Research from Atrium Research, Atrium Research Corporation

Atrium Research

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.

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.

Equity Bottom-Up

<ul>
<li>DF secured a five-year Québec energy contract for $35M-$40M annually, with a five-year extension option, totalling nearly $400M.</li>
<li>The deal diversifies revenue outside the U.S. and adds long-term, recurring income, reducing exposure to market cyclicality.</li>
<li>Q2 financials will be released in September, we are expecting revenue of $58.2M, 22% gross margin, and EBITDA of $10.0M.</li>
</ul>


DF secured a five-year Québec energy contract for $35M-$40M annually, with a five-year extension option, totalling nearly $400M.
The deal diversifies revenue outside the U.S. and adds long-term, recurring income, reducing exposure to market cyclicality.
Q2 financials will be released in September, we are expecting revenue of $58.2M, 22% gross margin, and EBITDA of $10.0M.


DRX: Signs Five-Year Contract for $35-40M Annually

ADF Group

DRX: Signs Five-Year Contract for $35-40M Annually