Aecon Group Inc T.ARE

Alternate Symbol(s): AEGXF

Industrials Conglomerates

Aecon Group Inc. is a Canada-based construction and infrastructure development company. The Company delivers integrated solutions to private and public sector clients throughout Canada and other countries. It operates through two segments within the infrastructure development industry: Construction and Concessions. Its Construction segment includes all aspects of the construction of both public and private infrastructure, primarily in Canada, and internationally and focuses primarily on the civil infrastructure, urban transportation solutions, nuclear power infrastructure, utility infrastructure and industrial infrastructure. Its Concessions segment include the development, financing, build and operation of construction projects primarily by way of public-private partnership contract structures, as well as integrating the services of all project participants. The Company’s projects include Annacis Water Supply Tunnel, Bell Canada Gigabit Fiber Service, Finch West LRT, and others.

TSX:ARE - Post by User

Aecon Group Inc > weak share prices lately

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Comment by Kupoteaon Jun 03, 2024 1:06pm

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Post# 36069601

RE:RE:RE:RE:RE:RE:RE:RE:weak share prices lately

What do you think is a fair value for Aecon and why? I've seen a lot of compelling evidence that this company should do $300M+ in EBITDA this year and do significantly better in FY 25. What companies are you seeing with a better risk/reward setup or do you have a different forecast for ARE? Do you expect litigation to go poorly? Inflation to accelerate materially from here and hurt margins?

I'm interested to hear what your thesis is for Aecon.

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