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Tantalus Systems HoldingGRID.TOBUYFeb 02, 2026
Stockchase InsightsStock price when the opinion was issued
As of Jun 15, 2026. Market Open.
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With increasing power demand, aging transmission system is under stress. This company has monitoring and control technologies to help utilities assess the state of equipment. For example, allows a weakening transformer to be replaced before it actually blows and people have no power. Also smart meter technology lets utilities manage power loads.
In trials right now with ~45 different utilities, up from 15 a year ago. Continues to grow revenue and EBITDA. No dividend.
Bruce Campbell (2)He owns a small position and expects it to be profitable by 2025/26. It is about rebuilding the grid and improving the efficiency of the electrical system. Getting the industry to build new environmental infrastructure is a win-win.
Jason Donville
Billy Kawasaki’s Insights - Billy's most-liked answers from 5i Research
In the most recent quarter, connected devices generated $9.3M in revenue, while software and services contributed $4.9M. They have a favorable view of both the company and its management team. The balance sheet is solid, with approximately $2M in net cash and no net debt. Revenue grew 22% last quarter and is expected to remain above 15% going forward. They would view the stock as a BUY for small-cap investors. Unlock Premium - Try 5i Free