RE:RE:RE:LSTK SNC vs Aecon Jay , I have read every word and even between the lines.
love your extremely well articulated point of view .
It's so important to hear such well processed " food for thought " for us all to digest and explore all endless possibilities based on facts, assumptions and realities .
It's a puzzle that we all chip away one piece at a time and derive our own conclusions.
You have touched on many important elements that absolutely make sense and of course before Aecon makes an upward journey towards the $80 under perfect storm conditions, we clearly need to enter the next level of excellence in the $ 20- $ 30 range!
Tommorows 5 pm post and Wednesday morning conference will set the tone for realistic expectations. Next 2 quarters will be exceptionaly important to confirm management's future bright outlook!
Your post is a breath of fresh air and obviously from significant experience and your keen eye perspective!