BDGI
BADGER INFRASTRUCTURE SOLUTIONS LTD
stock TSE

HPS hit +23% in four days of initiation. Stack is up 50%+ from January. Zedcor Q4 just confirmed everything I wrote in February. BQE Water results drop Wednesday and I'm on the investor Q&A call with management directly.
Three more names I think are being completely ignored right now:
**Revival Gold (RVG)** — their own PEA was written at $2,175 gold. Spot is $3,200. The after-tax NPV at $3,000 gold is $752M USD. Market cap is $218M CAD. They just drilled 2.8 g/t over 74 metres this week and nobody's talking about it.
**TerraVest (TVK)** — printed a 167% earnings beat in February. Stock dropped 9% because revenue missed by 7%. Market ignored the beat entirely. Five analysts, all Buy, consensus $182 vs current $126.
**Badger (BDGI)** — largest hydrovac fleet in North America, record revenue last quarter, stock down on a mix issue not a structural problem. Q1 results April 30th. Canada just committed $180B in infrastructure spending.
Full breakdown with price targets and what I'm specifically watching on each is [here](https://open.substack.com/pub/yonatanbrunshtein/p/tva-coverage-update-april-2026-whats?r=7bn5e2&utm_campaign=post&utm_medium=web)

HPS hit +23% in four days of initiation. Stack is up 50%+ from January. Zedcor Q4 just confirmed everything I wrote in February. BQE Water results drop Wednesday and I'm on the investor Q&A call with management directly.
Three more names I think are being completely ignored right now:
**Revival Gold (RVG)** — their own PEA was written at $2,175 gold. Spot is $3,200. The after-tax NPV at $3,000 gold is $752M USD. Market cap is $218M CAD. They just drilled 2.8 g/t over 74 metres this week and nobody's talking about it.
**TerraVest (TVK)** — printed a 167% earnings beat in February. Stock dropped 9% because revenue missed by 7%. Market ignored the beat entirely. Five analysts, all Buy, consensus $182 vs current $126.
**Badger (BDGI)** — largest hydrovac fleet in North America, record revenue last quarter, stock down on a mix issue not a structural problem. Q1 results April 30th. Canada just committed $180B in infrastructure spending.
Full breakdown with price targets and what I'm specifically watching on each is [here](https://open.substack.com/pub/yonatanbrunshtein/p/tva-coverage-update-april-2026-whats?r=7bn5e2&utm_campaign=post&utm_medium=web)