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Linamar Corp T.LNR

Alternate Symbol(s):  LIMAF

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 industry. Skyjack manufactures scissor, boom, and telehandler lifts for the aerial work platform industry. The Mobility segment is focused on propulsion systems, structural and chassis systems, energy storage and power generation for both the global electrified and traditionally powered vehicle markets and is subdivided into three regional groups and one global product group: North America, Europe, Asia Pacific, and the newly formed Structures Group. The regional mobility groups are vertically integrated operations combining expertise in light metal casting, forging, machining, and assembly.


TSX:LNR - Post by User

Bullboard Posts
Comment by BuffetsProdigyon Dec 04, 2017 4:58pm
100 Views
Post# 27088353

RE:RE:How does Linimar make good profits with electric cars?

RE:RE:How does Linimar make good profits with electric cars?I believe you've nailed it here, Nelson.  Between peak auto theory, NAFTA, and electric vehicles this stock has taken a huge hit.  How much of that is actually going to transpire to a significant effect on earnings?  Not much would be my guess.  Markets overreact to this stuff and the uncertainty that comes with it, and while these things can be real threats if not dealt with properly, we have to realize electric vehicles are something that isn't going to happen rapidly; the management will have plenty of time to adapt.  I wouldn't be suprised to see 90% gasoline vehicles even a decade from now.  Electric vehicles have been 'in the making' for years.  As for the stock price, find a company who has compounded earnings like Linamar in the last decade and you'll find they are trading in the 20-30 P/E range in today's market.  Linamar at 8-9 is a bargain.

In addition, I believe management have already had talks with the likes of Apple and Google about their possiblity of making vehicles and Linamar becoming a potential supplier for them.  Management is certainly aware of the industry, and I trust they will do fine.


Bullboard Posts