Ryan

🇨🇦 Banker. Learning every day. Investor

[Ryan @rrh8807]

@KeeganMatheson Fastest edit in the west

[Ryan @rrh8807]

$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

[Ryan @rrh8807]

@capgainsz Should be either tomorrow morning or friday morning. Always fun having no confirmed date 🙃

[Chris Waller @HiddenGemsInves]

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

[Ryan @rrh8807]

$TVK.TO crossing $100 for first time (but all focus is elsewhere currently)

[Ryan @rrh8807]

$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

[Ryan @rrh8807]

@CJ0pp3l_Sub Happy birthday CJ - let’s get TVK 100 next week as a (late) present 🕺🏼

[Ryan @rrh8807]

@nevergr33dy @CJ0pp3l

[Markus Endl @MarkusEndl]

$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.

[Ryan @rrh8807]

@CJ0pp3l_Sub Holy shit, that EBITDA number. Grinning ear to ear right now.

Tks for the quick analysis CJ

[Ryan @rrh8807]

@CJ0pp3l Hydrogeological money printer

[Ryan @rrh8807]

@PedroLamento @CJ0pp3l Agora ?

[Ryan @rrh8807]

@CJ0pp3l Beauties

[Ryan @rrh8807]

Incredible results this AM, sitting near a 30% weight in my port and doesn’t feel big enough. Congrats all shareholders $TVK.TO

[C.J. @CJ0pp3l]

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%

[Ryan @rrh8807]

@StephenFrampto9 @CompTortoise @angelmuffincap @FairwayResearch @pluralinvest @CJ0pp3l as well!

[Ryan @rrh8807]

@CJ0pp3l_Sub Thanks for providing this, CJ - finally got around to sit down and watch/listen in full, super insightful

[Ryan @rrh8807]

$TVK.TO coming in hot with another acquisition 🔥

[Ryan @rrh8807]

Through Q1. Been flat over March, hoping to keep hunting good ideas & continue upwards for remainder of year 🤞

[Ryan @rrh8807]

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

[Ryan @rrh8807]

@CJ0pp3l_Sub Thank you for this, CJ 👍