Vicinity Motor Corp V.VMC

RE:barkingdog

[ConfidentDD]

A good post Redirect.   Checked all these for recent positions, as per DD.  The meassage is positive.  Look for re-stated commentaries soon,  in our deeply considered view.

Glad to have you posting again.  DD

retiredcf wrote: First of all, I cover a lot of stocks so I don't have the time (or the inclination) to keep track of confidentdd, greyman or anyone else or their aliases. 

I didn't bash you with regards to Bruce Campbell 2, I simply stated that if you're going to hammer the guy for one stock pick, you should give him some credit for others and thereby present a balanced argument.

There seems to be this obsession with Campbell but as a reminder, there are a number of other individuals who have analyzed BUS. As an example, Peter Imhof had no idea why the SP was declining back in Dec when the SP was 28% higher than today's closing price. So IMHO, the decline in SP is unwarranted based on the latest news but that's the markets. I think that one year from now, our SP will either be at least back in the mid to high $2's or we will have been taken out. But as we've seen lately, the process of getting there could be painful. GLTA

WAIT

Grande West Transportation Group(BUS-X) 

March 1, 2018

Went a bit too far too fast.  Now it is transitioning in its shareholder base.  There is not something negative going on here.  It is just a patience thing.

 

Ryan Modesto

Managing Partner, 5i Research...

Price $1.890

Owned  Unknown

WATCH

Grande West Transportation Group(BUS-X) 

January 29, 2018
 

He has been looking at it for the last few months.  He likes it.  They are a basically a start-up.  They got some big orders and turned it into a business.  It’s still a little on the pricy side but he likes what he sees.  He thinks they are onto something.  He is looking closely at it in case it drops low enough.

 

Stephen Takacsy, B. Eng, MBA

Chief Investment Officer & Portfolio Mgr, Lester Asset Managem...

Price $2.060

Owned  No

COMMENT

Grande West Transportation Group(BUS-X) 

January 2, 2018
 

He likes this company. It’s a higher growth company in the bus business. His favourite would be New Flyer (NFI-T). The selloff in this is because of a bit of a transition between different shareholders. Earlier on they had more growth oriented shareholders, and maybe a bit more speculative, but now they are getting older and are producing more buses. Shareholders are now probably thinking longer-term. It looks like they are doing all the right things.

 

Ryan Modesto

Managing Partner, 5i Research...

Price $2.030

Owned  Unknown

 

PAST TOP PICK

Grande West Transportation Group(BUS-X) 

December 21, 2017
 

(A Top Pick Feb 28’17, Down 13.75%)  It has been coming off quite a bit and he is not sure exactly why.  He still owns it.  He likes it.  They just signed a new deal for their first sales in Quebec.  Their backlog is about 270 busses.  We will continually see them ramping up.  We need to see their margins increase a little.  They are almost cash flow positive.

 

Peter Imhof

Vice President & Portfolio Manager, AGF Investments Inc...

Price $2.070

Owned  Yes

 

COMMENT

Grande West Transportation Group(BUS-X) 

December 15, 2017

Has done a great job in winning municipality bus contracts. The stock really, really ramped up, and then investors paused a little, and said now that you've got the orders, show us you can make money. They've had 2 good quarters in terms of profitability, so they've proven they can take an order and make money off of it. Now it is just a situation of replacing orders they have, growing their backlog and winning new business. A nice little company in the early stages of growth, but it also means that if anything goes wrong, the very, very high expectations will be wrong and the stock will be volatile if there are any problems.

 

 

Peter Hodson

CEO & Head of Research, 5i Research Inc....

Price $2.090

Owned  Unknown