Tucows Inc TCX

Alternate Symbol(s): T.TC

Technology Information Technology Services

Tucows Inc. is a global internet service provider. The Company’s segments include Ting, Wavelo and Tucows Domains. Ting segment provides retail high speed Internet access services to individuals and small businesses. Wavelo segment offers platforms and other professional services related to communication service providers, including Mobile Network Operators and Internet Service Providers. The Tucows Domains segment includes wholesale and retail domain name registration services, value-added services and portfolio services. The Company primarily earns revenue from the registration fees charged to resellers in connection with new, renewed and transferred domain name registrations, the sale of retail Internet domain name registration and email services to individuals and small businesses. Tucows Domains segment manages approximately 25 million domain names and millions of value-added services through a global reseller network of over 35,000 web hosts and internet service providers (ISPs).

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Tucows Inc > Jason Donville - BNN - DON'T BUY

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Post by Possibleidiot01on May 27, 2024 3:32pm

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Post# 36059265

Jason Donville - BNN - DON'T BUY

DON'T BUY

Sold because its ROIC returns started to get a bit wonky. In fact in last 3 years, ROIC has been negative. Satellite internet access has eaten the lunch of fibre. Hard to form a moat around its domain business. Wait for ROIC to be in excess of 20% for at least 3 years in a row.

An excellent example of deciding to move on from a position when the returns start to falter or go negative. And if there's no identifiable moat, it's a reason to exit.

computer software / processing

$27.000