Zedcor Energy (ZDC.V)

Aggressive with US builds. Compiling inventory. Working to enhance technology with AI, which lets it charge higher rates.

(Note the short-ish timeframe.)  At the Consumer Electronics Show last week, Amazon's Ring rolled out what appeared to be a similar product. Stock immediately sold off dramatically. Management conference call explained how Ring is hardware, but ZDC is a service. Signing bigger and bigger national contracts, such as with DR Horton.

(Note the short timeframe.)  Tower security is a growing area. Good job integrating AI via centralized monitoring. Manufacturing in US. Expanding geographically.

(Note the short timeframe.)  Continues to expand in US, building a production facility down there. Production and geographic footprint (to east and west US coasts) are expanding.

Really likes it, and so do his firm's fundamental analysts. Strong fundamental story. Technicals are awesome. Good run. Add on weakness. Expect a consolidation or correction in next month or two, and that's when he'd be looking to add.

Pivoted from oil services to security towers, which has seen explosive growth. Sophisticated AI monitors things all the time. Units are both fixed and mobile. On commercial and industrial job sites. Expanded into US, increased production. Amazing topline and bottom line growth. No dividend.

ZDC is a high risk but high growth company with analysts expecting the top-line to grow by 73% in 2025. At 6X forward sales, some of this growth is priced in but regardless, the company has some tailwinds behind it. The company does have negative operating cash flows currently but recently announced a $25 mln offering which will extend their runway. 
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They have security towers which saves companies security labour costs. Are very profitable that they reinvest in the business, because demand is outpacing supply. It may look expensive, but 80% of their costs is power-coated steel which last forever. So look at their cash flow and not net income. He expects them growing 85% revenue this year and 100% earnings. Their 28x PE looks expensive, but they're growing fast so future earnings looks cheaper. They have 1,300 towers and one day will have 12,000.

Towers with cameras for security surveillance. Really ramped up production. Management is executing quite well. Market's excited, great momentum, may have room to go. 

Sold early, so you may not want his opinion on this one ;) Now valuation compared to its financial profile is keeping him out. If you're comfortable with the valuation, you could continue to hold.

It provides security in parking lots and can monitor anything. It uses AI technology so its monitoring is cost effective and more efficient.

Likes it a lot, everything's going well. Continuing to expand. Hopefully, share price can double in the next 2 years.

Only $100M market cap, but good liquidity. Doesn't think it will be at $100M for too long. Sophisticated cameras and monitoring systems for parking lots. Really high margins. Will probably grow at 75% a year, this year and next. Should be $3 in 2 years' time. No dividend.