always be buying, always be selling 🎮
Joined May 2017
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+110% today
BREAKING: Dye and Durham $DND.TO / $DYNDF annual earnings results released at 11.43pm (17mins before the deadline lol).
The market priced in bankruptcy.
Instead we got
- an on-time filing,
- a clean EY audit,
- no material going-concern uncertainty,
- Q4 adjusted EBITDA +15%,
- operating cash flow +15%, and
- $19.9M in annualized savings.
Q4 revenue was $104.2M, up 4% excluding Credas. Adjusted EBITDA reached $55.1M, up 15% YoY and 18% excluding Credas. That is an adjusted EBITDA margin of roughly 53%, compared with about 45% last year. Q4 operating cash flow was $65.6M, up 15%.
For FY26, DND generated $410.7M of revenue, $198.8M of adjusted EBITDA and $153.4M of operating cash flow. The net loss improved 56%, from $88.0M to $38.5M. Banking Technology revenue increased to $108.3M, up approximately 4.6%.
The company says it has already achieved $19.9M of annualized cost savings, well ahead of the original $11M FY26 target, with further initiatives still planned.
DND also made $172.7M of gross repayments across the 2029 notes, Term Loan B and revolver. At June 30, first-lien leverage was 5.17x, below the 5.8x covenant threshold.
EY delivered an unmodified audit opinion, while management concluded there were no material uncertainties that may cast significant doubt on DND’s ability to continue as a going concern.
Most importantly, the sale process for both the whole company and CFS remains ongoing.
Yes, the debt is heavy. But this was not a bankruptcy print.
The core business is producing real cash, margins have recovered sharply, costs are coming out faster than planned and the strategic review remains alive.
NOW IS THE TIME TO BUY!
momo chasers going to get bored with this kind of price action and seems CSI has fallen into the classic trap of believing his own bullshit
guy who uses cashtags in DMs doesn't use cashtag in useful post $tvk.to
For context, Entrans CEO filed a letter to Commerce Bureau in August asking for 0% tariffs on tank trailers with 95% US content (but assembled in Mexico).
- Entrans supplies ~50% of tank trailers in the US.
- US plants are tied up with defence work. Namely, M967 (bulk haul), M969 (refuels ground vehicles) and M970 (refuels aircraft). Heil won the award for their Tactical Fuel Distribution System, a contract worth up to $588.6M through 2030.
- US plants cannot handle this volume without longer lead time and higher prices.
As of today, no response from commerce.
Elon is selling equity, Zuck is selling equity, sundar is selling equity, Anthropic, open ai all selling you equity, zero insider buying, nonstop insider selling, but yes you retail should participate because ai will be transformative. Motherfuckers are forgetting the fundamentals of basic economics!
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$TVK I was about to comment on this, not as good as @MarkusEndl did. The funny thing is that they are reporting a net loss on compressed gas. That will change fast. Nobody cares until numbers are good but is getting closer...+data center boom + services boom=11-14x fcf 2027
in the underlined scenario $DND.TO equity goes to zero and secured debt holders recover about 60 cents on the dollar
spglobal.com/ratings/en/regu…
Having Silver Point and KKR circling $DND.TO's debt carcass is not a positive sign for equity holders; they will make sure they get fed first
bloomberg.com/news/articles/…
It’s a possibility the $DND.TO bulls refuse to even acknowledge for some cultish reason
john galt lol
There is a larp on FinX portraying himself as a market expert. He’s a perma-bear who claims to just be "telling people the facts."
Allegedly, he’s a seasoned professional who started in the markets in the early '90s - meaning we essentially have a senior citizen dunking on kids on social media as a pastime. I very much doubt it. I think it's rather a kid acting as an old wise guy.
During red weeks, the dude is in full swings, posting 50 times per day, like an absolute degen. On green weeks, the account is inactive.
This same grifter has been spooking his audience and calling for a market crash since November 2025. As a result, he caused his followers to completely miss out on both the Q4 2025 rally and the H1 2026 rally.
Of course, when someone claims to have a $100M portfolio, or calls themselves a hedge fund manager without ever showing a shred of substance, we are just supposed to take their word for it.
Bears always sound smart when people are spooked, but they look like absolute morons when the markets continue to grow.
I should run a substack and just expose all of these mf-ers. But since I'm nice (lul), I'll avoid this and focus on researching companies.
news did not in fact come that week $DND.TO
teapawt.org/commonsenseplay/status…
Trade alert:
Just added another $20k to my $DND.TO position at $1.79
My largest single stock position (now 14% of my portfolio).
Not selling a single share under $5 - news is coming this week, INCREDIBLE VOLUME THE LAST 2 WEEKS!
it did not in fact come that day or early the next week, etc, etc, etc $DND.TO
teapawt.org/commonsenseplay/status…
Oh yes it is!
Buyout coming - either today or early next week.
$DND.TO about to 4x again!