Added to YB: 2025-09-17
Pitch date: 2025-09-15
TBRD.V [bullish]
Thunderbird Entertainment Group Inc.
+6.76%
current return
Author Info
P14 Capital is a former buy-side research analyst who uncovers undervalued opportunities in SMID-cap equities. Long-biased and generalist. Sign up for the newsletter.
Company Info
Thunderbird Entertainment Group Inc. develops, produces, and distributes film and television programs in Canada and internationally.
Market Cap
CAD 59.0M
Pitch Price
CAD 1.48
Price Target
4.65 (+194%)
Dividend
N/A
EV/EBITDA
1.35
P/E
9.84
EV/Sales
0.25
Sector
Entertainment
Category
value
LONG $TBRD - Thunderbird Entertainment Group Inc.
TBRD.V: Canadian content studio at absurd 2x TTM EBITDA, 0.2x EV/sales despite 26% revenue growth & 102% EBITDA growth. 43% mkt cap in net cash, no debt. Buybacks initiated, activist involved, TSX uplisting likely. Bull case $4.65 (+210% upside) on owned IP expansion & margin gains.
Read full article (17 min)