IBI Group Inc T.IBG.DB.E

Q2 Earnings out tonight!

[Calgaryrider]

I’m expecting fantastic results - as usual - from IBI.  $0.18 to $0.20 / share is possible.

Alas, the market continues to undervalue this very strong company.  There hasn’t been a tonne of visibility into what management has done about getting more attention, but clearly they’ve made efforts to support the stock price with the NCIB.

I’m not expecting material changes / guidance, but would love one or two of the analysts on the call to ask what the go-forward plan is for realizing fair market value.

Is it more promotion?  Conferences?
Is it a potential dividend? 
Is it prepping for eventual sale? (Suitors are there...hello, AECOM!)
What is it? 

The most important thing is that the business is ROCKING and management has stayed lazer focused on the most important underlying thing that long-term investor should care about...the business.

IBG recently won a little Work on the Beirut port rebuild which was interesting.  I’d love to hear more about how their expertise (incl. w. Smart cities, toll routes, intelligence) is spreading globally.  I don’t care about the scale right now, I care about the breadth!  The scale will come!

Good luck, Longs!
CR