Steve Hoffmann @stevhoff
Not investment advice, I know nothing. I'm just a guy who talks to goats. You can't stop the wave, but you can learn to surf. America Joined November 2010-
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$DBO.TO $DBOXF A few things that stand out to me after reviewing the financials: 1- The company added 189 net new screens in F2026 (+18.7% yoy). The true performance is masked by the deactivation of 43 dormant screens in the back half of the year (that weren't generating any revenues). So the true growth is actually 232 new screens (+24% yoy) with the bulk of new screens (160) added in the second half of the fiscal year, ahead of a massive blockbuster season. 2- Assuming the box office grows 10% for the remainder of the year and you have 24% more revenue-generating screens, and I'm not even talking about the potential to outperform the box office, I think 25%+ growth in royalties this year (F2027) might already be pretty much baked in. 3- I recently did an expert call with a cinema executive. One thing he mentioned, which is very important, is that all the big exhibitor circuits look at each other and try to copy what works. Everytime one exhibitor figures something out, all the others try to emulate it. Now think about how Cinemark, the best-in-class exhibitor in the industry, is aggressively deploying D-BOX seats right now. Surely, they must know that they're getting a great ROI on this CAPEX. I think it's only a matter of time before the other dominos fall. 4- The main thing that's been preventing other exhibitors from rolling out D-BOX is that they just don't have the money. The industry has been very challenging since COVID and balance sheets are stretched. In 2026, this is changing. Forecasts point to a great year for the box office, which will give some breathing room to all the exhibitors and allow them to expand their CAPEX budgets. Also, D-BOX is now using its balance sheet to offer financing to its customers. 5- As a reminder, there are 42,000 cinema screens in North America and 200,000 worldwide. D-BOX is in 1,200. There is a very long growth runway here and D-BOX has only scratched the surface. 12.5x TTM EV/EBITDA for a royalty business growing 25%+? Come on... Disclaimer: Nothing in this post is investment advice. I am the Portfolio Manager and a unitholder of the Rivemont MicroCap Fund. The Fund is a shareholder of D-BOX (TSX: DBO). We might trade on the stock at any time without prior notice. Please do your own research or consult a financial advisor.
@D27357 Also $IFABF, $DBOXF. But I sure sold $CPSH too early.
$CPSH. I'm out. Fundamentals don't warrant the current price at all. They should be in the process of moving to a new facility by now but are still searching for a site. They should do a secondary at current price( not saying they will but it would be in their best interest).
@christankerfund Also I picked up a little DHT today
@christankerfund BWLP reported today. Seems really good but I'm not expert at shipping like you. Have you had a look? Any opinion appreciated.
@Bennieeexyz If it were me, I would have sold her the shock collar and then waited for her to come back complaining it didn't work. Could've had some real fun there.
@giveashitnature @MrsYALibrarian First thing they tell you is to apply glyphosphate to the area you want to plant. No no no. Gotta be a better way.
@kat_maryb I'm going down to shoot my old lady, you know I caught her messing round with another man.
@ashleevance @billyjhowell Ashlee I saw that video. What a great idea. He must have some really big bandwidth requirements though. What is his Internet bill and did he have to get the ISP to put in a special line for that?
@MikeBales Where do you find a beach front hotel -or motel for that matter, food included for 150/ day?. LMK, I'LL book it for my next vacation.
@MarioNawfal How much chicken fish and pork do they get?
@WhaleScan Sounds like a repeat of using patriot missiles to shoot down shaheed drones.
@DairyQueen DQ went downhill after Warren Buffett bought it.
@JoJoFromJerz In Washington DC, the rate of gun deaths increased 29% from 2015 to 2024, compared to a 15% increase nationwide. So strict gun laws but increasing gun deaths. Why didn't strict gun laws work?
@JoJoFromJerz Because of this, firearms purchased in DC are rarely used in crimes. In an average year, 176 people die from gun violence in Washington DC. That means someone dies from gun violence every two days. Six percent of those deaths are gun suicides, and 92% are gun homicides.
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