PesoRama still executing even with no headline news - IMO

u/Tasty_Pickle_3050 · Reddit — r/Baystreetbets · January 26, 2026 at 10:32 · ⬆ 9 pts · 💬 10 comments  | View on Reddit ↗
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Bullish thesis on PesoRama (TSXV: PESO) citing three new store openings, rapid cash-flow positivity, $11.8M equity financing, and improving gross margins.

PESO.V — LONG PesoRama opened three new stores between November 21 and year-end 2025, including its first entry into Puebla state, and the author expects these to become cash flow positive quickly, driving revenue growth in upcoming quarterly financials. The company completed $11.8 million in equity financings in late 2025, which the author says fully funds an accelerated store opening pace through 2026. Gross margins improved to 46.1% and total sales grew 23.6% year-over-year, which the author views as signs of a healthy business model. The main risk implied is the lack of recent newsflow, though the author frames this as a non-issue given operational execution.

PesoRama (TSXV: PESO) hasn’t had any recent newslfow but just a reminder that they opened 3 stores between November 21st and year end.

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u/Tasty_Pickle_3050 Reddit r/Baystreetbets
PesoRama store openings to drive revenue growth
PesoRama opened three new stores between November 21 and year-end 2025, including its first entry into Puebla state, and the author expects these to become cash flow positive quickly, driving revenue growth in upcoming quarterly financials. The company completed $11.8 million in equity financings in late 2025, which the author says fully funds an accelerated store opening pace through 2026. Gross margins improved to 46.1% and total sales grew 23.6% year-over-year, which the author views as signs of a healthy business model. The main risk implied is the lack of recent newsflow, though the author frames this as a non-issue given operational execution.
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This Reddit post, published January 26, 2026, features u/Tasty_Pickle_3050 discussing PESO.V. 1 trade idea extracted by AI with direction and confidence scoring.

Speakers: u/Tasty_Pickle_3050  · Tickers: PESO.V