What is great about TRKA

• specialized in offering unique branding, marketing, research, and data science solutions
• Working/worked with the most well-known brands in the world
• Huge presence within the close circle of big companies
• Experienced management
• Currently extremely undervalued currently
• Latest press release came out 24/02/2022

But who are they?

Troika Media Group is a global brand image and marketing consultancy firm. They specialize in offering unique branding, marketing, research, and data science solutions helping organizations achieve performance objectives and create lasting impacts in today’s consumer first marketplace. With the simple goal of helping their clients cultivate lasting emotional connections through their brand, Troika is combining

• Cutting edge data analytics
• new revolutionary technology such as NFT’s (non-fungible tokens)
• The ingenuity from marketing professionals
• to make innovative marketing campaigns and brand image strategies

to make innovative marketing campaigns and brand image strategies for their clients. The other area for growth is leveraging new ways for clients to connect and interact with their customers or audience base. In this regard, Troika is moving fast. Blockchains, crypto’s, NFT’s, and even the metaverse is providing massive market opportunities for companies to communicate, connect, market, and relate with their audience.

The company operates through their different subsidiaries, Troika, Mission, Troika Labs, and Troika.io and have offices across America, as well as London.

Robert B Machinist

Troika is being led by Robert B. Machinist, who is currently the Chairman and CEO of the company. Mr. Machinist has held many different C-suite level positions in his lifetime and brings extensive experience in investment banking and M&A. Prior to his time at Troika he took a variation of professions:

• Vice Chairman of Pyrolyx A.G.
• Chairman and was an original founding Board Member of CIFC Corp. (CIFC)
• A partner in multiple different private investment funds
• Run a private family investment company

Valuation

Troika saw their YOY revenue increase 102% for the first quarter of the fiscal year 2022, and more impressively had their adjusted EBITDA improve by 78%. Top line revenue reached $8.3 million, leading to a net loss of $2.1 million, which marks a 45% improvement YOY. The company has a cash balance of little over $9 million and with a market cap of $54 million Troika trades at only 3 times sales. The post Covid recovery is well underway and as we move into 2022 Troika is well positioned to have one their strongest years yet. As well, the company is well off their 52-week high of $4 per share and is operating in a multibillion-dollar industry. All this is leading to Troika being fundamentally undervalued when taking into consideration improving margins, great top line growth, and deep connections with high spending clients.

Final Thoughts

When you look at the stock price, it seems to embody the struggle Troika has gone through over the course of 2021. This was largely the result of unfavorable market conditions and the inability for companies to allocate capital towards marketing campaigns. Troika took this as an opportunity however, and learned how to cut costs and operate much more efficiently. Now, with serious traction coming from large organizations looking to return their marketing budgets back to pre-covid levels the company is now ready to capitalize. As well, Troika has committed to the digital revolution currently taking place and is ready to help guide their clients into this new virtual realm.

Financials are showing growth on all fronts and the company has ample cash to pursue acquisition opportunities. Today, the company is showing signs of being materially undervalued and is providing major upside going into 2022. Troika showed they can persevere when times are tough, but now the worst is behind them, and they are coming into the new year ready to execute. Investors should without a doubt have Troika on their watchlists.