
Merchant bank and capital markets advisory firm providing strategic capital and corporate advisory to small-cap and micro-cap companies #whatsyourthesis
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Joined February 2018
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Press Release: @CarrierCDS | $CCDS.V $CCDSF
Carrier Connect secures a CAD $88.9M, five-year data center contract, adding a new facility for Atlanta
Key Highlights:
• $17.8M initial annualized billings
• $23.7M+ potential at full deployment
• 25–30% target EBITDA margins
• First 4MW of 25MW AI demand LOI contracted
Press Release Link: tinyurl.com/58sdy7ks
Press Release: @CarrierCDS | $CCDS.V $CCDSF
Carrier Connect expands data center power capacity by over 50% with its new 4MW, AI-focused data center in Atlanta.
✅ 11.7MW total capacity
✅ Potential expansion to 17.7MW
✅ 184,553 sq. ft. customer-ready facility
✅ Non-dilutive, 15.5-year lease
Press Release: tinyurl.com/mr33pndp
#AI #DataCenters
📈 $CCDS.V | @CarrierCDS
Volume picking up as $CCDS continues to tighten within a multi-month pennant formation.
📊 Stock is up 5% with over 110K shares traded since market open. Last Print: C$1.25/share
Potential catalyst ahead: Conversion of its 25MW AI computing LOI, representing approximately C$95M in potential annual recurring revenue at full deployment, into binding purchase orders.
#AI #DataCenters #CCDS
Carrier Connect @CarrierCDS continues to build out its AI infrastructure / data center platform:
🔹 6 data center assets across Canada, Australia & the U.S.
🔹 Expanding to 15 data centers through 2027
🔹 Up to 25MW AI compute LOI → ~C$95M potential ARR
$CCDS.V $CCDSF
Press Release: @Wisr_AI | $WISR.CN
Wisr AI has officially launched RiskAssure, its AI-native security assurance platform and trust centre.
RiskAssure uses agentic AI + RAG to automate security questionnaires, generate source-cited responses and streamline security reviews.
Learn more: GetRiskAssure.com
Press Release: tinyurl.com/mrjf4s38
#AI #Cybersecurity
Press Release: @builddirect | $BILD.V $BDCTF
BuildDirect reports Q2 2026 results:
🔹 Revenue: $19.7M, +16.6% YoY
🔹 Gross profit: $7.7M, +14.7% YoY
🔹 Revenue +34.7% QoQ
🔹 Adj. EBITDA: $0.4M vs. $(0.3)M in Q1
🔹 Positive operating cash flow: $0.45M
🔹 Pro Centers = 77% of revenue
🎙️ Q2 Conference Call TODAY
⏰ 1:15 PM PDT / 4:15 PM EDT
💻 Webinar: us02web.zoom.us/webinar/regi…
Press Release: @CarrierCDS | $CCDS.V $CCDSF
Carrier Connect strengthens its leadership team with the appointment of Aleem Nathwani to lead Corporate Development.
🔹 20+ years of public/private market experience
🔹 Helped commercialize TELUS’ data center portfolio
🔹 One of the earliest employees at $NTNX
🔹 Experience across capital formation, strategic partnerships & corporate development
The appointment comes as Carrier looks to scale its data center capacity and capitalize on its growing pipeline of customer demand.
newsfilecorp.com/release/310…
Press Release: @EvolutionPowerX | $E.TO $ETOLF
⚡ Evolution PowerX expands into larger-scale distributed power.
The Company has secured exclusive Canadian distribution rights for Signal Power Group’s 3.2 MW SPG4 turbine platform.
The new platform significantly expands Enterprise’s addressable market beyond its existing 333 kW turbine fleet, including opportunities in:
• Data centres
• Mining
• CHP
• Energy operations
• Remote & grid-constrained sites
Multiple units can also be synchronized into larger scalable power systems.
PR: tinyurl.com/v7tnshfa
#Energy #DataCenters #PowerGeneration
Press Release: @EvolutionPowerX | $E.TO $ETOLF
Evolution PowerX reports record Q2 2026 results:
🔹 Revenue: $8.8M, +36% YoY
🔹 Adj. EBITDA: $2.1M, +164% YoY
🔹 EBITDA margin: 24% vs. 12%
🔹 H1 revenue: $20.8M, +24%
🔹 H1 Adj. EBITDA: $7.5M, +45%
🔹 1.25M shares repurchased & cancelled YTD
This marks 4 consecutive quarters of growth in both revenue and Adj. EBITDA.
Evolution is also adding a 3.2 MW natural gas turbine generator capable of serving drilling, industrial operations and next-generation AI data centers, with commercial availability expected in Q4 2026.
