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Supply Chains

Blue Ant Media Corporation (formerly Boat Rocker Media Inc.) has officially completed a reverse takeover (RTO), executed via a statutory plan of arrangement under Canadian corporate law, and is expected to begin trading on the Toronto Stock Exchange under the ticker symbol BAMI around August 6–7, 2025

The move formalizes Blue Ant’s transformation into a public entity after consolidating Boat Rocker’s key studio assets—Jam Filled Entertainment, Insight Productions, and Proper Television—into the new public vehicle. This consolidation and listing come with a 10-for-1 share consolidation and capital restructuring to comply with Canadian ownership rules, including restricted voting shares for CEO Michael MacMillan 

Backed by a CA$155 million credit facility from Bank of Montreal and its lending syndicate, Blue Ant is now positioned to scale up across content development, production, and strategic expansion.

Leadership now includes Michael MacMillan (CEO), Robb Chase (CFO), and a refreshed 11-member board. In parallel, IDJCo, led by David Fortier, Ivan Schneeberg, and John Young, is acquiring Boat Rocker Studios’ remaining assets, continuing as a separate privately held studio group.

🔹 Production Impact:
Despite a decline in volumes since 2022, 2025 production activity is already tracking well against 2024, and with the fresh capital injection, spend is likely to accelerate in H2 and into 2026. This will benefit upstream vendors—equipment, production services, location providers, and crew teams.

🔹 Development Momentum:
Vitrina Data shows a clear upward trend in development projects since 2023, with 2025 marking a substantial increase. The new capital positions Blue Ant to move more projects from development to active production—boosting pre-production workflows and VFX/post engagement.

🔹 Licensing & Distribution Dynamics:
So far in 2025, Blue Ant’s content acquisition and licensing has remained conservative—dominated by English-language documentaries and reality formats. With the new funding, Vitrina expects this scope to broaden, creating momentum for content aggregators, rights holders, and FAST operators globally.

🔹 Strategic Consolidation:
By unifying Jam Filled, Insight, and Proper under one umbrella, Blue Ant now controls a full-spectrum studio engine—streamlining production workflows, enhancing operational efficiency, and increasing competitiveness against global IP players. This impacts talent agencies, suppliers, and international distributors who now interact with a more centralized content engine.

🔹Potential for M&A-Led Growth:                                                                   

Now as a public and well-capitalized entity, Blue Ant is well-positioned to pursue acquisitions of niche production houses, IP libraries, or digital platforms to expand its footprint. This could catalyze additional integration opportunities across the supply-chain—from creative studios to distribution tech layers.

For platform buyers, distribution networks, content tech providers, and format packagers, Blue Ant Media’s transition into a public, well-capitalized content entity signals a strategic shift with long-term opportunity.

Vitrina anticipates:

• Expanded deal flow across IP licensing, format adaptation, and co-productions
• Stronger production financing pipelines benefiting studios, freelancers, and infrastructure vendors
• More formalized partnerships with global buyers, streaming platforms, and regional broadcasters
  

This move elevates Blue Ant Media’s operational transparency and investment capacity—reshaping its role within the broader media and entertainment supply-chain. Vitrina members across all tiers should actively monitor emerging opportunities for strategic alignment.