We were a bit early but in mid 2022 we stumbled upon $ZDC.V at roughly $0.30. It's more than 10 bagged since then. We liked it for a specific reason. We believe we have found another company with the same reason that drew us to $ZDC.V. Let's see if lightning strikes twice.
$TTZ.V just reported another strong quarter and, IMO, the thesis keeps improving:
✅ Revenue acceleration (+28% YoY)
✅ Improving operating leverage (EBIT x2 YoY)
✅ Growing recurring revenue base
✅ Increasing strategic optionality
From a business standpoint, the quarter reinforces 4 major points:
✅ The RV business has fully recovered
✅ Race management is scaling faster than expected
✅ Water-TraX international expansion is starting to kick in
✅ The balance sheet keeps getting stronger despite continued investment
At this point, you have to ask yourself: if a larger IoT/telemetry player wanted exposure to profitable satellite-enabled niche solutions with recurring revenue and international growth optionality… wouldn’t $TTZ.V become an obvious acquisition target? 🤔
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