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Added to YB: 2026-01-21

Pitch date: 2026-01-19

ILLM.TO [neutral]

illumin Holdings Inc.

-19.8%

current return

Author Info

Company Info

illumin Holdings Inc., a technology company, provides digital media solutions in Canada, the United States, Europe, Latin America, and internationally.

Market Cap

CAD 44.0M

Pitch Price

CAD 1.01

Price Target

N/A

Dividend

N/A

EV/EBITDA

-0.78

P/E

-2.87

EV/Sales

0.07

Sector

Interactive Media and Services

Category

value

Show full summary:
AlmostMongolian Annual Review+Portfolio Update - Illumin Holdings Inc.

ILLM.TO (holding update): C$52.7M mkt cap near net cash provides downside protection. Author admits weak bull case - thesis based only on buybacks, low multiples, insider buying, new CEO track record. No clear competitive advantage identified. Holding as 'cash alternative with upside' - any good quarter could 2-3x stock.

Read full article (2 min)