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Bullboard - Stock Discussion Forum Linamar Corp LIMAF


Primary Symbol: T.LNR

Linamar Corporation is a Canada-based advanced manufacturing company. The Company is engaged in providing manufacturing solutions and developing engineered products. Its segments include Industrial and Mobility. The Industrial segment consists of MacDon, Salford, Bourgault, and Skyjack. MacDon manufactures combined draper headers and self-propelled windrowers for the agricultural harvesting... see more

Bullboard (TSX:LNR)

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Comment by ValueBetson Aug 16, 2024 9:58am

RE:Bruce Murray - BNN - TOP PICK

Its so good to see someone on BNN. LNR is the cheapest growth stock, low risk, with decent ROE (and possible upside on ROE during the next decade).  Its not a ultra high growth, its not a ultra ...more  
Post by Possibleidiot01on Aug 15, 2024 3:23pm

Bruce Murray - BNN - TOP PICK

Linamar Corp. (LNR TSX) Another deeply discounted industrial company selling at six times this year’s EPS estimate of $10.25. EPS is forecast to rise to $10.80 in 2025 and $12.48 in 2026. An ...more  
Comment by ValueBetson Aug 12, 2024 2:40pm

RE:RE:RE:RE:RE:RE:RE:RE:Capital Allocation

In other words, I also think we are getting a great and profitable mobility business for free.
Comment by ValueBetson Aug 12, 2024 2:26pm

RE:RE:RE:RE:RE:RE:RE:Capital Allocation

Again I agree 100%. I'm thinking, Industrial is easily worth 4G$ (and 5G in a not so depressed AG market). So this leaves Mobility to be worth enough to pay down the long term debt (think about ...more  
Comment by Jonathan9on Aug 12, 2024 12:40pm

RE:RE:RE:RE:RE:RE:Capital Allocation

Industrial is Ag + Skyjack. My estimate is more than the market cap of the entire company currently. I think if the value isn't realized you set your self up for an activist to push for a ...more  
Comment by AVALONSHARKon Aug 12, 2024 11:53am

RE:RE:RE:RE:RE:Capital Allocation

I'm new in this stock - How much do you guys feel the industrial business is worth?
Comment by ValueBetson Aug 12, 2024 11:36am

RE:RE:RE:RE:Capital Allocation

I agree 100%. In 2022, they bought back 4M shares close to 60$ on average.. its the current price after a nice 24 months of results, market shares gain and a stronger industrial segment than before ...more  
Comment by Jonathan9on Aug 11, 2024 9:44pm

RE:RE:RE:Capital Allocation

What a tremendous opportunity to buyback a large chunk of shares through NCIB or SIB. Gift by the market. Growth slowing. Need for CapEx at low end. Free cash flow to explode higher. Interest rates ...more  
Comment by ValueBetson Aug 09, 2024 11:03pm

RE:RE:Capital Allocation

I agree, on the call, I even got the impression, it could be a tender offer. I wish they would buy 5-8-10%, one shot deal, up to 70$.  How bad would it be if they keep a higher leverage ...more  
Post by ValueBetson Aug 09, 2024 8:06pm

Surprising day

This stock don't fit analysts models, 50% heavy capex and low FCF, 50% low capex and high FCF. Modest ROE with low risk don't seem to get the market attention.  Its organic growth ...more  
Post by Daudau11on Aug 09, 2024 4:28pm

Price Target Cut by Multiple Brokers

Linamar Corp Price Target Cut to C$80.00/Share From C$90.00 by BMO Capital Markets Linamar Corp Price Target Cut to C$88.00/Share From C$92.00 by CIBC World Markets Linamar Corp Price Target Cut ...more  
Comment by Daudau11on Aug 09, 2024 11:43am

RE:RE:RE:RE:Capital Allocation

I totally agree, I added today. GLTA!!
Comment by longrun86on Aug 09, 2024 10:00am

RE:RE:RE:Capital Allocation

I am pleased to be able to buy shares at this price.  Linda's transition makes sense to me.  My sense is that the market is still grappling with the mobility side of the market and ...more  
Comment by AVALONSHARKon Aug 09, 2024 9:47am

RE:RE:Capital Allocation

I'm surprised as well. I know they projected a slow market, however as a business they are still projecting double digit growth. What am I missing ? CEO transition ? It's not like Linda is ...more  
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