Jan. 31 at 6:10 AM
$CREX @MrRonoldFrown @alstart59
https://www.sixteen-nine.net/2026/01/28/creative-realities-ceo-rick-mills-why-digital-signage-is-now-go-big-or-go-home/
This is Xmas early for you boys ! Read this article and watch video...article came out Jan 28....
1. Rick talks about a
$23/share price in several years.
2. Company currently around
$115MM sales and
$20MM EBITDA...they are working thru synergies right now.
3. Gonna make 2 acquisitions in future...roughtly
$25MM deal each..George Sauter is heading this up.
4. The Canada mall network generated
$32MM sales 2025 and expected
$40MM 2026 (this is big)
5. Rick expects with 2 acquistions...+
$50MM of new revenue from internal growh
6. To be at
$200MM combined Revenues and
$50MM EBITDA.
7. Rick thinks the company would be worth
$600MM (
$50MM x 12 multiple)..
8. This would be
$24/share..Rick left out debt..so assume
$100MM in debt...this would be
$500MM equity / 25MM shares..
$20/share..my cost i think
$2.30...so like Rick says in video...it would be an 8 bagger...
i really like that the Canada mall network .
$40MM sales 2026
