RE:Analyst Ryan Bushell
kingscorpion wrote: Just on BNN now Analyst Ryan Bushell of New Haven Asst Management says he is putting his money into INFRASTRUCTURE AND ENERGY stocks. So perhaps 2023 is the year for the infrastructure related stocks.. Noticed oil is down this morning which should be good for CVX The transpotkng of cement should be cheaper
During CVX's presentation the CEO said the US infrastructure bill has yet to come through into demand for cement. So that is still to come and given CVX's $20.3 million contract win for the US freeway overpass it is set up to win potential large contracts:
"Once completed, this project should serve as a catalyst that will enable CEMATRIX to continue to land similar, large scale technically challenging projects in the future,” concluded Mr. Kendrick." August 3