Mark Binns retweeted
On Oct 15, CCDS-TSXV, Carrier Connect, said they found a 4 MW facility to lease on a 20 acre lan parcel near Atlanta Georgia for potential data center clients—and that the facility could take up to 10 MW.
Just a few days later, Oct 19, CEO Mark Binns said he has signed a new y--a contract over 5 years,
The stock is slowly starting to re-rate here—from a nice long tight base.
I’m going to do the back of the napkin math (because I’m long up the wazoo!!) on what this could potentially value the company at, IF THEY FILL ALL 10 MW capacity. Again—today they have 3 MW here.
The initial ACTUAL contract is only covering 3 MW, and that works out to an immediate CAD$17.8 M annualized run rate (US$1.05 million/CAD$1.48 million per month), starting Nov 1, next Monday. The 4th MW is coming very soon says the PR, and then annualized billings will be at CAD$23.7 million, or just a hair under $2M per month.
The only upfront payment is 4 months rent as they are just taking over a 15 year lease. Rent is U$282k/month for the entire facility and they generate U$250k/month/MW in revenue. They were competing against 4 hyperscalers and won because they big boys needed minimum 10MW now.
CCDS is already in contact with the utility and got them to bump their power from 3MW to 4MW immediately. The utility has indicated they can go to 10MW once they prove they can fill 4MW.
Here’s what the numbers look like—with the Georgia facility FULL:
At 10MW capacity this will do U$2.5M/month in revenue with 60-70% gross margins and 25-30% EBITDA margins.
So that’s US$30M revenue (CAD$42M) with U$7.5M-9M (CAD$10.5 M – 12.6 M) in EBITDA.
I’ll conservatively add 3 MW existing business, which is CAD $4.2 M revenue and midpoint of roughly CAD$1.15 M EBITDA—making a combined grand total CAD$12.65 M in EBITDA at the midpoint of the range.
If there is 35 M shares out, that’s 36 cents a share EBITDA once the now empty 6 MW extra capacity is filled. Give it a 15x multiple (at most for now) and we get a potential valuation $5.40. And of course, if Binns can convince the Street that more deals are coming, then that will go up.
A 10x multiple = $3.60/share. Today it’s $1.47—and honestly it’s fairly valued by what they have TODAY. The stock is not cheap TODAY. Binns has to fill the building for any of these valuation numbers to be worth anything. But he got his first client pretty quick.
The last financing price of $1.60 will surely be some technical resistance for the stock—as there was a half warrant put on that.
Just a few days later, Oct 19, CEO Mark Binns said he has signed a new y--a contract over 5 years,
The stock is slowly starting to re-rate here—from a nice long tight base.
I’m going to do the back of the napkin math (because I’m long up the wazoo!!) on what this could potentially value the company at, IF THEY FILL ALL 10 MW capacity. Again—today they have 3 MW here.
The initial ACTUAL contract is only covering 3 MW, and that works out to an immediate CAD$17.8 M annualized run rate (US$1.05 million/CAD$1.48 million per month), starting Nov 1, next Monday. The 4th MW is coming very soon says the PR, and then annualized billings will be at CAD$23.7 million, or just a hair under $2M per month.
The only upfront payment is 4 months rent as they are just taking over a 15 year lease. Rent is U$282k/month for the entire facility and they generate U$250k/month/MW in revenue. They were competing against 4 hyperscalers and won because they big boys needed minimum 10MW now.
CCDS is already in contact with the utility and got them to bump their power from 3MW to 4MW immediately. The utility has indicated they can go to 10MW once they prove they can fill 4MW.
Here’s what the numbers look like—with the Georgia facility FULL:
At 10MW capacity this will do U$2.5M/month in revenue with 60-70% gross margins and 25-30% EBITDA margins.
So that’s US$30M revenue (CAD$42M) with U$7.5M-9M (CAD$10.5 M – 12.6 M) in EBITDA.
I’ll conservatively add 3 MW existing business, which is CAD $4.2 M revenue and midpoint of roughly CAD$1.15 M EBITDA—making a combined grand total CAD$12.65 M in EBITDA at the midpoint of the range.
If there is 35 M shares out, that’s 36 cents a share EBITDA once the now empty 6 MW extra capacity is filled. Give it a 15x multiple (at most for now) and we get a potential valuation $5.40. And of course, if Binns can convince the Street that more deals are coming, then that will go up.
