The 27x P/Cash Earnings Compounder with 80% growth at +30% ROIC

An undiscovered opportunity at <1% market penetration with superior value proposition

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• +80% run-rate growth

• Gross margins of +60%

• Cash earnings margin of +30% despite growth investments

• Unit economics delivering +30% IRR, with visibility to 5x volume in 4 years (and plenty more beyond)

• A superior value proposition versus the dominant solution

• Minimal net debt of CAD 21m

This is not a high flying tech darling. It is an overlooked microcap, whose produts eliminate the need for human intervention through process automation.

This is AI in action — but intuitive and easily understood. Neither customers nor investors need advanced knowledge about technology/AI to grasp why the products are superior.

If the management executes as expected - and satisfies a portion of the massive demand overhang - then this opportunity could deliver an IRR in excess of 40% over 4 years, despite multiple compression of nearly 40%. And the runway for compounding doesn’t end there.

To me, this looks like a compounder in plain sight…