$TVK.TO
Interesting article on the value of tanks at data centers posted last month by Tanks Direct.
Downtime in data centers pose the risk of substantial loss, both financial and reputational - backup tank storage helps to mitigate that risk.
https://t.co/JbpAeLWlC8
Warren Buffett says that “Over time, the skill with which a company’s managers allocate capital has an enormous impact on the enterprise’s value.”
Do you want to discover an excellent capital allocator before he is famous?
This thread introduces Dustin Haw, CEO of TerraVest.
$TVK $TVK.TO
$AEP.V crazy volume today, now above avg volume in last 4 trading days - long time position, recently averaged up to make it a 8.3% weight
Fingers crossed for continued growth - should b exciting
Words from recent Raymond James initiation report
$TVK.TO Q3 23/24 recap:
TL;DR: Accelerated increase in sales, record Q3 and LTM margins and substantially improved cash conversion. Promising outlook for the remainder of the year due to solid demand and leverage of synergies.
Disc.: Long
This is no investment advice. DYODD.
TerraVest getting better, not just bigger
Headline numbers are impressive for Q2 y/y
- eg EPS $0.49 -> $1.19
but I'm just as happy to see margins up nicely
Below is H123 to H124 (I chose half year rather than quarter to smooth out some lumpiness) $TVK.TO
Net income margin 6.9% -> 10.2%
Adj EBITDA Margin 17.6% -> 21.0%
Gross Profit Margin 24.4% -> 29.0%
CFO margin 11.6% -> 18.4%
Been a long day hitting “translate tweet” on nearly every $EVO tweet out there
Shame their share buyback was just about done coming into today instead of having lots of space left - would imagine they completed the small portion left during the day
$EVVTY, silly news/day