Press Release: tinyurl.com/2j4rnkhv
📈 Shares of @CarrierCDS $CCDS.V $CCDSF +16% over the last 5 trading days. 🚨Last Print: $1.34 CAD
Momentum appears to be building as the stock pushes back toward key moving averages on stronger volume, while the trading range continues to tighten.
The market may also be starting to better appreciate the scale of Carrier Connect’s recently announced 25 MW AI compute LOI, representing approximately C$95M in potential annual recurring revenue.
For context:
⚡ ~C$95M potential ARR from the 25 MW LOI
🏢 ~C$5–6M existing ARR
🎯 ~C$10M ARR targeted by year-end 2026
📊 ~C$43M current market cap
📈 Insiders have also been buying shares in the open market
The potential C$95M ARR opportunity alone is more than 2x the company’s current market cap.
An interesting setup for a small-cap AI/data centre infrastructure story as execution continues.
$CCDS $CCDSF #AIInfrastructure #DataCenters #SmallCaps
Press Release: @CarrierCDS | $CCDS.V $CCDSF
Carrier Connect has officially completed the acquisition of Rochester COLO, adding its first U.S. data center to its growing platform.
Highlights:
✅ First U.S. data center acquisition completed
✅ Launch of PureColo USA
✅ Expands footprint across Canada, U.S. & Australia
✅ Continues executing its Tier II/III data center roll-up strategy
Read more: tinyurl.com/5t59umez
#AIInfrastructure #DataCenters #Colocation #MicroCap
Press Release: @CarrierCDS | $CCDS.V $CCDSF
Carrier Connect has officially completed the acquisition of Rochester COLO, adding its first U.S. data center to its growing platform.
Highlights:
✅ First U.S. data center acquisition completed
✅ Launch of PureColo USA
✅ Expands footprint across Canada, U.S. & Australia
✅ Continues executing its Tier II/III data center roll-up strategy
Read more: tinyurl.com/5t59umez
#AIInfrastructure #DataCenters #Colocation #MicroCap
Shares of Enterprise Group $E.TO $ETOLF are up 25%+ over the past six months📈
🚨Last Print: CAD$1.70
The market continues to recognize Enterprise's execution as the company expands its natural gas power generation platform.
Recent milestones include:
🔹 Addition of two new customers
🔹Expansion into larger-scale power generation with a new 3.2 MW SPG4 natural gas turbine
🔹Growing exposure to AI data centers, industrial infrastructure and oil & gas electrification
Execution continues.
#EnterpriseGroup #NaturalGas #EnergyInfrastructure #PowerGeneration #AIInfrastructure #DataCenters #TSX #Investing
Press Release: @EnterpriseGrp | $E.TO $ETOLF
Enterprise expands its natural gas power platform with the addition of a 3.2 MW SPG4 turbine generator.
🔹 3.2 MW mobile/permanent power solution
🔹 Targets oil & gas, industrial & AI data center markets
🔹 Lower emissions & operating costs vs. diesel
🔹 Commercial deployment expected in Q4 2026
Read more: tinyurl.com/4ypvuh4j
#NaturalGas #AIInfrastructure #DataCenters #Energy #TSX
Press Release: @EnterpriseGrp | $E.TO $ETOLF
Enterprise expands its natural gas power platform with the addition of a 3.2 MW SPG4 turbine generator.
🔹 3.2 MW mobile/permanent power solution
🔹 Targets oil & gas, industrial & AI data center markets
🔹 Lower emissions & operating costs vs. diesel
🔹 Commercial deployment expected in Q4 2026
Read more: tinyurl.com/4ypvuh4j
#NaturalGas #AIInfrastructure #DataCenters #Energy #TSX
Press Release: @EnterpriseGrp | $E.TO $ETOLF
Enterprise Group announced the addition of two new intermediate Canadian oil & gas producers as Evolution Power Projects customers.
Key Highlights:
- 2 new customers added
- Initial projects completed
- Follow-on projects already underway/planned
- Fleet expanding with 7 new FlexEnergy turbines in H2 2026
News: newsfilecorp.com/release/304…
#EnterpriseGroup #EvolutionPower #NaturalGas #Energy #EnergyTransition #PowerGeneration #OilAndGas #Infrastructure #ESG #EmissionsReduction #TSX #OTCQB #SmallCaps #CanadianStocks #Investing
Press Release: @CarrierCDS | $CCDS.V $CCDSF
Carrier Connect Data Solutions has signed a non-binding LOI with a confidential customer to deploy up to 25MW of AI computing demand across its global data center network.
At full deployment, the opportunity has the potential to generate approximately C$95M in annual recurring revenue.
More: tinyurl.com/527f5ha9
#AI #DataCenters #AIInfrastructure















