reports
- Nicholas Cortellucci
- CFA
SBIO: Impressive Q1 Financials & Bullish Outlook
What you need to know: • Sabio reported Q1/25 financial results that beat our estimates on revenue and were in line on profitability. • Revenue was $9.1M (+43% YoY), compared to our estimate of $7.0M. This was driven by 40% growth from the ad-supported streaming segment and 58% growth from the mobile segment. • Adjusted EBITDA came in at ($1.6M), in line with our model. • Sabio guided for another quarter of double-digit growth in Q2. Yesterday after market close, Sabio Holdings Inc. (SBIO:TSXV,...
- Ben Pirie
- Nicholas Cortellucci
- CFA
Q1/25 Recap: All Our Research in One Place!
Quarterly Coverage Update Q1/25 represented another excellent quarter for our firm, with strong performance from our coverage universe. This mainly came from our exposure to precious metals, notably silver. Our coverage universe was up 13% during the quarter and 40% over the last year, compared to the TSX, which was up 0.1% and 12%, respectively. The performance in Q1 was led by Santacruz Silver (+80%), Omai Gold Mines (+80%), and Tocvan Ventures (+67%). We also proudly hosted another Investor ...
DRX ADF GROUP INC.
ARG. AMERIGO RESOURCES LTD.
EDG. ENDURANCE GOLD
SCZ. SANTACRUZ SILVER MINING
NIM NICOLA MINING INC
RIO RIO TINTO PLC
KNR. KONTROL ENERGY CORP
GIGA GIGA METALS
TOC TOCVAN VENTURES
APM ANDEAN PRECIOUS METALS CORP
PNTZF TRIGON METALS INC.
OMG OMAI GOLD MINES CORP
BQE BQE WATER INC.
DNG DYNACOR GROUP INC.
MOO MOON RIVER MOLY LTD
AUAU ALLEGIANT GOLD
FISH SAILFISH ROYALTY CORP.
CAPT CAPITAN SILVER CORP
SBIO SABIO HOLDINGS
INC. (SBIO)
- Nicholas Cortellucci
- CFA
SBIO: Increasing Target Price on Strong Q4 & 2024 Financials
What you need to know: • Sabio reported excellent Q4 and 2024 financial results that beat our original expectations prior to being revised upward on the pre-release. • Revenue came in at $18.3M (+44% YoY) compared to our original estimate of $16.4M and revised estimate of $18.0M. Adjusted EBITDA came in at $2.8M (+38% YoY) vs. our estimate of $2.7M. • Sabio guided for continued solid growth and margins into 2025 and 2026. • We recently published an interview with management, watch it here. Yes...
- Nicholas Cortellucci
- CFA
SBIO: Preliminary Q4 Financials; Best Quarter in Company History
What you need to know: • Sabio reported preliminary Q4 financial results that came in ahead of our expectations on revenue and were in line on adjusted EBITDA. • Revenue of $18.0-18.2M compared to our estimate of $16.4M while adjusted EBITDA is expected to be $2.6-2.8M vs. our estimate of $2.7M. • Sabio recently announced that App Science’s household graph has reached 80M households (previously 55M). • We recently initiated coverage on SBIO, read the report here. This morning, Sabio Holdings In...
- Nicholas Cortellucci
- CFA
SBIO: A Rising Ad-Tech Player in the Growing Streaming TV Market
What you need to know: • Sabio is well positioned in the growing Connected TV (CTV) industry with 55M validated households. This provides a major tailwind, supporting its 38% revenue CAGR since 2020. • SBIO completed a cost-cutting program in 2023, allowing EBITDA margins to bounce back to historical levels. • Sabio has a blue-chip customer base with 90% of its revenue coming from re-occurring clients. • Sabio trades at 5.4x/3.6x 2025E/2026E EBITDA, a discount to its peers. Sabio Holdings Inc...
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