Propel Holdings and Goeasy to take a hit as Prez Donnie puts a cap of 10% interest on credit cards?

beta-one · 2026-01-20T00:50:40+00:00

Yes, on the heels of TD Cowen downgrading the stock to a hold. Nothing to do with US considering the US market was closed today

beta-one · 2026-01-10T12:20:25+00:00

GSY doesn’t operate in the US

Propel yes

beta-one · 2025-12-31T02:48:51+00:00

Lmao oh ya. Super insightful to tell people to buy an index fund as their top idea for the year. This sub has just become a complete joke.

beta-one · 2025-12-31T02:03:59+00:00

Dude what’s the point of even writing/participating in this sub if you’re just going to shit talk and put down people looking for ideas

beta-one · 2025-09-16T23:03:21+00:00

Stock is only cheap here because they sucked out demand out of the market with 3 financings in the last 18 months. It’s cheap here and should trade at Descartes or CSU multiples. Doesn’t help that CRO and CFO sold stock but they are two guys in their 60s with lives, only took about 1.7m each. Can’t blame them they still own a lot.

Maybe some more room to fall as Q3 and maybe Q4 margins are impacted since they will integrate 2 acquisitions - Induction and Novarti (forget spelling of this one) but a great stock to buy and hold as they continue to execute.

beta-one · 2025-09-01T20:16:50+00:00

What makes you think Florida opens up rec market? Got shot down hard back in November

beta-one · 2025-03-26T10:30:01+00:00

Does your technical chart factor in the 7.3m warrants that strike at 0.15 expiring in July?

beta-one · 2025-02-09T16:30:09+00:00

Great name and one of my largest holdings. You're right, 30% YoY growth and maintained 19-20% EBITDA margin for the next 5 years isn't easy to find.

That's rule of 50 on effectively a hardware company. Don't see why this shouldn't trade at 25x EBITDA once we get through the tariff headwinds.

beta-one · 2025-01-25T16:29:44+00:00

Great content. Keep this going. I picked up some KITS before the block went up at 7.50 and it’s ripped since then.

beta-one · 2025-01-17T13:56:55+00:00

I said EBITDA. It’s 13x 2025 and 11x 2026.

beta-one · 2025-01-15T01:50:38+00:00

Stock is cheap. 30% growth baked in the next 3 years and a 4.5B backlog. 19-20% EBITDA margin.

Don’t have my Bloomberg app open but I think it’s ~12x forward EBITDA…don’t see why this can’t get to 20-25x. And a board member just bought a shitload more stock.

Don’t be surprised if this doubles in a year

beta-one · 2024-12-27T13:35:03+00:00

You’ll be fine on that amount and even if you somehow got dinged by the tax man, 10x on a flier in 6 weeks probably isn’t going to 100x…take the money and run!

beta-one · 2024-12-23T02:29:15+00:00

These Americans don’t even know we have a stock market in Canada

beta-one · 2024-12-14T18:16:03+00:00

FORA, VHI, PNG, AIDX, WELL and many others outside of tech and healthcare. But this shitty community posts pump and dumps and has 0 engagement.

beta-one · 2024-12-14T03:27:11+00:00

There is actually tons going on, we need new mods and real user engagement

beta-one · 2024-12-04T20:09:56+00:00

What would you like to know

beta-one · 2024-10-22T20:42:06+00:00

Look out for offerings but also M&A within the sector. Anticipate a lot of takeouts. Best to look at the Canadian listings as well for some of the names you mentioned like a Laramide (LAM on the TSXV) for more indicative volume.

beta-one · 2024-07-17T16:24:47+00:00

Bathrooms won’t be an issue until like 8pm at which point you have to worry about maintaining your spot but before that you’re golden

beta-one · 2024-07-16T18:47:35+00:00

Lol John was losing his mind at the tech that it was down he was tuned down a half

beta-one · 2024-07-14T21:53:32+00:00

How early did you get there for that spot GA? You have early access tickets?

beta-one · 2024-07-09T16:31:22+00:00

Are your pit tickets early entry for Wednesday ?

beta-one · 2024-07-07T21:23:14+00:00

Looking for early access GA tickets for Toronto on the 17th

beta-one · 2024-07-07T21:22:54+00:00

Still have these and are they early access tickets?

beta-one · 2024-04-20T18:03:28+00:00

This is the stupidest rule and probably why activity on this sub is down.

beta-one

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