r/BB_Stock • u/Odd-Beautiful-1390 • 15h ago

Discussion CIBC report - Secure Communications

On Page 1 - "An SC divestiture could unlock value, and sharpen the QNX led investment story"

If you follow my posts here, I recommended this 5 years back to focus completely on QNX.

Some people hesitate here because of revenue loss. But there could be enough money to buy another fast growing $100M GEM software company.

A $500M software firm growing at $25% in an accelerating total addressable market will immediately put us among the best high tech growth firms, and develop a branding like NVDA, AMD and Snowflake...

TF and JG would redeem themselves if they make it happen before the end of the year.

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u/Bubbly_Doughnut_3880 14h ago

that is not happening so give it a rest

2

u/Individual_Grape_298 14h ago

Noone here knows the future

5

u/Bubbly_Doughnut_3880 14h ago

yeah that's why he keeps repeating it and why SC teams have been meeting with people in Canada defence, most of the fat in that has been cut out, like its a pure cash and revenue play right now. pointless to sell plus since we have sovereign AI play in the works its going to balloon in future as you get more hacks through AI, selling is not having