Post by
danche on Jun 12, 2024 4:04pm
Stephen Takacsy's could be worth $60 on a takeout
https://www.bnnbloomberg.ca/market-call/stephen-takacsy-s-past-picks~2939015
Oligopoly, high barriers to entry. Fixed-price contracts have been renegotiated at significantly higher prices. Shares are in recovery mode. Starting to see much improved margins. Q1 was a record, and should generate record profits this year and next. Low end of valuation range, great time to buy.
Comment by
FormerHedgie on Jun 17, 2024 5:13pm
I am pretty confident in my $58 valuation. Nice to have some other validation. The currently slump in the share price is unbelieveable!!!! Head scratcher and disappointing.