@ChapTwelveCap Run like a private co and not great returns on capital last time I looked in 2020. EV adoption has some potential negatives for their biz. Has anything new happened to warrant another look?

@peter_mantas Hurts until it doesn't, I think. Maybe.

@Corp_Raider99 @marketplunger1 Besides, pure plays in lumber pain exist and are liquid. No direct exposure to nickel or cobalt.

@peter_mantas Wait til you see how much aluminum they import.

@LizSimmie Must be satire.

@peter_mantas Don’t interrupt him plz.

@cap_zay Cocoa uncertainty a key focus but their mature end market with limited rev growth keeps me away. Acquisitive moves a lot harder to make work with higher rates too.

@cap_zay Surprised a lot of folks.

@ThomasBeyer @CDInewsletter It’s not. Behavioural biases lead many people to believe that it is though.

@PaulBunyanCap Any kind of exemption for that industry gets very tricky quickly with the various input materials.

@compoundpapi Mind sending DM for source?

@compoundpapi @Anodyne_Inc Doesn’t look like it. The doc reads as one that is self-directed.

@TSXDivStock @BarrySchwartzBW Cdn REITs have a catalyst issue and misaligned mgmt incentives. For those executing buybacks and/or dispositions near IFRS NAV, you will see a share price response. A few weeks ago the median discount was 20%, with some pushing 40%. Saw some new buybacks last week.

@FCFNextYear @compoundpapi He’s right. $AGT.TO was a takeunder of a levered cyclical a few qtrs away from results inflecting upward. Mr. Al-Katib is the split pea king. Lots of SS coverage of $AFN.TO to encourage something.

@PaulBunyanCap The late John Candy?

@GrassRootsNY @TidefallCapital The trust has the final say.

@atelicinvest Noted