Tucows' Liquidity Squeeze Made It Stop CAPEX, The Name Is Very Risky

Quipus Capital
1.58K Followers

Summary

  • Tucows faces severe liquidity issues, reducing fiber build-out to save cash, indicating significant financial stress and risk of operational sustainability without new financing.
  • The company projects $56 million in adjusted EBITDA for the year, insufficient to cover interest and other expenses.
  • The unique earnings call format with pre-recorded responses and lack of transparency further complicates investor confidence and understanding of financial health.
  • Without new equity or debt financing, Tucows' fragile liquidity and high financial risk make it unsuitable for investment, even speculatively.

Fibre optic broadband

John Lamb

Tucows (TCX) reported 4Q24 results and held an 'earnings recording'.

The company's financials are highly challenged, with liquidity risk increasing this quarter as well. In 3Q24 the company announced that it would decrease the build-out of fiber

This article was written by

1.58K Followers
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