In the States, Canada, and Australia but listed in Canada. Cheapest modular housing company he's come across. Very high FCF yield from its base business. Buying back all the stock it can. Activist members on board has improved capital allocation tremendously. Direct beneficiaries of LNG Canada Phase 2.
In the States, Canada, and Australia but listed in Canada. Cheapest modular housing company he's come across. Very high FCF yield from its base business. Buying back all the stock it can. Activist members on board has improved capital allocation tremendously. Direct beneficiaries of LNG Canada Phase 2.
(Analysts’ price target is $35.50)Margin expansion, topline growth. No dividend.