What specific information or guidance does management plan to share during the Midwest IDEAS Investor Conference?

Management’s Planned Disclosure at the Midwest IDEAS Investor Conference

Thunderbird Entertainment’s senior team will present a corporate‑level overview and hold one‑to‑one (1x1) meetings with analysts and investors on August 27, 2025. The agenda is expected to focus on:

1. Recent financial results and balance‑sheet health – a recap of the latest quarterly earnings, cash‑flow generation, and capital‑allocation priorities (e.g., content‑production pipelines, rights‑monetisation, and potential M&A activity).
   
2. Strategic growth initiatives – updates on the company’s multi‑platform expansion, new distribution agreements in the U.S. and Canada, and the rollout of proprietary IP‑management tools that could lift margins and diversify revenue streams.
   
3. Guidance for FY 2025‑2026 – forward‑looking guidance on revenue growth, EBITDA conversion, and expected spend on original programming, together with the outlook for the 2025‑2026 content slate and any anticipated macro‑driven headwinds (e.g., advertising‑budget cycles, streaming‑platform competition).
   

Trading Implications

• Short‑term catalyst: The conference is a near‑term catalyst; any upward‑revision to revenue or EBITDA guidance, or the unveiling of new licensing deals, could trigger a buy‑side rally in TBRD shares, especially if the guidance exceeds consensus expectations.
  
• Technical context: TBRD has been trading in a tight range around the $0.85‑$0.95 level on the TSX, with the 20‑day moving average near $0.88. A bullish guidance bump could break the upper trend‑line and push the price toward the next resistance at $1.00. Conversely, a muted or down‑beat outlook may see the stock test the lower trend‑line near $0.80.
  
• Fundamental positioning: Analysts will likely re‑price the stock based on the disclosed pipeline and margin‑improvement metrics. If management signals a higher‑margin, rights‑driven growth model (e.g., increased royalty yields, lower production cost per episode), the fundamental upside could justify a mid‑term target of $1.10–$1.15, assuming the company sustains its multi‑platform distribution advantage.

Actionable take‑away: Keep a tight watch on the conference transcript for any forward‑looking guidance upgrades or new partnership announcements. A positive surprise—especially a lift in 2025‑2026 revenue or EBITDA guidance—warrants a short‑term entry with a target near $1.00, while a neutral or down‑beat outlook suggests staying on the sidelines or tightening stops around $0.85.