Added to YB: 2025-04-02
Pitch date: 2025-03-31
ZOMD.V [neutral]
Zoomd Technologies Ltd.
+101.59%
current return
Author Info
Trident Opportunities writes about deep value and special situation investment opportunities. Sign up for the newsletter.
Company Info
Zoomd Technologies Ltd. operates as a marketing technology user-acquisition and engagement platform worldwide.
Market Cap
CAD 89.6M
Pitch Price
CAD 0.63
Price Target
N/A
Dividend
N/A
EV/EBITDA
4.00
P/E
5.61
EV/Sales
1.05
Sector
Software
Category
N/A
Portfolio update Q1 - 2025: ZOMD.V
ZOMD.V (sold position): Q3 hit by Euro 2024, Q4 weaker than expected. Adtech volatility, market sensitivity, auction dynamics, and client concentration (63% from 47% YoY) are risks. Shein (largest client) faces scrutiny. Chairman acknowledges concentration but offers no mitigation strategy. Poor earnings call.
Read full article (3 min)