sginvest Posted December 28, 2020 Share Posted December 28, 2020 Thanks Liberty and everyone else. I have US based Schwab and TD Ameritrade but have not received my shares yet. Will report back if/when they add it. Newbie here. I'm a US holder, and I have CNSWF shares. Will I still get the Topicus shares? The OTC website shows the special dividend but I just want to be sure as I haven't been through this situation before. https://www.otcmarkets.com/stock/CNSWF/security I'm also feeling a little pissed as I will lose 0.85 worth of fractional shares in one account. I didn't realize today was the ex-dividend date or else would have purchased another share to round it off better. I own the Canadian version, so not 100% sure, but what I've heard from Americans who have owned OTC stuff in the past is that it may take a while to show up in your account, and you may even have to contact your broker to make sure it happens, but you have a right to it and it should be there eventually. Link to comment Share on other sites More sharing options...
ValueMaven Posted January 1, 2021 Share Posted January 1, 2021 Hi - New to this name - have a lot of work to do here....but just for my own interest - as a US Investor - what is the ideal way to invest in CSU? Assume taxable account...if you buy CNSWF is that treated any differently then the shares on the TSX via spinoffs etc. Thank you Link to comment Share on other sites More sharing options...
Xerxes Posted January 4, 2021 Share Posted January 4, 2021 Anybody aware of a recent interview that Mr Leonard did ? i heard a comment on Acquirer Podcast about a recent interview, he did, but couldnt find it online Link to comment Share on other sites More sharing options...
thowed Posted January 4, 2021 Share Posted January 4, 2021 Anybody aware of a recent interview that Mr Leonard did ? i heard a comment on Acquirer Podcast about a recent interview, he did, but couldnt find it online I'm pretty sure this was the one that got taken down quickly (I don't know why) - and everyone is after it! Someone on the board might have a recording of it?? He speaks so rarely I can't imagine there's been another one. Link to comment Share on other sites More sharing options...
Liberty Posted January 4, 2021 Author Share Posted January 4, 2021 I think the confusion was that he thought the interview would be used just internally at Harris but it was available publicly for a while. Link to comment Share on other sites More sharing options...
sane Posted January 5, 2021 Share Posted January 5, 2021 Trading of the Spin-Out Shares on the TSX Venture Exchange is expected to begin on or about February 1, 2021. https://www.csisoftware.com/category/press-releases/2021/01/05/constellation-software-inc.-completes-spin-out-of-topicus.com-inc Link to comment Share on other sites More sharing options...
Liberty Posted January 5, 2021 Author Share Posted January 5, 2021 New topicus website (new combined entity) https://topicus.com/ Link to comment Share on other sites More sharing options...
gary17 Posted January 5, 2021 Share Posted January 5, 2021 i like the black and white :) if i put 35x earnings stock is $60! anyway... dreaming is free :) Link to comment Share on other sites More sharing options...
Liberty Posted January 7, 2021 Author Share Posted January 7, 2021 Jonas acquired Bluestar Software Limited (U.K.) "a leading solutions provider to Police Forces and related agencies" "Where it has been introduced, it has helped reduce crime by 13.3% in its first year." Founded in 1998 40,000 users 18 employees No debt, profitable Also at Volaris: AssetWorks (Volaris) acquired the assets of Oasys LLC (U.S.) "Since 1999, Oasys has provided Special Education Software for K-12 school districts." 9 employees Follows AssetWorks' acquisition of Go Solutions Group announced Nov 19. h/t @pearnick Link to comment Share on other sites More sharing options...
Liberty Posted January 11, 2021 Author Share Posted January 11, 2021 "TSS acquired Datamed (Switzerland) "mission-critical solutions for hospital and private laboratories, covering the main laboratory disciplines, including clinical chemistry, hematology, hemostasis,..." "many customers present for over twenty years" Founded in 1982 18 employees" also: FOG acquired FACTON (Germany) "specializing in enterprise-wide product costing solutions for the manufacturing industry." "leading EPC solution for many of the Fortune Global 100 manufacturers and their suppliers." Founded in 1998 51 employees also: acQuire acquired EnviroSys from SRA Information Technology Pty (Australia) "an environmental compliance management and monitoring software product" "strengthens acQuire’s competitive edge and position as an industry leader in geoscientific information management solutions" h/t @pearnick Link to comment Share on other sites More sharing options...
Liberty Posted January 14, 2021 Author Share Posted January 14, 2021 "Volaris acquired Across Systems GmbH (Germany) "a market-leading software platform for all corporate language resources and translation processes." Founded in 2004 55 employees" also: Volaris acquired Macos Software AG (Switzerland) "software for occupational pension funds in Switzerland." "provides pension plans to more than 130k insured persons" Founded in 1980 Another one at Harris: "Harris' 150th acquisition: Eagle Advantage Solutions (U.S.) "law enforcement software" "internal standards that far exceed our competition, which results in the best service and support in the industry." Founded in 1998 Serving 200+ government agencies 13 employees" h/t @pearnick Link to comment Share on other sites More sharing options...