A 10x multiple = $3.60/share. Today it’s $1.47—and honestly it’s fairly valued by what they have TODAY. The stock is not cheap TODAY. Binns has to fill the building for any of these valuation numbers to be worth anything. But he got his first client pretty quick.
The last financing price of $1.60 will surely be some technical resistance for the stock—as there was a half warrant put on that.
0
4
11
1,491
Mark Binns retweeted
New interview from the 2026 Cantech Investment Conference.
Carrier Connect Data Solutions CEO Mark Binns sat down with Amber Mac to discuss the company’s growth from a small Vancouver data center operation to a portfolio of six facilities across Canada, the U.S. and Australia, plus where Carrier plans to go next.
Mark also discusses the company’s M&A-driven growth strategy and its goal of reaching 15 data centers by the end of 2027.
Watch the full interview:
youtube.com/watch?v=IDx4_V…
$CCDS $CCDSF
#DataCenters #AIInfrastructure #Cantech2026
Carrier Connect Data Solutions CEO Mark Binns sat down with Amber Mac to discuss the company’s growth from a small Vancouver data center operation to a portfolio of six facilities across Canada, the U.S. and Australia, plus where Carrier plans to go next.
Mark also discusses the company’s M&A-driven growth strategy and its goal of reaching 15 data centers by the end of 2027.
Watch the full interview:
youtube.com/watch?v=IDx4_V…
$CCDS $CCDSF
#DataCenters #AIInfrastructure #Cantech2026
0
4
12
3,671
Mark Binns retweeted
Live from the Bahamas 🇧🇸
Carrier Connect Data Solutions CEO Mark Binns is presenting at the Centurion One Capital 4th Annual Bahamas Summit at Rosewood Baha Mar in Nassau.
Mark is sharing the Carrier Connect story with investors, highlighting the Company’s growth, data center ies ahead.
A few moments from today’s presentation 📸
$CCDS.V $CCDSF
Carrier Connect Data Solutions CEO Mark Binns is presenting at the Centurion One Capital 4th Annual Bahamas Summit at Rosewood Baha Mar in Nassau.
Mark is sharing the Carrier Connect story with investors, highlighting the Company’s growth, data center ies ahead.
A few moments from today’s presentation 📸
$CCDS.V $CCDSF
0
2
14
1,377
Mark Binns retweeted
Press Release: @CarrierCDS | $CCDS.V $CCDSF
Carrier Connect secures a CAD $88.9M, five-year data center contract, adding a new facility for Atlanta
Key Highlights:
• $17.8M initial annualized billings
• $23.7M+ potential at full deployment
• 25–30% target EBITDA margins
• mand LOI contracted
Press Release Link: tinyurl.com/58sdy7ks
Carrier Connect secures a CAD $88.9M, five-year data center contract, adding a new facility for Atlanta
Key Highlights:
• $17.8M initial annualized billings
• $23.7M+ potential at full deployment
• 25–30% target EBITDA margins
• mand LOI contracted
Press Release Link: tinyurl.com/58sdy7ks
1
3
11
525
Mark Binns retweeted
Atlanta, here we come. 🇺🇸
Carrier Connect Data Solutions has added a 4MW data center in Alpharetta, Georgia to its portfolio, expanding total power capacity under management from 7.7MW to 11.7MW.
The fully built-out facility establishes a new presence for Carrier in the Atlanta is ready for customer deployment.
Read the full announcement: newsfilecorp.com/release/319115
$CCDS $CCDSF
#DataCenter #SmallCap #AIInfrastructure
Carrier Connect Data Solutions has added a 4MW data center in Alpharetta, Georgia to its portfolio, expanding total power capacity under management from 7.7MW to 11.7MW.
The fully built-out facility establishes a new presence for Carrier in the Atlanta is ready for customer deployment.
Read the full announcement: newsfilecorp.com/release/319115
$CCDS $CCDSF
#DataCenter #SmallCap #AIInfrastructure
0
7
13
1,131
Mark Binns retweeted
📈 $CCDS.V | @CarrierCDS
Volume picking up as $CCDS continues to tighten within a multi-month pennant formation.
