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Posted by
Two Blokes Mon at 1:45 PM -
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Stock
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TSSI delivered explosive 520% revenue growth in Q1, driven by procurement for AI infrastructure, but profitability and cash flow consistency remain concerns. Factoring costs and high accounts payable continue to pressure the bottom line, despite improved operational leverage and management's optimistic EBITDA guidance. Valuation is still steep at 30x EBITDA and 44x earnings, representing significant premiums to sector medians, justifying my continued Hold rating.
