External reports (aggregated public sources), Value Investors Club

Value Investors Club (VIC)

External reports (aggregated public sources)

Value Investors Club

Equity Bottom-Up

Key points (machine generated)<ul><li>Haivision is a founder-led business valued low due to recent structural improvements and strategic acquisitions, with plans for double-digit revenue growth starting in 2026.</li><li>The company secured an $82 million contract with the U.S. Navy, contributing to projected FY2024 revenue of $130 million and an enterprise value of $115 million.</li><li>Haivision specializes in video networking and streaming solutions, generating 72% of revenue from hardware using the proprietary SRT protocol, and operates in Government &amp; Defense, Media, and Entertainment markets.</li></ul>This article is sourced from an online content aggregator through publicly available sources and is displayed below for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Key points (machine generated)Haivision is a founder-led business valued low due to recent structural improvements and strategic acquisitions, with plans for double-digit revenue growth starting in 2026.The company secured an $82 million contract with the U.S. Navy, contributing to projected FY2024 revenue of $130 million and an enterprise value of $115 million.Haivision specializes in video networking and streaming solutions, generating 72% of revenue from hardware using the proprietary SRT protocol, and operates in Government &amp; Defense, Media, and Entertainment markets.This article is sourced from an online content aggregator through publicly available sources and is displayed below for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Haivision Systems Inc (HAI.) - Friday, Jun 6, 2025

Research from Atrium Research, Atrium Research Corporation

Atrium Research

Research from Atrium Research

Atrium Research Corporation

Atrium Research provides institutional quality issuer paid research on public equities in North America. Our investment philosophy takes a 3-5 year view on equities currently being overlooked by the market. Our research process emphasizes understanding the key performance metrics for each specific company, trustworthy management teams, unit economics, and an in-depth valuation analysis. 

Our research product includes in-depth initiation reports, research notes, thematic research pieces, and company fact sheets.

<ul><li>What you need to know: • Since our last note in September, there have been 11 new takeouts in Canadian small-caps.</li><li>This has accelerated in recent weeks with the acquisitions of Softchoice, Quisitive, and Carebook.</li><li>• Our potential takeouts portfolio is up 61% since inception (November 2023) and 13% since our last note, compared to the TSX up 28% and 9% respectively.</li></ul>

What you need to know: • Since our last note in September, there have been 11 new takeouts in Canadian small-caps.This has accelerated in recent weeks with the acquisitions of Softchoice, Quisitive, and Carebook.• Our potential takeouts portfolio is up 61% since inception (November 2023) and 13% since our last note, compared to the TSX up 28% and 9% respectively.

Finding the Next Takeout in Canadian Small-Caps - Part Four

<ul><li>Haivision Systems Inc. is a publicly traded company with a current stock price of CAD 4.20, but analysts believe it is worth at least CAD 7.60</li><li>The company has seen strong sales growth and high gross margins in recent years, and is debt-free</li><li>Haivision competes with larger companies like Evertz and EVS Broadcast Equipment in the video solutions market for live broadcasts, making it an attractive investment opportunity for smaller capital pools.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Haivision Systems Inc. is a publicly traded company with a current stock price of CAD 4.20, but analysts believe it is worth at least CAD 7.60The company has seen strong sales growth and high gross margins in recent years, and is debt-freeHaivision competes with larger companies like Evertz and EVS Broadcast Equipment in the video solutions market for live broadcasts, making it an attractive investment opportunity for smaller capital pools.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Haivision Systems Inc (HAI.) - Monday, Jul 22, 2024

<ul>
<li>Since our last note in May, there have been 10 additional takeouts in Canadian small-caps, most of which coming in a significant premiums.</li>
<li>The new acquisitions largely fit within the framework outlined in previous reports.</li>
<li>Our potential takeouts portfolio is up 43% since inception (November 2023) and 17% since our last note, compared to the TSX up 18% and 3% respectively.</li>
</ul>


Since our last note in May, there have been 10 additional takeouts in Canadian small-caps, most of which coming in a significant premiums.
The new acquisitions largely fit within the framework outlined in previous reports.
Our potential takeouts portfolio is up 43% since inception (November 2023) and 17% since our last note, compared to the TSX up 18% and 3% respectively.


Finding the Next Takeout in Canadian Small-Caps - Part Three

Canada

Haivision Systems Inc. provides video streaming software solutions. The Company offers video networking, digital signage, and internet protocol video distribution solutions. Haivision serves education, medical, government, military, enterprise, retail, sports, and entertainment markets worldwide.

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Haivision Systems (HAI CN)

Haivision Systems Inc (HAI.) - Friday, Jun 6, 2025

Haivision, a founder-led video networking firm, offers a compelling investment opportunity with low valuations, strong growth potential, and a key...

Value Investors Club (VIC)

Finding the Next Takeout in Canadian Small-Caps - Part Four

What you need to know: • Since our last note in September, there have been 11 new takeouts in Canadian small-caps. This has accelerated in recent...

Atrium Research

Haivision Systems Inc (HAI.) - Monday, Jul 22, 2024

Haivision Systems Inc. is a publicly traded company with a current stock price of CAD 4.20, but analysts believe it is worth at least CAD 7.60

Value Investors Club (VIC)

Finding the Next Takeout in Canadian Small-Caps - Part Three

Since our last note in May, there have been 10 additional takeouts in Canadian small-caps, most of which coming in a significant premiums.

Atrium Research

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