📊 Stock is up 5% with over 110K shares traded since market open. Last Print: C$1.25/share
Potential catalyst ahead: Conversion of its 25MW AI computing LOI, ely C$95M in potential annual recurring revenue at full deployment, into binding purchase orders.
#AI #DataCenters #CCDS
Volume picking up as $CCDS continues to tighten within a multi-month pennant formation.
📊 Stock is up 5% with over 110K shares traded since market open. Last Print: C$1.25/share
Potential catalyst ahead: Conversion of its 25MW AI computing LOI, ely C$95M in potential annual recurring revenue at full deployment, into binding purchase orders.
#AI #DataCenters #CCDS
0
4
14
1,177
Mark Binns retweeted
MORE CONFERENCE!🚨
Carrier Connect Data Solutions Inc. (OTCQB: $CCDSF | TSXV: $CCDS) will be presenting at the Cantech Investment Conference 2026 on October 8 in Toronto.
📍 Arcadian Loft, Toronto
📅 October 8, 2026
Join us alongside leading Canadian technology companies, investors and innovators.
Learn more & register:
conference.cantechletter.com/sign-up/
@CantechLetter
Carrier Connect Data Solutions Inc. (OTCQB: $CCDSF | TSXV: $CCDS) will be presenting at the Cantech Investment Conference 2026 on October 8 in Toronto.
📍 Arcadian Loft, Toronto
📅 October 8, 2026
Join us alongside leading Canadian technology companies, investors and innovators.
Learn more & register:
conference.cantechletter.com/sign-up/
@CantechLetter
0
2
11
1,536
Mark Binns retweeted
CONFERENCE ALERT 🚨
Join us October 1st for the AI & Tech Virtual Investor Conference. Carrier Connect Data Solutions Inc. (OTCQB: $CCDSF | TSXV: CCDS) will be presenting on Oct 1 at 1:00 PM ET.
Register FREE: virtualinvestorconferences.com/wcc/eh/4814904…
@RIConferences @OTCMarkets
#VirtualInvestorConference #VirtualInvestorEvent
Join us October 1st for the AI & Tech Virtual Investor Conference. Carrier Connect Data Solutions Inc. (OTCQB: $CCDSF | TSXV: CCDS) will be presenting on Oct 1 at 1:00 PM ET.
Register FREE: virtualinvestorconferences.com/wcc/eh/4814904…
@RIConferences @OTCMarkets
#VirtualInvestorConference #VirtualInvestorEvent
1
5
10
1,539
Mark Binns retweeted
Join us tomorrow!
Carrier Connect Data Solutions CEO Mark Binns will be presenting at Singular Research's Autumn Equinox: Compelling Values Webinar.
🗓️September 24
🕧12:30 PM PT
💻Watch live online
Register here: register.gotowebinar.com/register/51174…
$CCDS $CCDSF #DataCenters
Carrier Connect Data Solutions CEO Mark Binns will be presenting at Singular Research's Autumn Equinox: Compelling Values Webinar.
🗓️September 24
🕧12:30 PM PT
💻Watch live online
Register here: register.gotowebinar.com/register/51174…
$CCDS $CCDSF #DataCenters
1
6
13
599
Mark Binns retweeted
Next stop: The Bahamas 🇧🇸
Carrier Connect CEO Mark Binns will present at the Centurion One Capital Bahamas Summit on Oct. 20–21, alongside investor meetings and a panel discussion.
Coming off the Rochester Colo acquisition, Carrier is continuing to build out its international data center strategy.
$CCDS $CCDSF
Read more: newsfilecorp.com/release/315337
Carrier Connect CEO Mark Binns will present at the Centurion One Capital Bahamas Summit on Oct. 20–21, alongside investor meetings and a panel discussion.
Coming off the Rochester Colo acquisition, Carrier is continuing to build out its international data center strategy.
$CCDS $CCDSF
Read more: newsfilecorp.com/release/315337
0
6
11
1,737
Mark Binns retweeted
📈 Shares of @CarrierCDS $CCDS.V $CCDSF +16% over the last 5 trading days. 🚨Last Print: $1.34 CAD
Momentum appears to be building as the stock pushes back toward key moving averages on stronger volume, while the trading range continues to tighten.
The market may also be eciate the scale of Carrier Connect’s recently announced 25 MW AI compute LOI, representing approximately C$95M in potential annual recurring revenue.
