still a bargainActually it is cheper now then beofre thye isued the q2 results.
1.3rd q wil have even better margins: company is getting better pricing on projects.The huge labour shortgage means very few companies can do the work ADF can.
2. ADF is the most automated plant in the world. So for the lower margin stuff, they will beat everyone on margins.
3. Infrastructure spending is just getting started.
4. High energy prices in the US, especially electricity, contrast that with Quebec. Their other plant is located in Montana, a reliable state for energy.