Raadr Inc (RDAR)

[Let's See The Profits]

It’s always funny when someone pulls up 2023 numbers under the old guard like they’re still relevant. Yes, the 2023 combined entities (Mexedia US and Ireland) did $349M in revenue with about $9M in EBITDA, which isn’t a great margin, we all know that. But that was before the restructuring, before Janbella was out, and before Telvantis took full control and started cutting bloat and flipping this thing around. You're quoting the past like it tells the future, but that's not how markets work. What matters now is what’s happening this quarter and the one after. June was the first month Telvantis showed profitability, a net positive turnaround. That means the second half of Q2 had serious momentum, and the full quarter should reflect that. We could be looking at $1.2M+ in net profit for Q2 alone, and that doesn’t even include any AmeriCrew impact, which will first show up in Q3 once finalized. Telvantis is likely going to push $2M+ net profit in Q3 and over $3M in Q4 if this pace continues. That’s $6–7M full-year net income without AmeriCrew, and once you factor in the acquisition, which could add $2M more on its own, you’re looking at around $9M total. And that’s assuming no further expansion from their other growth channels like the tokenized trading platform being fast-tracked. They’ve clearly communicated this pivot was going to take a few quarters. The CEO never hid that. What’s changed is that now we’re at the part where growth accelerates, margins improve, losses are gone, and the tide has turned.

We have a board meeting about to drop with major implications: preferred share dividend, expedited acquisition close, and the full-scale rollout of a blockchain-based trading platform that could disrupt how an entire industry transacts. You think this company looks like the one that had a 2.6% EBITDA last year?

Q3 will put all that old talk to rest. Telvantis isn’t living in 2023 anymore. Quoting 2023 like it’s relevant in Q3 2025 is wild. At this point, it’s less analysis and more fan fiction.