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Bullboard Post History

by Gabriel


T.ARE

Adjusted EBITDA concessions for H1: 47.1m

Up from 42.6 in H1 2023, over 10% per year. We are heading to 100m adjusted...

July 24, 2024

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RE:New Press Release - Aecon reports second quarter 2024 results

Average EPS of 7 analysts was expected at -2.357$  Came up at -1.99$. &...

July 24, 2024

T.ARE

2 Key Drivers

Limits any additional losses if any at 125m. When SNC management announced...

July 24, 2024

T.ARE

RE:RE:Next Wednesday

Contingencies have clearly not been sufficient. It's an additional...

July 19, 2024

T.ARE

RE:RE:Next Wednesday

The agreement with CGL results in a non-cash 127m charge, the difference...

July 19, 2024

T.ATRL

Net position

I strongly advocated buying SNC in the teens, twenties and thirties but am...

July 18, 2024

T.ARE

Next Wednesday

Clearly the valuation of Aecon is based on future earnings excluding the...

July 17, 2024

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RE:RE:RE:RE:RE:RE:RE:RE:RE:Nuclear - valuation of division

Very dear Ron, I am very pleased and assured to have you on board with us...

July 14, 2024

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RE:RE:RE:RE:RE:RE:Nuclear - valuation of division

ChatGPT confirms. Will AI rule the world ? Question I asked ChatGPT...

July 13, 2024

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RE:RE:RE:RE:Nuclear - valuation of division

On the CGL bid: You do not sign a construction contract without a periodic...

July 13, 2024

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RE:RE:RE:Nuclear - valuation of division

We agreed to waive 127m likely in receivables for our 50% share in SA Energy....

July 10, 2024

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RE:RE:Nuclear - valuation of division

I don't have the figures. I agree that the key for Aecon now is to grow...

July 10, 2024

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Nuclear - valuation of division

Slide 10: Nuclear made 16% of TTM (12 months)  revenue of 4,326m or 692m...

July 10, 2024

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RE:RE:RE:Why BlackRock is betting billions on infrastructure

Precisely what my neighbor told me when we discussed Aecon. He manages 3B...

July 9, 2024

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RE:Why BlackRock is betting billions on infrastructure

For reference, Brookfield owns 62% of Oaktree, our partner in Aecon Utilities...

July 9, 2024

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Why BlackRock is betting billions on infrastructure

  https://www.livemint.com/industry/why-blackrock-is-betting-billions...

July 8, 2024

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RE:Adam Borgatti (departing CFO) posted this on his linkedin

Apologies. He is the acting SVP Corporate Development and Investor relations ...

July 8, 2024

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Adam Borgatti (departing CFO) posted this on his linkedin

Today’s announcement on Aecon Utilities’ acquisition of electrical...

July 8, 2024

T.ARE

RE:RE:Considering buying Aecon…

Jay my friend, you haven't seen my wife. She's got the heart, the...

July 8, 2024

T.ARE

RE:RE:RE:RE:RE:RE:RE:Got Paid July 3rd ;>)

This is for concessions only. We are getting the construction division for...

July 5, 2024

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