Computer Modelling Group Ltd (CMG.) - Friday, Jun 13, 2025

Equity Bottom-Up

220 Views15 Sep 2025 06:50

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Value Investors Club (VIC)

SUMMARY

Key points (machine generated)

CMG specializes in unconventional reservoir simulation software for oil and gas, with a CAD570 million market cap and 65-70% recurring revenue.
The company is transforming into a commercially-focused entity, influenced by major shareholder Edgepoint Investment Group and Constellation Software's heritage.
Recent acquisitions have diversified CMG's offerings and increased revenue past CAD100 million, but the company faced a 45% stock value drop in FY2025 due to declining oil prices.

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.

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