Robin Brown

Still trying to figure out what I’m doing on here….

[Robin Brown @Robbybrown99]

@MAraucana @lol_kikko Yeah this is a major disaster. Company had enough cash and liquidity resources to make change, pivot investments do meaningful buybacks or do something but accepted status quo. Huge ripoff for minority shareholders

[Robin Brown @Robbybrown99]

@sidecarcap Ed Ryan $DSG.TO

[Robin Brown @Robbybrown99]

@KairosPraxis No I was thinking the same thing. I didn’t get the full report, just the headline excerpt, but I agree I think it is the stock premium due to expected m&a/smart capital allocation to other energy service/industrial peers

[Robin Brown @Robbybrown99]

National Bank on $TVK.TO : "As of the time of this publication, there have yet to be any charges announced by the AMF. Our $170 target is based on 12.5x 2027e EV/EBITDA, inclusive of a 2x M&A premium, without which our target would fall to $135, still representing a ~25% return..

[Robin Brown @Robbybrown99]

over the horizon in the freight inflection and the capture of excess data centre demand that provide upside to the shares even in an organic-growth-only situation, and thus maintain our Outperform rating"

[Robin Brown @Robbybrown99]

We are not changing our outlook on M&A or valuation method at this time as we believe in a likely outcome where TVK's growth strategy remains business as usual. In the unlikely scenario where M&A is halted, we continue to flag organic growth catalysts...

[Robin Brown @Robbybrown99]

@ArneUlland The art of motorcycle maintenance.. a bit weird but also enjoyable

[Robin Brown @Robbybrown99]

@AbdrazakAlmas The guy is a pretty important part of the business both now and historically

[Robin Brown @Robbybrown99]

One of the best lines from the $CSU.TO AGM. You might make the best product… but can you sell it? That’s all that matters…

[Max Katzenstein @max_katzenstein]

“Success is not judged on your ability to develop products. Success is judged on your ability to go out and convince customers that they want to use your products.”

- Mark Miller, Constellation Software

$CSU $CSU.TO $TOU.V

[Robin Brown @Robbybrown99]

The Wizard and his magicians... $CSU.TO

[C.J. @CJ0pp3l]

gonna update this - Modaxo and Andromeda both Operating Groups now $CSU.TO

[Robin Brown @Robbybrown99]

@chettan_guevara $SES.to might have used it most effectively

[Robin Brown @Robbybrown99]

@chettan_guevara $TFII.To $CP.TO $L.TO and any of the oil majors are big share munchers

[Robin Brown @Robbybrown99]

Listening to the $SES.TO Q1 conference call, the set up for 2026 and beyond looks/sounds very good. Curious what incentives management is getting from the deal to sell at only a modest premium. It feels like a bit of a ripoff for minority shareholders...

[Robin Brown @Robbybrown99]

@BradoCapital Quality Investing by Lawerence Cunningham is a great beginner basics book and you can’t go wrong with One Up On Wall Street for a starter

[Robin Brown @Robbybrown99]

Christians support Trump with no basis....

[Dear Son. @DearS_o_n]

Name a huge scam that has been normalised?

[Robin Brown @Robbybrown99]

@DearS_o_n Christians supporting Trump on no basis

[Robin Brown @Robbybrown99]

@ErnestWongBWM second this

[Robin Brown @Robbybrown99]

@TidefallCapital Interested in the $RIC.TO pick. Used to be a strong compounder but has been a dog lately

[Robin Brown @Robbybrown99]

@KairosPraxis @Tintincapital He’s talking about $DSGX.

[Robin Brown @Robbybrown99]

@AKWilk I really hope this doesn’t happen.