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Bullboard Post History

by ValueBets


T.LNR

RE:RE:RE:RE:Buybacks

Thanks for sharing Manitowoc, interesting business.. I also hope they could...

4 days ago

T.MTL

Tuck in aquisition by business unit Gardewine

I guess this fit Mr. Mullen description of tuck in acquisition this year...

4 days ago

T.LNR

RE:RE:Buybacks

I agree to differents very nice scenario, depending on opportunities...

September 14, 2024

T.MTL

Are we going back to 13$?

We have a 6% dividend yield, which represent 50% of FCF. We are going through...

September 13, 2024

T.LNR

RE:Buybacks

It is a not sense if they don't! No urgency for debt reduction at this...

September 12, 2024

T.LNR

RE:Bruce Murray - BNN - TOP PICK

Its so good to see someone on BNN. LNR is the cheapest growth stock, low risk...

August 16, 2024

T.LNR

RE:RE:RE:RE:RE:RE:RE:RE:Capital Allocation

In other words, I also think we are getting a great and profitable mobility...

August 12, 2024

T.LNR

RE:RE:RE:RE:RE:RE:RE:Capital Allocation

Again I agree 100%. I'm thinking, Industrial is easily worth 4G$ (and 5G...

August 12, 2024

T.LNR

RE:RE:RE:RE:Capital Allocation

I agree 100%. In 2022, they bought back 4M shares close to 60$ on average...

August 12, 2024

T.MTL

Oil dependency

Oil is certainly a great factor that helps MTL. It was driving its main...

August 11, 2024

T.MTL

RE:RE:M. Mullen, exhausted of portfolio mgr and being comparedTFII

These unloved stocks gets into our heads at some points and brings so much...

August 11, 2024

T.MTL

M. Mullen, exhausted of portfolio mgr and being comparedTFII

Being ignored in relation to a benchmark with TFII is nuts. Congradulation to...

August 10, 2024

T.LNR

RE:RE:Capital Allocation

I agree, on the call, I even got the impression, it could be a tender...

August 9, 2024

T.LNR

Surprising day

This stock don't fit analysts models, 50% heavy capex and low FCF, 50...

August 9, 2024

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