Update time! In July 2019, $KUT.v insiders bought over 55,000 shares at $4.75. Since then EBITDA/share increased 2.6x from $0.32 to $0.84, leverage levels are lower, and organic growth is stronger than it's been in 10+ years. The stock? Down 18%.
April 24, 2023, 2:13 p.m.
On the CC $DRX.to mgmt forecasted continued growth in FY24: "expects its revenues for the fiscal year ending January 31, 2024, to increase" "corporation is confident it will remain competitive and will generate higher margins given all the operational improvements implemented"
April 13, 2023, 3:54 p.m.
Another outstanding qtr for $DRX.to with 70%+ growth in adj EBITDA. TTM adj EBITDA has now grown 50%+ for five consecutive qtrs. Stock remains at 4x FCF (next 12 mths) and there was not a single question on the call. Gotta love microcaps!
April 13, 2023, 2:22 p.m.
Bullet #2 is such an important point. If you find your valuation of a business swinging wildly from qtr to qtr, go find a new stock. Either the company is too unpredictable to have a margin of safety or you don't understand it. In either case, you don't want to own it. https://t.co/yO6dpqP3lT
Sept. 15, 2022, 3:03 p.m.
Investors focus on ADF Group $DRX.to backlog, but the most important variable is the fabrication mix -- this is the high margin core business. Buried in the notes, they just disclosed fabrication mix is now 59%, up from ~35-40% over the last few years. https://t.co/ZI8YLv5QNZ
Sept. 9, 2022, 3:20 p.m.
