This company was/is completely under-appreciated. I don't think the market understands it at all. I've heard variously that its capital intensive, in construction, low margin so prone to inflation. It must be a different company they're talking about.
It's an example of when low gross margins become the competitive moat. Essentially providing cost plus services, so not as exposed to cost inflation as is assumed. How difficult would it be for a serious competitor to emerge? You need massive scale to get GM that low. A business that I could easily see returning me 20%+ over the next few years from where I got in. Hiding in plain sight.
This company was/is completely under-appreciated. I don't think...
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$4.52 |
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Mkt cap ! $3.866B | |||
| Open | High | Low | Value | Volume |
| $4.50 | $4.52 | $4.47 | $4.699M | 1.042M |
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| No. | Vol. | Price($) |
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| 1 | 200 | $4.51 |
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| Price($) | Vol. | No. |
|---|---|---|
| $4.52 | 5796 | 1 |
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