Crane Co T.CR

Primary Symbol: CR Alternate Symbol(s): CXT

Technology Scientific & Technical Instruments

Crane Company is a manufacturer of engineered components for mission-critical applications focused on the aerospace, defense, space and process flow industry end markets. Its segments include Aerospace & Electronics, Process Flow Technologies, and Engineered Materials. The Aerospace & Electronics segment supplies critical components and systems, including original equipment and aftermarket parts, primarily for the commercial aerospace, and the military aerospace, defense and space markets. The Process Flow Technologies segment is a provider of engineered fluid handling equipment for critical applications. The Engineered Materials segment manufactures fiberglass-reinforced plastic panels and coils, primarily for use in the manufacturing of recreational vehicles, truck bodies and trailers (Transportation). It also designs and manufacturers multi-stage lubrication pumps and lubrication system components technology for critical aerospace and defense applications.

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Crane Co > I'd like to see WCP

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Comment by Cheadle12on Jul 03, 2021 9:19pm

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Post# 33490215

RE:RE:RE:RE:RE:RE:I'd like to see WCP

Have a view of this video where Jeremy explains Whitecap's upside + entrance into the Montney.. hearing a lot more rumblings that they want to get more involved in the Montney.. could be Alberta side, could be BC side (for LNG).. but it is plausible.

https://www.youtube.com/watch?v=24V0FdcFQUo&ab_channel=CatherineMurrayMedia%26Markets

The Great Cheadle.

gonatgasgo wrote: The Great Cheadle,

I don't know much about WCP but what is wrong with them? Up less than 30% year-to-date.

Cheadle12 wrote:
Nice work.. and yes, TGC is a chess player. You don't walk every pawn to the end of the board and convert to queens.. you have to make a few moves along the way.

I think Crew still needs to fix the balance sheet. With this repair, it's a $3-4 stock (like SRX).. and no risk of a downtick in commodity prices throwing off the all important D/CF ratio. Repaired balance sheet = upgrades & more funds buying in.

Outside of that, yes there still is risk.. so a tick tac toe move (acquired at a premium, by a company that has a generous upside alone (and ideally pays a nice dividend).. to get to $4+ .. then yes, this is a good set of moves on the board.

I'm not tied to any solution, just saying that the goal is always to maximize shareholder value and there are never any guarantees that the street will pay $8, $12, $16 or whatever prices Crew's NAV is or will be in the future.. have to think strategically..

Your move Dale..

robert41 wrote: my average is .71 i did buy my first at .24 sold a bunch at .58 and then bought it all back and a bunch more at higher prices i should never have sold the first time. all good though. i have wcp and bir as well bought them last spring. I dont have an exit number the gas market has me convinced stocks will be higher and I dont have a better option to replace it with. your thesis on a wcp take over would work if those wre the numbers i could live with that. My shares are all help in tfsa and rrsp so no tax issues for me. either way we are all in good shape as long as production stays off line.