This week
$TTZ.V reported solid Q2’26 numbers, and honestly, it confirms what I was waiting to see:
✅ Revenue came in at C$711k ( ~60% YoY). Gross margins improved slightly, operating income jumped meaningfully, with net income of C$120k (more than 3x last year’s Q2).
✅ The RV engine is back, in just 6 months of FY26, RV controller sales (~C$534k) already beat the full FY25 number (~C$460k)!
✅ Water-TraX: Management mentioned larger volume discussions and active distributor work in South America. IMO it will be a recurring data revenue layered on top in following Qs
🟡 Racing was a bit softer this half, but nothing to worry about.
✅ They keep stacking cash: ~C$3.4M in cash short-term deposits. No debt. Working capital keeps growing.