RE:RE:U.S. Housing Starts Numbers Beat Estimates 1,496k annualizedYou are making way too much sense on everything.
I agree on the NCIB, but at the same time - if that doesn't work out they can hoard cash and will be in a strong strong balance sheet position or can enteratin the idea of a dividend distribution.
I would be intersted in some of those Twitter handles you follow if you want to DM me.