Fundamental Analysis on Interesting Companies, Fairway Research

Fairway Research

Fundamental Analysis on Interesting Companies

In-depth fundamental analysis on interesting companies with a focus on intrinsic value

Equity Bottom-Up

TerraVest Industries Inc. invests in an oil service companies. The Company, through its subsidiaries, provides well head processing equipment for the natural gas industry in Western Canada and provides well servicing to the oil and natural gas sector in south-western Saskatchewan.

<ul><li>Consolidated revenue in Q2 FY2023 increased by 28% including 20% organic revenue growth.</li><li>Growth was driven by bouyant demand from oil &amp; gas customers both the Processing Equipment and Service segments.</li><li>Compressed Gas segment also performed well with 32% revenue growth during the quarter. </li></ul>

Consolidated revenue in Q2 FY2023 increased by 28% including 20% organic revenue growth.Growth was driven by bouyant demand from oil &amp; gas customers both the Processing Equipment and Service segments.Compressed Gas segment also performed well with 32% revenue growth during the quarter. 

TerraVest Industries (TSX: TVK)- Q2 FY2023 Review

Sleep Country Canada Holdings Inc. retails mattresses and bedding related products. The Company offers sleep products and accessories such as bed frames, pillows, mattress pads, sheets, duvets, headboards, and footboards.

<ul><li>Sleep Country is Canada’s largest specialty mattress retailer with an estimated market share of 37% as of 2022.</li><li>The company has a coast-to-coast retail network of 289 stores supported by 20 warehouses.</li><li>In addition to being the leading brick-and-mortar retailer in Canada, Sleep Country also owns e-commerce mattress and accessories brands such as Endy (bed-in-a-box), Hush (weighted blankets), and Silk &amp; Snow (bed-in-a-box).</li></ul>

Sleep Country is Canada’s largest specialty mattress retailer with an estimated market share of 37% as of 2022.The company has a coast-to-coast retail network of 289 stores supported by 20 warehouses.In addition to being the leading brick-and-mortar retailer in Canada, Sleep Country also owns e-commerce mattress and accessories brands such as Endy (bed-in-a-box), Hush (weighted blankets), and Silk &amp; Snow (bed-in-a-box).

SDI Group PLC designs and manufactures scientific and technology products. The Company offers control systems, optics, scientific imaging, sensors, and instruments. SDI Group serves life science, healthcare, astronomy, consumer manufacturing, and art conservation markets.

<ul><li>SDI was founded in 2008 with two subsidiaries, Atik Cameras and Synoptics, both engaged in digital imaging.</li><li>SDI got listed on AIM in 2008 itself, with the intention to use the listing as a means of doing acquisitions in the digital imaging space.</li><li>At the time of the initial listing, it had a market capitalization of £5 million. SDI did not raise any money through the listing.</li></ul>

SDI was founded in 2008 with two subsidiaries, Atik Cameras and Synoptics, both engaged in digital imaging.SDI got listed on AIM in 2008 itself, with the intention to use the listing as a means of doing acquisitions in the digital imaging space.At the time of the initial listing, it had a market capitalization of £5 million. SDI did not raise any money through the listing.

Fairway Research
Fundamental Analysis on Interesting Companies

TerraVest Industries (TSX: TVK)- Q2 FY2023 Review

Consolidated revenue in Q2 FY2023 increased by 28% including 20% organic revenue growth. Growth was driven by bouyant demand from oil & gas customers

Fairway Research

Sleep Country - Deep Dive (TSX: ZZZ)

Sleep Country is Canada’s largest specialty mattress retailer with an estimated market share of 37% as of 2022. The company has a coast-to-coast...

Fairway Research

SDI Group PLC - Deep Dive

SDI got listed on AIM in 2008 itself, with the intention to use the listing as a means of doing acquisitions in the digital imaging space.

Fairway Research