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Atkinsrealis Group Inc T.ATRL

Alternate Symbol(s):  SNCAF

Atkinsrealis Group Inc., formerly SNC-Lavalin Group Inc., is a professional services, and project management company. It delivers end-to-end services across the whole life cycle of an asset including consulting, and advisory and environmental services. Its segments include Engineering Services; Nuclear; O&M; Linxon; LSTK Projects, and Capital. The Engineering Services segment includes consultancy, engineering, design and project management services. The Nuclear segment supports clients across the entire nuclear lifecycle with the full spectrum of services from consultancy, EPCM services, field services, technology services, spare parts, reactor support and decommissioning and waste management. The O&M segment consists of providing operations, maintenance, and asset management solutions. The Linxon segment offers engineering, procurement, management, and construction services. The LSTK Projects is comprised of the remaining LSTK construction contracts of the Company.


TSX:ATRL - Post by User

Post by Gabrielon Jan 30, 2021 12:01pm
141 Views
Post# 32428324

Phil

Phil

Phil: SNC is NOT an investment for one week, one month or one year.  I have said it numerous times and have even strongly advised that you check with a financial advisor. I am NOT a financial advisor and have warned you.

With my limited engineering and economics know how, and a poster on a public message board and therefore NOT as a financial advisor, my humble yet rational and factual opinion is that this is stock you buy as a savings account and add over a long time horizon. It will be 80$ because the EBITDA of the engineering division (600-700m) can be increased to 1B with : 1) the swap of the 407 against an additional 125-150m from an acquisition and I see this with OMERS (swap 407 against Environmental Resources Management or ERM and 500m to use for buybacks), 2)  internal growth as a result of the infrastructure programs and supply/demand upward price pressures on hourly rates and 3) a layoff program clearing 100m a year including in SG&A. It may take 2, 3 or 5 years, possibly 6 and would honestly hate to have to wait till 2030 but it is also possible. It is like the tail of a Gaussian curve. In my view, very likely by 2026.

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