Joined November 2014
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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.
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Quick thread on why $CHER.V is currently my largest position! For starters, it's a tiny Canadian company trading on the TSXV with a market cap of roughly C$30M. They make robotic wheelchairs, with barely any coverage. They currently make ~C$1.6M in TTM Revenue (so... yes it's not a bargain on current metrics), but they're accelerating and IMO, sit just 1 or 2 milestones away from changing meaningfully. ✅I think they could reach C$60M Revenue in 2 to 3 years. Here's how: Thks @PaulAndreola @smallcapdisc for bringing it to my attention! 👇🧵
$CHER.V the patent does not materially change near-term financials, but it incrementally strengthens the quality of the platform and the strategic value of the business! newsfilecorp.com/release/299…
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Have a read through the recent article on $TTZ.V, the goal was to show the potential optionality around the defence technology while also highlight in short the overall great financial situation of Total Telecome.
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$TTZ.V $TTLF 👍 "we are optimistic our Water-TraX system will be shown to be an effective aid in managing remote borders. The company is also actively having conversations with various Governments in the region for both environmental and military applications."
$TTZ.V $TTLTF Military Moves Forward with Field Trial of Border Surveillance System accessnewswire.com/newsroom/…
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This is one of those releases where the strategic context matters more than the dollar amount. $TTZ.V has been laying out new opportunities for Water-TraX/Site-TraX in South America, environmental monitoring, and now border/military applications.
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$FTG.T is officially a 10-bagger since we first featured it in 2022. Congrats to all our members who became shareholders.
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$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? 🤔
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.
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The Aging World Cannot Walk. This Company Builds The Legs. First Curio Paying Customer Just Shipped. Nobody Is Paying Attention. open.substack.com/pub/holdmy… $CHER.V

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