In my last post to you SU shareholders(Jan.9th 2024), i said i would write back in a month or two when DRX would be at $10.On that day, the stock traded between $7.13 and $7.59
Well, we are at $10.Now i will say to you, this stotry is far, far from over.
A few SU shareholders bought in.I am happy if i have contributed in convincing
you.
for those who wrote to thank me, you are welcome
But the credit goes to does you took the time to do their DD.
I will write to you again in 1 or 2 months when the stock is north of $12
Here is the latest research report for DRX and my last post i wrote here on Jan.9th.
Do your homework on DD, you will understand what i am saying.
20240227_Atrium_DRX_Update.pdf (mcusercontent.com)
My last post:
For those who took my advice and did their DD on my small cap steel erector, fabricator, you were well rewarded. While DRX as been one of the top performer on the TSX in 2023, It is just the start. This stock will double this year When i wrote on SU board on July 27th,DRX was at $3.80,then i wrote 3 posts near year end (Dec. 8,11 and 12)at that time you could have bought the stock for $5.32 to $6.35. I will say it again, do your research on this company that goes under the radar of most. For those who think that they have missed the train, you haven't. This infrastructure play is the place to be. DRX profitability has never been that good because of it's move on automating it's fabrication. They have a unique north america huge welding line in their Terrebone plant. This piece of equipment take 1/6 man hour vs the old producing way. Go have a look on their video web site. Accueil - Groupe ADF inc. (adfgroup.com) And if you want the latest Atrium research report, here is the link. 20231211_Atrium_DRX_Contracts.02.pdf (mcusercontent.com) Atrium has a $10 target but this is way to conservative.They miss last quarter eps by a mille SU is still a big position of mine but DRX is a close second. DRX just hit a new 21 year high this am at $7.59. It will be north of $10 before Q1 and north of $15 before year end I will write again when it crosses $10 See you in a month or two. 