Added to YB: 2026-10-06
Pitch date: 2026-09-30
CCDSF [bullish]
Carrier Connect Data Solutions Inc.
+11.67%
current return
Author Info
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Company Info
Carrier Connect Data Solutions Inc. delivers co-location and data center solutions to service providers, enterprises, and small businesses.
Market Cap
CAD 38.9M
Pitch Price
CAD 1.20
Price Target
N/A
Dividend
N/A
EV/EBITDA
-19.90
P/E
-7.35
EV/Sales
22.91
Sector
IT Services
Category
growth
The Little Data Center that MIGHT - $CCDSF
CCDSF (hold): Carrier Connect has 7.7 MW of capacity but only 46% utilization; management estimates filling open space could add C$13-15M of annual revenue, with new AI pricing roughly 2.5x legacy rates. Its non-binding 25 MW LOI exceeds the current network threefold, but conversion requires capacity and funding — C$6M of cash covers only about 2 MW at targeted acquisition costs. No shares were bought or sold while the next two reports test utilization, AI pricing and dilution.
Read full article (9 min)