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Bullboard Post History

by LTIH1324

T.MPC

RE:RE:RE:RE:RE:Land trade

Ugh. I keep messsing up... thats with a land lift to a conservative market...

March 21, 2023

T.MPC

RE:RE:RE:RE:Land trade

True. My mistake. Forsure they will earn margin. The total cash out to the...

March 21, 2023

T.MPC

RE:RE:Land trade

*7000+ doors. 

March 17, 2023

T.MPC

RE:Land trade

MPC has way more than 3700 doors in Central ---> 7000k plus doors in...

March 17, 2023

V.MCR

RE:RE:RE:RE:RE:Macro - Post 2022 Outlook

Ok, I'll bite... when done correctly share buy backs can be an important...

November 30, 2021

V.MCR

RE:RE:RE:RE:RE:CapEx

You are forsure correct to focus on fcf with the proper maintenance cap ex...

September 9, 2021

V.MCR

RE:RE:RE:CapEx

Yeah, I am under no illusions that its a capital light high quality business...

September 9, 2021

V.MCR

RE:CapEx

Its a fair comment.  I read the guidance as an incremental 10 to 12 mil...

September 9, 2021

T.TWC

RE:Taxpayer's common sense letter to paper.

With CDN real estate going crazy, sure land prices have been positively...

April 15, 2021

V.MCR

RE:RE:RE:RE:RE:Brutal results and what is this about

Got it - net cash of $30 mil at YE, with 46 mil in the bank at year end...

April 13, 2021

V.MCR

RE:RE:RE:Brutal results and what is this about

I agree wih this take and also that I can be an idiot investor. The fixed...

April 13, 2021

T.TWC

RE:RE:Burgundy, oh Burgundy...

I am pretty sure it is the remainder of Burgundy - when you add up the 3...

March 11, 2021

V.MCR

RE:RE:NGTL 2021 Update

Great research! Thanks for sharing...

February 25, 2021

V.MCR

RE:RE:NGTL Construction

I appreciate the update on your research - thank you!

February 18, 2021

V.OSS

RE:Northern Natural Gas

Yup. I'm pretty sure it is too. 24,000 miles.

January 19, 2021

T.PIF

Nicaragua PPA Extension

Polaris Infrastructure Inc. (TSX: PIF) ("Polaris Infrastructure" or...

December 17, 2020

V.MCR

RE:RE:RE:Halted

Maybe but i presume it has to do with the closing of the transaction for the...

December 11, 2020

V.MCR

RE:RE:RE:RE:Hummm JV Honeymoon

Thank you LR for your summary.  I agree that it was a great Q. I too am...

November 30, 2020

V.CAW.P

RE:The Subordinated Promissory Notes

Hi Andy, This is quite late, but if you read this... I appreciate your work...

October 28, 2020

T.TWC

RE:RE:RE:RE:RE:RE:RE:RE:Land use changes.

Yes. I'd add a size discount to be conservative.

October 28, 2020

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