SNC-Lavalin Group Inc T.ATRL

Alternate Symbol(s): SNCAF

Industrials Conglomerates

SNC-Lavalin Group Inc. is a fully integrated professional services and project management company. The Company connects people, technology and data to help shape and deliver concepts and projects, while offering comprehensive solutions across the asset lifecycle. Its segments include Engineering Services; Nuclear; O&M; Linxon; LSTK Projects, and Capital. The Engineering Services segment includes consultancy, engineering, design and project management services. The Nuclear segment supports clients across the entire nuclear lifecycle with the full spectrum of services from consultancy, EPCM services, field services, technology services, spare parts, reactor support and decommissioning and waste management. The O&M segment consists of providing operations, maintenance and asset management solutions. The Linxon segment offers engineering, procurement, management and construction services. The LSTK Projects is comprised of the remaining LSTK construction contracts of the Company.

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SNC-Lavalin Group Inc > SNC-Lavalin awarded project management office and engine

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Comment by Alexcanadaon May 24, 2022 10:05pm

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Post# 34705352

RE:RE: SNC-Lavalin awarded project management office and engine

Gabriel
Have a look at this one (last paragraphs).
Once we are going to be out of LSTKs once and for all, the stock will fly.
Unless we are sold for pennies before that (I do not trust Edwards for getting us a fair price)
https://www.thebalance.com/watch-out-for-value-traps-358155

Gabriel wrote:

What are we doing hovering at 24-25$.

Capital is worth north of 14$/share and Atkins was paid 4.2B with its pension fund or 24$/share in 2017 (link below). Add Candu Nuclear and legacy SNC engineering.. Add growth since 2017 and the new Biden Deal (aka previously FDR's new deal).

So the market is telling me that professional services is worth 10$ today or 1.8B. That's less than 0.33 X sales of professional services. There is not a single company on the NYSE that is selling at 0.3X sales. Something does not add up. Just like when XOM was selling at 32$ and I massively put options expiring one and two years ahead and converted that free money in massively undervalued CAD..

Any way you look at it this does not make any sense. What I hate the most is to depend on all these hobbledehoys.

https://www.snclavalin.com/en/media/press-releases/2017/20-04-2017#:~:text=Under%20the%20terms%20of%20the,billion%2C%20including%20the%20pension%20deficit.