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Bullboard - Stock Discussion Forum North American Construction Group Ltd T.NOA

Alternate Symbol(s):  NOA | T.NOA.DB.A

North American Construction Group Ltd. is a Canada-based company. The Company provides a range of mining and heavy civil construction services to customer in the resource development and industrial construction sectors within Canada, the United States, and Australia. Its segments are Heavy Equipment - Canada, Heavy Equipment - Australia, and Other. Heavy Equipment - Canada and Heavy Equipment -... see more

Bullboard (TSX:NOA)

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Post by retiredcfon May 15, 2025 9:37am

CIBC

Have a $37.00 target. GLTA EQUITY RESEARCH May 14, 2025 Flash Research NORTH AMERICAN CONSTRUCTION GROUP LTD. Q1/25 Update: Adjusted EBITDA Beat Despite Choppy Operational Quarter Our Conclusion ...more  
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  • Jonathon BrownX
Post by Jonathon Brownon May 15, 2025 8:58am

Buzz on the Bullboards: Quarterly reports and company mergers

Post by retiredcfon May 15, 2025 8:39am

TD

Q1/25: STRONG OIL SANDS UTILIZATION OFFSET BY ADVERSE AUSTRALIAN WEATHER THE TD COWEN INSIGHT Q1/25 results beat our estimate/consensus by 3.5%/2.5% due to strong oil ...more  
Post by retiredcfon May 05, 2025 7:15am

ATB Top Picks

ATB Capital Markets analyst Tim Monachello thinks first-quarter earnings for Canadian energy services providers “don’t matter much anymore.” “Given the tectonic shift in commodity prices since ...more  
Post by retiredcfon Apr 22, 2025 12:08pm

Raymond James

Raymond James analyst Frederic Bastien thinks it’s “time for a reset” in Canada’s industrial sector in response to the global trade turmoil ahead of first-quarter earnings season. “When it comes to ...more  
Post by retiredcfon Apr 16, 2025 9:01am

TD Notes

Q1/25 PREVIEW: WE PREFER NAMES THAT DON'T WALK OR QUACK LIKE SECTOR DUCKS THE TD COWEN INSIGHT With admittedly low confidence, we adjust estimates lower and believe that it ...more  
Post by retiredcfon Apr 11, 2025 7:22am

CIBC Revised Targets

Only posted for the companies I own. GLTA ARC Resources Target Lowered by CIBC C$35.00 C$33.00 Cargojet Target Lowered by CIBC  C$163.00 C$150.00 Canadian Natural Resources Target Raised by ...more  
Post by retiredcfon Apr 09, 2025 8:45am

Insider Buying

Impressive. GLTA Wednesday’s Insider Report: Chair invests over $1-million in this stock that’s down 40% from its 2025 high North American Construction Group Ltd. Between March 24 – April 4 ...more  
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(19)
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  • birdbuild99X
Comment by birdbuild99on Mar 24, 2025 12:25pm

RE:RE:National Bank

I wonder why Maxim did not inquire about merket deman in the US
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(19)
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  • birdbuild99X
Comment by birdbuild99on Mar 24, 2025 12:15pm

RE:TD

A few comments. Im surprised that NACG doesnt do more work in the US, its very little.  Hopefully with all this infrastructure talk in Canada potentially coming due to Canada US trade war they ...more  
Comment by retiredcfon Mar 21, 2025 12:34pm

RE:National Bank

More detailed comments from Sytchev. GLTA In a research report on North American Construction Group Ltd.’s titled This is no longer an oil sands beta play, National Bank Financial’s Maxim Sytchev ...more  
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