Added to YB: 2026-08-04
Pitch date: 2026-08-01
TVA-B.TO [neutral]
TVA Group Inc.
Author Info
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Company Info
TVA Group Inc. operates as a communications company in Canada. It operates through Broadcasting, Film Production & Audiovisual Services, Magazines, and Production & Distribution segments.
Market Cap
CAD 99.8M
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
0.97
P/E
2.05
EV/Sales
0.16
Sector
Media
Category
turnaround
One to hold, one to book - TVA Group
TVA-B.TO (exited position): Closed +35% in 25 days. Thesis: revenue-shrinks/EBITDA-inflects play as money-losing national French NHL sublicense rolled off 25/26. Q2 rev fell sharply YoY but adj EBITDA inflected positively (extending Q1). NHL overhang resolved—TVA keeps Canadiens games, old deal expires. Quebecor take-private optionality remains but longer-dated/speculative on a weak business.
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