Cool Stock Tweets #21

$EVLV grew ARR 64% yy and on track for q2 2025 breakeven. Seeing a “notable uptick” in partner registration opportunities which help them scale. Renewal rates remain high. 45% of booked ARR from existing customers up from 37% a year ago. Their customers like them and want more.… x.com/i/web/status/1…

— Blue Duck Capital Partners (@BlueDuckCap)
5:05 PM • Aug 9, 2024

Enerflex $EFX.TO / $EFXT had a strong Q2, with solid margins, EBITDA upside, and continued backlog visibility.  Debt-to-EBITDA is now at 2.2x, within striking distance of mgmt’s 1.5-2x target.  

Given mgmt’s constructive commentary around H2 free cash flows, and a likely… x.com/i/web/status/1…

— Raging Capital Ventures (@RagingVentures)
1:41 AM • Aug 9, 2024

$TOST has worked very well over the past year, with continued top notch product and sales execution & improved operating leverage. Location adds have been particularly impressive, in part due to increased TAM. The bear base on Toast Capital also appears to be (rightfully)… x.com/i/web/status/1…

— Raging Capital Ventures (@RagingVentures)
1:20 AM • Aug 9, 2024

$CMPO finally collapses the A/B structure *and* brings in change agent David Cote as Chairman making a $372m personal investment.

This increases FCF to shareholders significantly, opens up shareholder base (active & passive) & M&A. Numbers and multiple ought to go up. See $BGC.

— JabroniCoin.USD (@TheBenSchmark)
5:09 PM • Aug 9, 2024

CompoSecure $CMPO has ~80% share of metal credit cards in a growing market.

The two key overhangs are now behind it:

1) Amex and Chase contract renewals
2) Collapse of A/B share structure & associated cash outflows

Let’s see if this brings Cote-tail riders & index inclusions

— JabroniCoin.USD (@TheBenSchmark)
7:43 PM • Aug 9, 2024

$DLCG.TO, a leading Canadian mortgage broker franchisor, just reported strong Q2'23:

- Mortgage volume + 14% YoY
- Revenue +21%
- EBITDA +63%

I'm expecting to see continued growth in the next 2 years given the recent rate cuts and pent-up refinancing demand

— Rusholme Capital (@rusholmecapital)
12:13 AM • Aug 8, 2024

Everyone should check out this excellent pitch on $PPSI from one of the smartest people on here, @everyonehatesp1. Disc: I am long.

I'd emphasize:

1)  the backlog discussed is signed for (essentially, cannot simply be canceled). This "smooths" such a lumpy business over a… x.com/i/web/status/1…

— Mike (@Mike10947310)
2:02 PM • Aug 7, 2024

For years investors were saying how uninvest-able Japanese small cap value was due to bad corporate governance.  Including big fintwit accounts, and some even had real connections to Japan!

Reality: this was essentially a risk free 20% IRR.

— David Orr (@orrdavid)
9:28 PM • Aug 9, 2024

.@Mike10947310 deserves tremendous credit for his call on $FNCH. $6 million microcap that just got a $26 million legal judgment

Stock was <$1 when he pitched it on June 2, and had just a $1.5 million market cap

Right for the right reasons and a ~10x in less than three months

— Edwin Dorsey (@StockJabber)
9:20 PM • Aug 9, 2024

I'll be traveling in Italy with my girlfriend for the next ten days (Milan, Rome, Positano, Venice)

Please let me know of any great recommendations!

— Edwin Dorsey (@StockJabber)
4:34 PM • Aug 11, 2024