Liberty Posted January 25, 2021 Author Share Posted January 25, 2021 New one at Vela: https://im-mining.com/2021/01/23/centric-mining-systems-acquired-datamine/ Link to comment Share on other sites More sharing options...
Liberty Posted February 2, 2021 Author Share Posted February 2, 2021 Topicus started trading today. Also: "Volaris acquired ConWX ApS (Denmark) "a range of advanced weather and energy forecasting services, especially for wind and solar power energy providers." "forecasted more than 30k facilities in +50 countries with an installed capacity of +116 GW of wind and solar" 18 employees" h/t @pearnick Link to comment Share on other sites More sharing options...
villainx Posted February 3, 2021 Share Posted February 3, 2021 Anyone can share opinion on Topicus? Not sure about it's business prospects, and not sure what to do with the few shares I have? Link to comment Share on other sites More sharing options...
chrispy Posted February 3, 2021 Share Posted February 3, 2021 I need to look into my abilities to buy/Sell Topicus with Fidelity and Vanguard Link to comment Share on other sites More sharing options...
KCLarkin Posted February 3, 2021 Share Posted February 3, 2021 I created a new thread for Topicus here: https://www.cornerofberkshireandfairfax.ca/forum/investment-ideas/toi-v-topicus-com/ Link to comment Share on other sites More sharing options...
Liberty Posted February 5, 2021 Author Share Posted February 5, 2021 Dutch feature on Topicus (can translate with google translate): https://www.destentor.nl/lochem/voor-de-oprichters-van-het-deventer-topicus-rinkelt-nu-de-kassa~a5dc4d2a/ Link to comment Share on other sites More sharing options...
Liberty Posted February 6, 2021 Author Share Posted February 6, 2021 Jonas acquired C-SAM Ltd (UK) “an industry leader and innovator in specialist asset management solutions for the international oil and gas and marine industries.” Founded in 2000 100+ clients 500,000+ Assets Tracked 25+ Countries 19 employees h/t @pearnick Link to comment Share on other sites More sharing options...
Liberty Posted February 8, 2021 Author Share Posted February 8, 2021 Volaris acquired SoftChalk LLC (U.S.) "a provider of educational content authoring software" "The SoftChalk platform enables instructors to develop custom course materials and deliver interactive content to students." Founded in 2002 24 employees (Zoominfo) h/t @pearnick & @adrivalue Link to comment Share on other sites More sharing options...
Liberty Posted February 10, 2021 Author Share Posted February 10, 2021 https://www.globenewswire.com/news-release/2021/02/10/2173606/0/en/Constellation-Software-Inc-and-Topicus-Com-Inc-Announce-Results-for-the-TSS-Operating-Group-for-the-Fourth-Quarter-Ended-and-Year-Ended-December-31-2020.html Link to comment Share on other sites More sharing options...
Liberty Posted February 12, 2021 Author Share Posted February 12, 2021 Q4 results are out: https://www.csisoftware.com/docs/default-source/investor-relations/statutory-filings/csi---press-release-q4-2020---final.pdf https://www.csisoftware.com/docs/default-source/investor-relations/statutory-filings/q4-2020-shareholder-report.pdf Dat 28.1% FCF margin. Though depressed expenses because of the pandemic and govt grants helped. But still, better than the alternative of seeing margins fall during tough years.. Reminder that Topicus wasn't a full-spin: Cash pile, with and ex-TSS: Income statement with and ex-TSS: width=800http://]https://pbs.twimg.com/media/EuD4CLyWgAEAbe1?format=jpg&name=large[/img] Link to comment Share on other sites More sharing options...
gary17 Posted February 12, 2021 Share Posted February 12, 2021 nice quarter beat RBC estimates. (not that in matters, i know) Link to comment Share on other sites More sharing options...
coc Posted February 12, 2021 Share Posted February 12, 2021 What a machine. After all of this time, all the deals etc., I'm still surprised at how small of a business CSU is at $4 billion. Link to comment Share on other sites More sharing options...
Liberty Posted February 15, 2021 Author Share Posted February 15, 2021 I wrote a little about Q4 here: https://libertyrpf.substack.com/p/91-constellation-software-q4-qualcomm#:~:text=A%20number%20of%20acquisitions Link to comment Share on other sites More sharing options...
Liberty Posted February 16, 2021 Author Share Posted February 16, 2021 https://www.csisoftware.com/docs/default-source/press-releases/letter-to-shareholders---february-15-2021.pdf Wow! New letter. Last one was in 2017 I think. Link to comment Share on other sites More sharing options...
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