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Offer ends Thursday, September 12, 2024
Dropping Company Coverage
We are dropping company coverage on Illumin Holdings (ILLM). ILLM, formerly known as AcuityAds, was a fast growth, ad-tech name, with a strong balance sheet, but growth materially slowed down, and its recovery has been bumpy. Increasing competition from other large AI players and digital marketing channels have negatively impacted its business, and while its cash balance is still strong, its slowing growth rate and unprofitability are putting downward pressure on its price. We believe there are better opportunities in the Canadian market, and we are dropping ILLM from our company coverage.
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Report Updates
We have posted report updates on Savaria Corporation (SIS) and Trisura Group (TSU). TSU is a leading specialty insurance company that operates in the surety, risk solutions, corporate finance, and fronting business lines, and SIS is a global leader in the accessibility industry, providing solutions for seniors and individuals with disabilities. One company continues to execute and drive strong profitability, causing us to upgrade our rating by one notch, and the other is seeing tailwinds that we feel can improve its growth story in the mid- to long-term.
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