Stock price when the opinion was issued
Ready-mix concrete, cement, and aggregate (the crown jewel). UK company that's re-listing in the US as its primary listing. Undiscovered gem in US market. High quality. Taps into aging infrastructure of USA. Needed for activity around data centres and energy generation. Creates more demand for an already-tight supply market.
The environment will give it more scale, more pricing power. Well managed. Index inclusion ahead. Yield is 1.30%.