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Bullboard - Stock Discussion Forum Titanium Transportation Group Inc T.TTNM

Alternate Symbol(s):  TTNMF

Titanium Transportation Group Inc. is a transportation company. The Company has asset-based trucking operations and logistics brokerages servicing Canada and the United States, with approximately 900 power units and 3,000 trailers. It provides truckload, dedicated and cross-border trucking services, logistics and warehousing and distribution to over 1,000 customers. It has established both... see more

TSX:TTNM - Post Discussion

Titanium Transportation Group Inc > Analyst upgrades, with more to come
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Post by Canoutchie on Feb 16, 2021 4:37pm

Analyst upgrades, with more to come

TTR is not only getting more analyst coverage, but those analyst's are coming in with upgraded target prices.  Always nice to hear that analyst's are confirming what I suspected a few months ago when I initiated a position in Titanium Transportation.  GLTA

Here's the link:
Tuesday Analyst Upgrades and Downgrades

Seeing it “at an inflection point,” Paradigm Capital analyst Corey Hammill initiated coverage of Titanium Transportation Group Inc. with a “buy” rating.

 

“After building a strong foundation in a huge industry, the company enjoyed organic growth through a rapid U.S. expansion strategy in its asset-light logistics business, and an increasingly large appetite for growth through acquisition in its Canadian asset-based trucking segment,” he said. “What makes TTR unique is its grasp on technology. The company is a leader in the use and integration of the latest technologies which are enhancing efficiencies, unlike many of its peers.”

 

Mr. Hammill set a target of $6 per share, exceeding the $5.38 average.

 

“Given the growth trajectory, plan for additional U.S. locations and the possibility of future acquisitions, we think $500 million in revenue is achievable by 2023, which we estimate could support a $7.50 share price,” he said. “Titanium is built to be a consolidator in the Canadian trucking industry, leveraging its intense focus on technology to drive efficiency while simultaneously growing its logistics business, offering a great cash flow stream, with limited upfront investment. The stock trades at a discount to the broad transportation group, and long term we think Titanium will be a logical takeout candidate for a large transportation company.”

Comment by TradeTracer on Feb 17, 2021 12:02pm
That's great to see these analyst's writeups, and Titanium definitely looks promising. If their added $100 million/yr revenue comes to fruition next year that $6 target should be on point.  Small float, a new dividend, and their ongoing expansion into the US are all good points to build on!
Comment by DeValera15 on Mar 10, 2021 12:06pm
Hello TT, Think you are spot on the with the $6 idea (and beyond later) Great results last night, another acquisition or two this year, maybe an equity issue to broaden the holder base and improve a balance sheet tha was quickly taking care of itself. (Some times you do feed growth!) So...my question is simply - how much to I want to pay for $24 mil EBITA with such neat growth prospects? Stay ...more  
Comment by DeValera15 on Mar 10, 2021 12:12pm
Thanks Canoutchie, (I'd missed seeing your note earlier) Nice numbers last night, sounds like more analysts are close to adding coverage, I know that 5i Research increased their Growth Portfolio weight to 2.5% and talk of resuming proper coverage soon. if anyone wants to listen to the results call (about 26 minutes) the replay number is 800 585-8367 ID 9419048 The results release:  ...more  
Comment by Canoutchie on Mar 10, 2021 10:11pm
Thanks DeValera FWIW I added a bit to my position today after selling some Curaleaf, as I was getting frustrated and annoyed with the constant hyper-volatility in that stock. I feel considerably more comfortable with the growth prospects here, especially as the North American economy reopens and we exit this pandemic. The fact that the balance sheet looks better and that Titanium pays a small ...more  
Comment by mjh9413 on Mar 11, 2021 12:30am
I've followed and been in and out of TTR for years but today went in with more of a view to hold. Not much not to like about 2020 rev performance except I am uncertain how such a large swing up occurred in logistics revs. Trucking was otherwise flat-ish. Interesting to that overall revs up and trucking expenses up similar amounts. Receivables do not appear a problem up to now..I always get a ...more  
Comment by Canoutchie on Mar 11, 2021 12:55am
@mjh, your calculations are similar to some of the calculations that I was doing, although I looked at it a bit differently by taking projected growth and forecasted p/e to come up with a PEG ratio below 1.0 (indicating that TTR appeared to be undervalued at $4, and should be trading closer to $5 or $5.50 (implying a 25% to 30% upside in the next 12 months.) But alas, as sure as the sun rises in ...more  
Comment by DeValera15 on Mar 11, 2021 12:06pm
Hello Canoutchie, Like you - I jumped in and grabbed more shares of TTR (opening 3.99, felt pretty good for 15 minutes). Fun Fact: I did post a question about valuation on the 5i Research site...and pointedly noted they should do both a treasury offering and recognize the need for management to take some off the table. Just thought they might have let the analysts run the story a bit first ...more  
Comment by North2004 on Mar 12, 2021 6:53pm
I too belong to that club!
Comment by mjh9413 on Mar 11, 2021 1:36am
Reckon there's not much downside coming despite the bought deal price. It is not as though the brokers are relying on a price having already got much over $4 so I believe they will be betting on further upward movement (particularly as 'they' will be spearheading action for their own benefit , methinks.)  Did you see the way they 'worked ' NFI !!
Comment by Canoutchie on Mar 11, 2021 9:54am
Thanks for the reply, mjh. I hope you're right! By the way, I also have a small position in NFI, part of my reopening basket of stocks that I think might do well in the next 12 months. I guess we shall see. GLTA
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