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Bullboard - Stock Discussion Forum ADF Group Inc T.DRX

Alternate Symbol(s):  ADFJF

ADF Group Inc. is a Canada-based company. The Company is engaged in the design and engineering of connections, fabrication, including the application of industrial coatings, and installation of complex steel structures, heavy steel-built ups, as well as in miscellaneous and architectural metals for the non-residential infrastructure sector. Its products and services are intended for the five... see more

TSX:DRX - Post Discussion

ADF Group Inc > Projects, projects,projects...
View:
Post by lifeisgood1010 on Nov 20, 2024 8:55am

Projects, projects,projects...

 


Actual sellers of DRX do not realize that we are in an infrastructure boom time.
There are and will be tons of contracts to bid on.
DRX trades on a trailling twelve months of less than 4 time cash flow.It's TTM  ROE is 33%
DRX will not be announcing contrats every two months.It never has and never will.
They have a very healty order book.
DRX yearly sales ranged from a low of $21 million(2005) to a high of $103 million in 2016.
This is no longer the case.

The new automated line has put this company on a very different path.
Fix costs are the same but being spread on a much higher sales volume.
This as changed the profitability profil of the company like never before.

Sales of 300 million make this company very profitable.Imagine 400 or 500 million
Will they reach that level?Only time will tell.
But i am sure the sales team and the Paschini will work hard on that to happen.


The actual production capacity is for 1 billion.They don't need to invest in Cap ex and
their maintenance cost are very low.

OTTAWA — NHL commissioner Gary Bettman was optimistic about the vision of a centrally located arena becoming reality for the Ottawa Senators following a day packed with meetings, tours and discussions.

Bettman said progress was made with the Senators’ recent letter of intent with the National Capital Commission regarding the LeBreton Flats site, a prime location near Ottawa’s downtown core.


This arena will be built and DRX could be the steel supplier and erector.

A few weeks ago, i saw the Ottawa Sen. owner (Michael Andlauer) in an interview on TVA Sports.

He had just toured the Videotron Arena in Qc. and said that he was very impressed with the building.

He said that the new Ottawa Arena would look like it..Guess who build the Videotron Arena.

You guess it right, ADF.

As usual, it's not a 100% certaintythat DRX will build it but it will have a good shot at this project when it come to life in abot 2 years
Comment by matt2018 on Nov 20, 2024 10:27pm
agree, they have usually announced new contracts mid-year and end of year. Hopefully we hear about some new deals around the Qtr release date next month.
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