Tantalus Systems: A High-Growth Smart Grid Play Trading At A Discount

2026-06-20 02:13:39 ET

Investment Thesis: The Future Is Bright And Tantalizing

Having shot up over 160% within the last year, I believe that Tantalus Systems Holding Inc. (GRID:CA) is beginning to be a recognized value in the market. It is my informed opinion that GRID is a Buy . Let me explain in a concise manner my reasoning. North American utilities have been under a lot of recent pressure to upgrade due to failing to modernize their infrastructure since the 1970" s, this is especially true of small local power co-ops. This is where Tantalus is uniquely poised to make an impact since its hardware is specifically aimed at just this target area, which is commonly neglected by the tech giants. Therefore, sales are growing fast at 22% per annum , and its cash reserves are in the positive. Also recently, a syndicate led by ATB Cormark Capital Markets bought up a huge block of shares in February 2026 , leaving the company awash in cash, $25 million worth after all debts are factored in. Tantalus trades at 3× the company's total value against next year's projected sales, which makes this stock look like a wonderful pick. In fact, I believe you will regret not snatching up as much as possible....

Read the full article on Seeking Alpha

For further details see: