are building them as we speak. This company, a brilliant idea, rolls up data centres as its business. Hasn’t been listed that long and has sold off too much in my opinion. The last PP closed not even a month ago at $1.60. Which makes buying down here a tremendous opportunity. I know stocks and this one will get played by the market at some point. It has all the earmarks of it. Being able to buy a small cap that does this could turn into big gains going forward. Im riding it back to $2.00 and further should they keep growing at a fast rate.

[Thesis Capital Inc. @ThesisCap]

Press Release: @CarrierCDS | $CCDS.V $CCDSF

Carrier Connect announces 5-year co-location agreement with Ross Video via PureColo.

Key Highlights:
• 30kW across 8 racks
• Starting April 2026
• Enterprise-grade customer

Full Release: https://t.co/WhmgXeWV0o

#TSXV #Microcap #DataCenters #Colocation