For context:
⚡ ~C$95M potential ARR from the 25 MW LOI
🏢 ~C$5–6M existing ARR
🎯 ~C$10M ARR targeted by year-end 2026
📊 ~C$43M current market cap
📈 Insiders have also been buying shares in the open market
The potential C$95M ARR opportunity alone is more than 2x the company’s current market cap.
An interesting setup for a small-cap AI/data centre infrastructure story as execution continues.
$CCDS $CCDSF #AIInfrastructure #DataCenters #SmallCaps
Momentum appears to be building as the stock pushes back toward key moving averages on stronger volume, while the trading range continues to tighten.
The market may also be eciate the scale of Carrier Connect’s recently announced 25 MW AI compute LOI, representing approximately C$95M in potential annual recurring revenue.
For context:
⚡ ~C$95M potential ARR from the 25 MW LOI
🏢 ~C$5–6M existing ARR
🎯 ~C$10M ARR targeted by year-end 2026
📊 ~C$43M current market cap
📈 Insiders have also been buying shares in the open market
The potential C$95M ARR opportunity alone is more than 2x the company’s current market cap.
An interesting setup for a small-cap AI/data centre infrastructure story as execution continues.
$CCDS $CCDSF #AIInfrastructure #DataCenters #SmallCaps
Press Release: @CarrierCDS | $CCDS.V $CCDSF
Carrier Connect has officially completed the acquisition of Rochester COLO, adding its first U.S. data center to its growing platform.
Highlights:
✅ First U.S. data center acquisition completed
✅ Launch of PureColo USA
✅ Expands , U.S. & Australia
✅ Continues executing its Tier II/III data center roll-up strategy
Read more: tinyurl.com/5t59umez
#AIInfrastructure #DataCenters #Colocation #MicroCap
2
6
10
1,687
Mark Binns retweeted
Acquisition Complete. ✅
$CCDS.V has completed the acquisition of Rochester Colo LLC, marking our first US data center and the establishment of PureColo USA, our wholly owned US subsidiary.
6 facilities. 3 countries. Canada, Australia, and now the United States.
The roll-up continues. 🇨🇦 🇦🇺 🇺🇸
Full details on TheNewswire 👇
$CCDSF #TSXV #DataCenter #SmallCap
$CCDS.V has completed the acquisition of Rochester Colo LLC, marking our first US data center and the establishment of PureColo USA, our wholly owned US subsidiary.
6 facilities. 3 countries. Canada, Australia, and now the United States.
The roll-up continues. 🇨🇦 🇦🇺 🇺🇸
Full details on TheNewswire 👇
$CCDSF #TSXV #DataCenter #SmallCap
1
4
15
1,423
Mark Binns retweeted
Someone asked me recently, outside of your own companies Streamex and Nexgold. What else would you put money into, I said this is not financial advice but I look for value in areas that are not fully understood yet. While large data centers may be an easy thing to understand, there is a company that is strategically wrapping up small data centers. They are nimble and able to compete, 10m in cash and 5m rev moving up from there. They have significant demand and keep quietly closing deals. I love it because it’s a venture company and if and when it was up listed to Nasdaq it should trade and a massive premium, but more so the team keeps relentlessly executing. $CCDS.V is the ticker! Entry was below 1.15
I keep buying as they have a scale and trajectory that is understated by the market currently, and honestly just good people!
The next one is a stock with the ticker $PAIN.V Yes ticker first because well, it’s a great ticker. These guys are the leading peptide company listed and are revenue generating with a significant bump coming which has been announced and not understood by the market yet. Entry was in the financing and then bought a large tranche at $1.55. Rev generating and will scale quickly according to their most recent prs
Diversification is key, I am fully deployed into Streamex and Nexgold but these two other positions are my two bets that I am not an insider of, as you noticed my heaviest positions are ones that I have founded or are directly involved with. Being in the public markets its always good to be made aware of these other opportunities!
This is not financial advice but a snap shot of a question that was asked of me. I am extremely bullish on $STEX and $NEXG.V as those are my anchor positions but these other ones have a high return probability as well.
I keep buying as they have a scale and trajectory that is understated by the market currently, and honestly just good people!
