Raadr Inc (RDAR)

[Let's See The Profits]

I keep asking myself what “substantial profit margins” really means when Telvantis says the AmeriCrew acquisition could bring in over $12 million this year. That’s not vague language. In this industry, 20–30% net margins are the norm when the work is done in-house, not subcontracted out. That’s exactly how AmeriCrew operates. So if the company is guiding $12M+ for 2025 from AmeriCrew alone, and margins are substantial as claimed, the profit potential isn’t just a few hundred thousand, it’s easily in the $3M to $5M+ range depending on how much of that revenue drops to the bottom line. Now pair that with where we are in the timeline. Q1 was messy, no surprise. But Telvantis told the market Q2 was the inflection point, and especially in June, things started to shift. Revenue up. Losses down. That’s without AmeriCrew in the picture. Q2 is the first true “turnaround” quarter, and it could drop as early as next Monday, based on how early Q1 was released. If Telvantis posted $1.2M net profit in Q2 alone, that’s huge. That kind of momentum should push Q3 profits over $2M, and Q4 could be near $3M, all before you factor in AmeriCrew.

Then comes Q3, where things get really interesting. If the AmeriCrew acquisition finalizes soon (and the expedited board meeting this week strongly suggests it’s close), then Q3 is when the revenue and profit from that deal finally show up in the financials. If AmeriCrew adds even $3 to 4M in revenue to Q3 alone, with those same substantial margins, you’re looking at $1M+ in net income from the acquisition in just one quarter. Combined with Telvantis’ own organic growth and leaner operations after Q2, Q3 could easily push total net profits well above $3M. Looking at the full picture, Telvantis has already reported $98 million in revenue for the first half of 2025. Adding in expected growth in H2, including AmeriCrew’s contribution, we should be looking at well over $180 million in total revenue for the full year. Blending Telvantis’ organic growth and AmeriCrew, a combined net income of $8M to $9M or more is a reasonable projection. A conservative 10x earnings multiple on that puts market cap near $80M to $90M. With an OS of 6.77 billion shares, that supports a share price comfortably above $0.01. That’s before any buybacks, debt reductions, or pipeline expansions.

This isn’t hype. It’s math. The strategy is finally clicking. The timing, with Q2 earnings about to drop and a major acquisition about to hit the books, is no accident. Look at the facts, do the math, and see a company positioning itself to become profitable with a clear path to a higher valuation.