u/21SavagefromUK

Been looking into $KXS for the past while and finally made a modest position (50 shares @ $139).

They’re an Ottawa-based software company that helps big companies run their supply chains. Covid and now tariffs / economic protectionism has accelerated importance of supply chain resilience.

Summary of their earnings (on behalf of Claude)

- Revenue up 25% year-over-year to $165.6M
- SaaS revenue up 21% (this is the recurring stuff that compounds)
- Adjusted EBITDA up 62%, with margins expanding from 25% to 32%
- ARR (annual recurring revenue) hit $447M, growing 20%
- Cash flow nearly doubled

Was up at $212 ATH and now is sitting around $142, I think it’s a slow burn but I believe in the company. Not financial advice.