The next one is a stock with the ticker $PAIN.V Yes ticker first because well, it’s a great ticker. These guys are the leading peptide company listed and are revenue generating with a significant bump coming which has been announced and not understood by the market yet. Entry was in the financing and then bought a large tranche at $1.55. Rev generating and will scale quickly according to their most recent prs
Diversification is key, I am fully deployed into Streamex and Nexgold but these two other positions are my two bets that I am not an insider of, as you noticed my heaviest positions are ones that I have founded or are directly involved with. Being in the public markets its always good to be made aware of these other opportunities!
This is not financial advice but a snap shot of a question that was asked of me. I am extremely bullish on $STEX and $NEXG.V as those are my anchor positions but these other ones have a high return probability as well.
5
4
14
1,518
Want to stay up to date on CCDS news? Join our investor newsletter list here.
preview.mailerlite.io/forms/1364454/…
preview.mailerlite.io/forms/1364454/…
1
0
1
285
Mark Binns retweeted
➡️ Disseminated on behalf of: Carrier Connect Data Solutions Inc.
__
Is the smarter AI bet on the infrastructure behind it?
@CarrierCDS (TSXV: $CCDS | OTCQB: $CCDSF | FSE: F5Z0 | WKN: A40XB1) is building a public platform of existing data centre assets as AI, cloud, and connectivity demand reshape digital infrastructure.
Here’s what investors should know:
• Carrier Connect’s model focuses on buying existing data centres, giving it access to paying customers, operating infrastructure, and growth potential without the long timelines of building from scratch.
• The company has built a portfolio of five data centres across Vancouver, Perth, Ottawa, and Saint John in about a year, with its first U.S. acquisition in Rochester, New York, being finalized.
• Annualized recurring revenue sits near C$5 million today and is expected to move toward C$6 million once Rochester closes, with management targeting roughly C$10 million by the end of 2026.
Read the full @Barchart feature to learn how Carrier Connect is scaling its data centre footprint as demand for AI compute continues to climb.
barchart.com/story/news/305…
__
Is the smarter AI bet on the infrastructure behind it?
@CarrierCDS (TSXV: $CCDS | OTCQB: $CCDSF | FSE: F5Z0 | WKN: A40XB1) is building a public platform of existing data centre assets as AI, cloud, and connectivity demand reshape digital infrastructure.
Here’s what investors should know:
• Carrier Connect’s model focuses on buying existing data centres, giving it access to paying customers, operating infrastructure, and growth potential without the long timelines of building from scratch.
• The company has built a portfolio of five data centres across Vancouver, Perth, Ottawa, and Saint John in about a year, with its first U.S. acquisition in Rochester, New York, being finalized.
• Annualized recurring revenue sits near C$5 million today and is expected to move toward C$6 million once Rochester closes, with management targeting roughly C$10 million by the end of 2026.
Read the full @Barchart feature to learn how Carrier Connect is scaling its data centre footprint as demand for AI compute continues to climb.
barchart.com/story/news/305…
2
2
11
522
Mark Binns retweeted
$CCDS.V and PureColo just partnered with Radian Arc, a Submer Group company.
Radian Arc will deploy GPU edge infrastructure across North America for cloud gaming and sovereign AI workloads, hosted inside PureColo's high-performance data center facilities.
A compelling new partner with a strong demand backlog behind them.
Full details on TheNewswire 👇
thenewswire.com/press-releases…
$CCDSF #DataCenter #AIInfrastructure
Radian Arc will deploy GPU edge infrastructure across North America for cloud gaming and sovereign AI workloads, hosted inside PureColo's high-performance data center facilities.
A compelling new partner with a strong demand backlog behind them.
Full details on TheNewswire 👇
thenewswire.com/press-releases…
$CCDSF #DataCenter #AIInfrastructure
0
4
20
517
Definitive Agreement Signed ✅
$CCDS.V just signed a definitive agreement to acquire Rochester Colo LLC, marking our entry into the US market. 🇺🇸
Rochester Colo is a carrier-neutral, enterprise-class facility in upstate New York generating ~CAD $885K in annual recurring revenue — with 60%+ capacity still available.
Upon closing, that would bring the total to 6 facilities across 3 countries.
Full details on Newsfile 👇 via @newsfile_corp
newsfilecorp.com/release/300657…
$CCDSF #TSXV #DataCenter
1
0
16
505