Review of Lightspeed Commerce Inc.

MAR 26, 2024 - The company has been focusing on higher Gross Transaction Volume (GTV) customers to improve its top-line growth and reduce customer churn. The most recent quarterly results were better than expected, however, we feel the company needs to make more progress on achieving profitability. Following our downgrade from our latest report, we are maintaining our rating at ‘B-‘.

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Q: At one point it seemed like LSPD, DND, TIXT, REAL and WELL were market darlings with great potential, and DCBO, SHOP and ATZ were on more solid ground. Are any nearing the point of accumulation or should I start buying Spam for the apparent apocalypse?!!

Read Answer Asked by Art on April 04, 2025

Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)

Q: Couple of questions on LSPD

1) What portfolio was it in and when was it removed?

2) With the recent announcement of a weakening outlet today on Bloomberg, at this point is it too late to unload, or would you take your losses and run for the hills?

3) If yes, where would you put the funds?

Thanks

Sheldon

Read Answer Asked by Sheldon on March 24, 2025

Q: A recent article in the Globe postulated that M & A activity in the Canadian tech sector could increase in 2025. Some of the reasons given were the delayed implementation of the increase in capital gains taxation, the low Canadian dollar and tariffs.

Are there tech companies you would view as potential take-over targets in 2025?

Thanks for the great service!

Ian

Read Answer Asked by Ian on March 03, 2025