Atkinsrealis Group Inc T.ATRL

RBC monte ces positions

[Fuergo]

https://www.lapresse.ca/affaires/2022-07-19/genie/rbc-detient-a-nouveau-plus-de-10-de-snc.php

[Alexcanada]

SNC TO THE MOON !!!!

[Gabriel]

A contract for the design of new fighter plane for training purposes was obtained yesterday in the UK. Also Arcadia bought IBI Group yesterday at 12 x EBITDA which puts SNC professional services at 50$.  La Presse reports today on RBC buying snc shares on the cheap.

[finalstep]

comme je le disait

[Ronbromleygross]

Thanks Gabriel Some good news indeed over the last few days.   Explains why the stock has hopefully started its next upswing now.   Cross your fingers.  Hopefully this upswing continues right up to mid next year where the balance of most of the lstk contracts are done and the coast is clear for the majority sitting on the sidelines who want to buy SNC come back here.  Pretty

[rad10]

was going to ask about this. What's the sum of the parts for SNC based on this multiple.  We will be looking to deploy  funds after the IBI tender is approved. I think SNC is cheap.....  but it keeps getting cheaper.. 

[finalstep]

nous avons une occasion....chaques earnings peuvent apporter une revalorisation....ou bien occasion ne pas manquer. .. Difficile de se positionner au meilleur prix..... Mais a ce prix se positionner laisse peu de place a incertitude pour long terme.....

[rad10]

I agree SNC is undervalued, but what's your napkin math sum of the parts?  IBG taken out at 11.5 x EBIDTA.  Just a ballpark is over 60 bucks???

[Ronbromleygross]

We all know SNC is worth over $50 minimum.  However will the board of directors play hardball and fight for it or a higher price on behialf of their shareholders or are they just a bunch of sad sack piece of c&$p useless and overpaid executives who could care less?   Remains to be seen.  Time will tell what their agenda after these last 3 plus years was really all about.  

[finalstep]

triste, mais le constat est que le trouble de snc est principalement la direction et le conseil. J si lue sur ce forum un mot que j si bien aime.... Loyaute.....aucune loyaute..... Jeff a vendu a 25$...... Edwards a vendu a 30$..... Ils vendent les actions recu..... Ils font un travail de fonctionnaire et laissent le temps passer