Atkinsrealis Group Inc T.ATRL

On Board

[andy406]

Could not help jumping on this stock. The future looks bright for infrastructure. I dont see a big risk at these low prices. Andy

[VicesVertus2222]

You bet, $19 is a ridiculous price. With such a bright future, why in the world SNC has dropped where as most other stocks have gone up with the way the US election is heading? Aprs le mystre de la Caramilk, celui-ci est certainement le deuxime. What the hell is the rational here ? I am still stock not understanding what the market seems to be seing that we are not, or the other way around.

[tomperns]

It's simple: we are seeing a sum of all parts worth way more than $20 and the bears are seeing too many consecutive Qs with red ink and probably red ink next Q as well. We either wait it out 2 more yrs until this is a pure engineering play printing money or we get lucky and they start to either sell pieces and/or substantial buy-backs to create immediate shareholder value. 

[VicesVertus2222]

You may be right Tom, but next Q loss will be less than this one. And the following ones will improve a lot. When you look at analysts forecasts this is what they show, they can't be wrong all the time. And the odds are in our favor for that trend. Shorters' should be in covering mode at this point, big time! Why don't we see that reflected in a share value increase? 

[tomperns]

I agree that things can only improve from here; perception however might be that for the next 3-6 months, we are staying at this level and investors are moving SNC money to sectors that might give them better returns over the next 3-6 months. 

[VicesVertus2222]

That is exactly what I am debating right now. Take a fiscal loss for 30 or so days, move to other stocks that could show a nice return and come back at a proper timing with SNC. Food for thought.

[Gabriel]

Folks, With reference to those potential additional trillion dollar investments in infrastructure and energy in the US (2T), Asia (1.7T/yr), UK, Australia and Canada, we can assume an additional annual business volume of 2 T. Considering we have approximately 5% for needs assessment, engineering design and environmental and social assessments (including preparation of tender documents