mdf commerce Ord Shs T.MDF

More Takacsy

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Here's the link (second stock featured) and an additional comment. GLTA

https://www.bnnbloomberg.ca/video/stephen-takacsy-s-past-picks~2125752

MDF COMMERCE - formerly Mediagrif (MDF TSX)

Quebec-based company that offers e-commerce solutions to large corporations. MDF recently announced a large contract for Aldi, one of the largest food retailers in the world, to set up a “click & collect system in the UK. MDF also offers “Strategic Sourcing” platforms, enabling suppliers to bid on government contracts in Canada and the U.S. Over 80 per cent of MDF’s revenue is recurring and high margin. Despite the rise in share price, MDF is trading at a modest 2.5X revenues compared to more than double that for peers. Still a very underfollowed and under-owned company.

• Then: $5.29
• Now: $14.74
• Return: 179%
• Total Return: 179%