Zachary Buckley, Managing Partner at Buckley Capital Management, joins the podcast for the third time to share his thesis on Dentalcorp Holdings (TSX: DNTL) and why he's urging $DNTL.TO Board and Management to undertake a strategic review process.
Zack's letter to the board: https://finance.yahoo.com/news/buckley-capital-management-urges-dentalcorp-113000826.html
Chapters:
[0:00] Introduction + Episode sponsor: Tegus
[1:43] Overview of Dentalcorp $DNTL.TO and his letter to the Board & Management
[7:15] Why'd they call off strategic alternatives in 2023 and why now is the right time
[12:23] Management changes / share restructure / US Listing / CRH comp
[17:43] Differences between Canadian and US dentistry[
20:02] Acquisition process / synergies for mom & pop dentistry practices with $DNTL / why private equity has gone after this industry aggressively
[26:16] Competitive landscape and environment
[28:58] Why hasn't the market warmed up to $DNTL.TO since it's IPO
[32:04] Capital allocation
[38:34] $DNTL.TO final thoughts on the company and his letter
[41:48] Anything else that keeps Zack up at night about $DNTL.TO?
[44:05] How big can Dentalcorp grow (when looking at amount of potential dental acquisitions)
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