Bullboard - Stock Discussion Forum Atkinsrealis Group Inc T.ATRL

Alternate Symbol(s): SNCAF

Industrials Conglomerates

Atkinsrealis Group Inc., formerly SNC-Lavalin Group Inc., is a professional services, and project management company. It delivers end-to-end services across the whole life cycle of an asset including consulting, and advisory and environmental services. Its segments include Engineering Services; Nuclear; O&M; Linxon; LSTK Projects, and Capital. The Engineering Services segment includes... see more

Add To Watchlist

TSX:ATRL - Post Discussion

Atkinsrealis Group Inc > TO SHAREHOLDERS ONLY

View:

Post by Gabriel on Feb 08, 2021 10:52pm

TO SHAREHOLDERS ONLY

8.6m shares short

Shares short: 2.32m on SNC and 6.25m on SNCAF = 8.55m shares

Below is my evaluation. I am not concerned with short term issues like the remaining resources because they will be completed soon. I am looking further down the road. BUT we definitely need s buyback program (I recommended 1B CAD) and a dividend increase to 10 cents per quarter.

If I get these i have 50m lined up. Alex can confirm.

Capital : 15$ per share

SLIDE 16: Nuclear
Figure 1B in 2022 @ 15% margin * 20X = 17$ per share

https://www.snclavalin.com/~/media/Files/S/SNC-Lavalin/investor-briefcase/en/2020/deep-dive-nuclear-en.pdf

SLIDE 8: EDPM
Figure 4B in 2022 @ 9.3% margin * 15X = 32$ per share

https://www.snclavalin.com/~/media/Files/S/SNC-Lavalin/investor-briefcase/en/2019/ir-presentation-deep-dive-into-edpm-en.pdf

182