MITQ - conference call was overall positive, mainly focused on how movie industry outlook is better than last year with the strikes behind them. Also reiterated from last several calls that the theaters have to replace their infrastructure at some point soon and that should benefit MITQ.
I also own DBO.TO and that one has had a couple strong quarters now so I think movie industry is decent at the moment.
I do think the consumer is getting stretched pretty thin though and that's the main risk from a macro fundamentals perspective. The other obvious risk is that the company actually has to prove they can make money.
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