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Really enjoyed reading this, great detail thank you
Thanks for the article - looks interesting after the drop. Why is insider ownership so low?
I think In 2021, when Secure Energy Services acquired Tervita Corporation in an all-stock transaction, it altered their ownership structure
Great writeup👍
even after the large stock run up?
There's definitely more upside, especially with the solid fundamentals backing it. The market hasn't fully priced in the transformation
Thanks for sharing your thoughts.
While evaluating multiples of Free Cash Flow, I think it is good to use MarketCap instead of EV, as Free Cash Flow already should account for interest expense.
Makes sense, I'll use MC instead.
The only thing is revenue is expected to decline on a continual basis for at least 2 year’s minimum
Really enjoyed reading this, great detail thank you
Thanks for the article - looks interesting after the drop. Why is insider ownership so low?
I think In 2021, when Secure Energy Services acquired Tervita Corporation in an all-stock transaction, it altered their ownership structure
Great writeup👍
even after the large stock run up?
There's definitely more upside, especially with the solid fundamentals backing it. The market hasn't fully priced in the transformation
Thanks for sharing your thoughts.
While evaluating multiples of Free Cash Flow, I think it is good to use MarketCap instead of EV, as Free Cash Flow already should account for interest expense.
Makes sense, I'll use MC instead.
The only thing is revenue is expected to decline on a continual basis for at least 2 year’s minimum