Bullboard - Stock Discussion Forum CEMATRIX Corp T.CEMX

Alternate Symbol(s): CTXXF

CEMATRIX Corporation is a Canada-based company, which manufactures and supplies technologically advanced cellular concrete products developed from proprietary formulations across North America. It is engaged in the supply and placement of cellular concrete. The Company’s cement-based material with thermal protection, which delivers a range of problems facing the infrastructure, industrial... see more

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TSX:CEMX - Post Discussion

CEMATRIX Corp > consolidation?

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Post by LWillingdon on Jun 06, 2023 5:17pm

consolidation?

Anyone see benefit from consolidation or am i worried for now reason at 140 million shares out?

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Comment by kingscorpion on Jun 06, 2023 6:24pm

I would say there's less competition once the sector consolidates and you win more from the bidding pipeline. CVX, as far as I know has 1 or.2 competitors. If they all.decided to merge than the 80 to 90%.of.the bidding pipeline will be for this company.

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Comment by kingscorpion on Jun 06, 2023 11:42pm

Also look at the market cap of CVX about 30 mil and it is supposed to be the biggest in North America and arguably in the world That means the 2 competitors market caps are much smaller. If they all decided to merge and streamline their business the market cap for the combined business will be much less than $90 mil but will win 80-90% of the bidding pipeline which currently is around $440 mil and ...more

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Comment by Bubbajohny50 on Jun 06, 2023 11:52pm

And don't forget. The potential tendering pipeline has been growing at about $10 million a month. And as this technology catches on more that will go exponentially up on a month to month bases.

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