RE:RE:Trican Q2 results-HIGHLIGHTS I listened to it. Fedora really emphasized some trashcos were still undercutting prices and he couldn't fathom what is going on in their heads. Lots of talk about labor shortages and how he thinks that will be bullish. Talk of Tier 4 builds with "many" customers. Thinks market in Canada is maxed out of staffed equipment. Expects near term margin boosts (said 30-days).
Was really optimistic about the remainder of the year and the next few years.
The most positive I can ever recall Trican sounding since i started following it in 2017.
Here is the link to CC
https://t.co/j8evF7FHjB?amp=1