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BMTC Group Inc T.GBT

BMTC Group Inc. is a Canada-based company. The Company, through its subsidiary Le Corbusier-Concorde S.E.C. and its Tanguay division, manages and operates a retail network of furniture, household appliances and electronic products, in Quebec. The Company operates through two segments: Retail and Real Estate. Its Retail segment manages and operates, under Tanguay banner, a retail network of furniture, household appliances and electronic products, in Quebec. The Company operates retail outlets in approximately 25 locations across Quebec. The Company's Real estate segment holds a portfolio of properties in Quebec with the intention of proceeding with the development or generating rental income. The Company owns most of its stores and distribution centers. The Company intends to proceed with the real estate development of several rental residential towers on its property located at 125 boul. Desjardins Est in Sainte-Therese. This real estate project is in the exploratory phase.


TSX:GBT - Post by User

Post by undervalueon Sep 27, 2024 1:40pm
116 Views
Post# 36244367

Nice q.

Nice q.I was away for a month. GBT reported very positive net returns for the q.
We are in a large ticket goods recession. Despite, the co produced operating earnings of aprox 45 to 50 cents.
Every time they sell a store, they report significant gains. My lame guess, the real estate values far exceed book values.
The co remains cash and marketable securities laden.
They continues to deploy cap to syetem improvements, real estate purchases.
Declining rates will turn the cycle. Operating improvements undertaken over the past few years will juice returns.
$3 a share of income is worth $30 plus to Leons. The real estate and securiies another $15.
Very inexpensive shares given what will happen.
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