Hammond Power Solutions Inc T.HPS.A

here is December 2021 interview

[microcaphobby]

https://acumencapital.com/full_podcast/william-hammond-hammond-power-solutions-inc/

[HermannHaller]

Thanks, that was interesting. Funny that he mentions Russian first in the list of places they get steel from, hope that is working out ok. I'm on the fence with this stock. Pro - very cheap, diversified customer base, exposure to new growth areas (EVs), great balance sheet Con - family owned*, commodity exposure * it's clear to me from the interview, that he takes a lot of pride in the

[microcaphobby]

The industrial sector is holding up well. The move to electrification and upgrading structures is in the early innings. I think the 2nd q will be better than the median number. Commodities based business is only a small part of their business but that area will also remain strong. Every family has a price.Having said that, I don't think they will entertain any offers for at least 5 years.