JLG 3.24% $3.58 johns lyng group limited

Reasonably certain it is the 100B TAM opportunity in the USA...

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  1. 2,745 Posts.
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    Reasonably certain it is the 100B TAM opportunity in the USA that's got the market excited, rather than next years earnings (despite being accretive from day dot and priced at a fabourable EBITDA multiple).
 
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