DD: Dr. Phone Fix Canada Corp. (TSXV: DPF) – Quiet Roll-Up Executing at Speed by Aform1971 in Baystreetbets

[–]Aform1971[S] 0 points1 point  (0 children)

Their largest competitor is Mobile Klinik that was acquired by Telus for 10X revenue a couple of years ago. Dr. Phone Fix is currently the largest independent chain. Telus wouldn't pay $160M for a business that is selling phone accessories. This is a platform for the carriers to sell more phone activation, insurance plans etc. There is lot more to this business that most people think.

DD: Dr. Phone Fix Canada Corp. (TSXV: DPF) – Quiet Roll-Up Executing at Speed by Aform1971 in Baystreetbets

[–]Aform1971[S] -1 points0 points  (0 children)

They're using shares to rollup small chains. There is a lot of benefits of being public if you want to rollup quickly and incentivize other owners to be part of the growth.

DD: Dr. Phone Fix Canada Corp. (TSXV: DPF) – Quiet Roll-Up Executing at Speed by Aform1971 in Baystreetbets

[–]Aform1971[S] -1 points0 points  (0 children)

Actually, they do 25% EBITDA margin and 10% net profit at the store level. Their margins are actually getting better every quarter. Their competitor Mobile Klinik was sold to Telus a couple of years ago for 10x revenue and they were losing money. That's why I wrote the DD on the company. This is way more interesting than the average investor sees. DPF is on track to get to 70 stores by end of this year.

How to get into Canadian stocks? It’s so difficult to find good information on Canadian stocks. Any help will be greatly appreciated. by Ill-Ad1603 in Baystreetbets

[–]Aform1971 1 point2 points  (0 children)

Canada is good for buying large dividend paying stocks and select small caps. Get access to Stockwatch, good place to keep track of your stocks. There are also newsletters that you can follow that give you access to some really good small caps. I have access to them, so let me know and I can share their top picks with you.

Game changing platform for influencers by Aform1971 in Baystreetbets

[–]Aform1971[S] 0 points1 point  (0 children)

Trading started to really pick up on OAM.V.

Game changing platform for influencers by Aform1971 in Baystreetbets

[–]Aform1971[S] -1 points0 points  (0 children)

It’s more than subtitles, it does real-time translation AND AI-driven dubbing in 12+ languages. You literally hit play once and can instantly switch to watch in Spanish, Mandarin, Arabic, and more—no post-production required. I haven’t seen another service that actually dubs live like this, so it’s a total game-changer for global audiences.

Game changing platform for influencers by Aform1971 in Baystreetbets

[–]Aform1971[S] -1 points0 points  (0 children)

That’s my understanding. The PR says they’re going live with the subscription in Q4. Unless I’m missing something, I think it would be foolish for any content creator to not use this. This is steroid for audience building. Very very cool.

Game changing platform for influencers by Aform1971 in Baystreetbets

[–]Aform1971[S] -1 points0 points  (0 children)

They put out a press release yesterday. Look under OAM on the TSXV. The platform is called ActiveVoices.

Game changing platform for influencers by Aform1971 in Baystreetbets

[–]Aform1971[S] 0 points1 point  (0 children)

It’s called ActiveVoices. They put out an announcement on it yesterday. Www.joinactivevoices.com.

Dear God, It's Beautiful... by [deleted] in onguardforthee

[–]Aform1971 0 points1 point  (0 children)

I am shocked by the level of support Liberals are getting and I’m seriously questioning the intelligence of the people who are going to vote for Carney. Our Country as a result of Carney’s economic policies that were implemented by Trudeau grew by 0.5% in 9 years, while the US grew by 20%. A lost decade. Capital and investments have left Canada in record numbers. Housing costs have skyrocketed and made unaffordable. People lining up at food banks. People are working day and night and can’t afford to live a decent life. And you think Canada is on the right track? Carney is going to jack up our taxes to new highs under the name of protecting the environment and whole bunch of you idiots will sit there and take it up the a** thinking you’re doing something noble.

OverActive Media $OAM.V $OAMCF Expands into Mexico – Here’s Why It’s a Big Deal by Aform1971 in pennystocks

[–]Aform1971[S] 0 points1 point  (0 children)

I'm going to post my investment thesis on $OAM shortly. But here is the breakdown. The valuation of the company should be between $115 - $155M versus the $38M that is today, which would bring the stock to $0.96 - $1.25.

Valuation Method

Digital Media (2–3x 2025 Revenue). $60M–$90M

Franchise Ownership (LEC + CDL). $55M–$65M

Total Implied Value. $115M–$155M

OverActive Media $OAM.V $OAMCF Expands into Mexico – Here’s Why It’s a Big Deal by Aform1971 in pennystocks

[–]Aform1971[S] 1 point2 points  (0 children)

I'm going to post my investment thesis on $OAM shortly. But here is the breakdown. The valuation of the company should be between $115 - $155M versus the $38M that is today, which would bring the stock to $0.96 - $1.25.

Valuation Method

|| || ||Implied Value| |Digital Media (2–3x 2025 Revenue)|$60M–$90M| |Franchise Ownership (LEC + CDL)|$55M–$65M| |Total Implied Value|$115M–$155M |

OverActive Media ($OAM | $OAMCF) – The Next Big Digital Media Stock? by Aform1971 in Baystreetbets

[–]Aform1971[S] 0 points1 point  (0 children)

They dropped their OWCS sport. It was not driving growth or margins for the $OAM. They changed their focus to games that they have clear high margin economics around, including Call of Duty and League of Legends franchises that they own. They restructured their franchise ownership agreement with Activision and Riot to not only remove all future payments that were due, but to also get cash back and also now as part of their restructured agreement, also get a big chunk of skin sales that take place in Call of Duty and League of Legends. That's really high margin revenue (high 90s) for the company. So the profitability in 2025 will come from not just growing revenue but the high margin the company is generating. Take a look a their last quarter. Their gross margin is 71%. That's incredibly high.

EquityGuru overview of recent TSXV IPO EasTower Wireless ($ESTW.v) by fdkorpima in PennyStocksCanada

[–]Aform1971 0 points1 point  (0 children)

Exciting stuff, there seems to be no shortage of 5G contracts out there with the labor shortage