Armtec Infrastructure (ARF-T) Stock Predictions - Stockchase
WATCH LIST
67
Armtec Infrastructure (ARF-T)

ON STOCKCHASE SINCE Aug 2004

Manufactures culverts

Acquired by Brookfield (June 2015)

INDUSTRIAL PRODUCTS

Armtec Infrastructure

ARF-T

22 watching          
Join the Discussion

Armtec Infrastructure (ARF-T) SAVE Dec, 31, 1969, 7:00 pm

0.00 0 (100%)

This company is not ACTIVE.

What the experts are saying about ARF-T



  • All
  • Filtered
Signal Opinion Expert
SELL

It is unlikely they will continue.  They are in dire, dire straits and are shopping the company around.  Thinks they will be delisted and shareholders will get nothing.  They had too much debt and got hit by the recession.

INDUSTRIAL PRODUCTS
0 0 0 0 0
0 comments

It is unlikely they will continue.  They are in dire, dire straits and are shopping the company around.  Thinks they will be delisted and shareholders will get nothing.  They had too much debt and got hit by the recession.

INDUSTRIAL PRODUCTS
0 0 0 0 0
0 comments
Benj Gallander

President, Contra the Heard Inv...

Price Price
$0.025
Owned Owned
Unknown

SELL
Armtec Infrastructure(ARF-T) 

February 10, 2015

Hasn’t looked at this too seriously in the last 5 years. Cut the dividend dramatically in 2011 and it fell dramatically. Very oriented towards infrastructure. It is concrete and precast concrete. The headwinds that governments are facing and exposure to the oil patch and Western Canada are things you should be concerned about. If they couldn’t do it before, he can’t see them doing it now.

INDUSTRIAL PRODUCTS
0 0 0 0 0
0 comments

Hasn’t looked at this too seriously in the last 5 years. Cut the dividend dramatically in 2011 and it fell dramatically. Very oriented towards infrastructure. It is concrete and precast concrete. The headwinds that governments are facing and exposure to the oil patch and Western Canada are things you should be concerned about. If they couldn’t do it before, he can’t see them doing it now.

INDUSTRIAL PRODUCTS
0 0 0 0 0
0 comments
Jerome Hass

Portfolio , Lightwater Partners...

Price Price
$0.230
Owned Owned
No

COMMENT
Armtec Infrastructure(ARF-T) 

February 3, 2015

Has been trying to talk to management, but with no success. There is no question this could go under. Looking at convertible debentures, the convertible rate is $26.70. If you hold them until they mature, you would get better than 100%, but the question is whether they actually do that. They have a huge debt load along with some other headwinds, including the weak Cdn$. However, they do have Brookfield Capital behind them.

INDUSTRIAL PRODUCTS
0 0 0 0 0
0 comments

Has been trying to talk to management, but with no success. There is no question this could go under. Looking at convertible debentures, the convertible rate is $26.70. If you hold them until they mature, you would get better than 100%, but the question is whether they actually do that. They have a huge debt load along with some other headwinds, including the weak Cdn$. However, they do have Brookfield Capital behind them.

INDUSTRIAL PRODUCTS
0 0 0 0 0
0 comments
Benj Gallander

President, Contra the Heard Inv...

Price Price
$0.250
Owned Owned
No

DON'T BUY
Armtec Infrastructure(ARF-T) 

December 30, 2014

During the income trust days, this was a big name with a very big yield on it. Long-term chart is not attractive. When people are cutting back CapX, you don’t want to be in a name like this.

INDUSTRIAL PRODUCTS
0 0 0 0 0
0 comments

During the income trust days, this was a big name with a very big yield on it. Long-term chart is not attractive. When people are cutting back CapX, you don’t want to be in a name like this.

INDUSTRIAL PRODUCTS
0 0 0 0 0
0 comments
Jerome Hass

Portfolio , Lightwater Partners...

Price Price
$0.260
Owned Owned
No

COMMENT

(Worst call ever made.) This was a company that was brokering infrastructure projects and developing a lot of concrete work around the Calgary area. They overpromised and under delivered. Thinks the stock went down 90%. Only had a very small position. (Kind of likes it in this range and bought a little bit personally.)

INDUSTRIAL PRODUCTS
0 0 0 0 0
0 comments

(Worst call ever made.) This was a company that was brokering infrastructure projects and developing a lot of concrete work around the Calgary area. They overpromised and under delivered. Thinks the stock went down 90%. Only had a very small position. (Kind of likes it in this range and bought a little bit personally.)

INDUSTRIAL PRODUCTS
0 0 0 0 0
0 comments
Derek Warren

Asst Vice , Lincluden Investment...

Price Price
$2.350
Owned Owned
Yes

DON'T BUY
Armtec Infrastructure(ARF-T) 

November 13, 2012

Was a distressed company a year ago and he was shorting it.  Got into trouble with oil sands contracts.  A strategic investor has come in and backstopped their balance sheet.  He doesn’t see an upside at this point.

INDUSTRIAL PRODUCTS
0 0 0 0 0
0 comments

Was a distressed company a year ago and he was shorting it.  Got into trouble with oil sands contracts.  A strategic investor has come in and backstopped their balance sheet.  He doesn’t see an upside at this point.

INDUSTRIAL PRODUCTS
0 0 0 0 0
0 comments
James Hodgins

Chief Inve, Curvature Hedge Stra...

Price Price
$2.350
Owned Owned
Unknown

DON'T BUY
Armtec Infrastructure(ARF-T) 

November 24, 2011

Drainage pipes. Their issue is the debt. Debt to capital ratio is something like 3X. He is currently Short this one.
INDUSTRIAL PRODUCTS
0 0 0 0 0
0 comments
Drainage pipes. Their issue is the debt. Debt to capital ratio is something like 3X. He is currently Short this one.
INDUSTRIAL PRODUCTS
0 0 0 0 0
0 comments
James Hodgins

Chief Inve, Curvature Hedge Stra...

Price Price
$1.610
Owned Owned
Yes

DON'T BUY
Armtec Infrastructure(ARF-T) 

September 20, 2011

Had a major pull back but not looking inexpensive. Banks didn’t want to loan them any more money. Stuck with long term, non-profitable contracts. Management has been a disaster. There’s a huge class action lawsuit.
INDUSTRIAL PRODUCTS
0 0 0 0 0
0 comments
Had a major pull back but not looking inexpensive. Banks didn’t want to loan them any more money. Stuck with long term, non-profitable contracts. Management has been a disaster. There’s a huge class action lawsuit.
INDUSTRIAL PRODUCTS
0 0 0 0 0
0 comments
Lorne Steinberg

President , Lorne Steinberg Weal...

Price Price
$1.630
Owned Owned
Unknown

SELL
There is nothing in that infrastructure engineering space that he is excited about.
INDUSTRIAL PRODUCTS
0 0 0 0 0
0 comments
There is nothing in that infrastructure engineering space that he is excited about.
INDUSTRIAL PRODUCTS
0 0 0 0 0
0 comments
Jason Donville

President , Donville Kent Asset ...

Price Price
$2.400
Owned Owned
Unknown

DON'T BUY
Has had a Short position on this one for a while. Similar companies have got caught up into some real cost inflation on oil sands projects that they are servicing. This company also has a significant debt load.
INDUSTRIAL PRODUCTS
0 0 0 0 0
0 comments
Has had a Short position on this one for a while. Similar companies have got caught up into some real cost inflation on oil sands projects that they are servicing. This company also has a significant debt load.
INDUSTRIAL PRODUCTS
0 0 0 0 0
0 comments
James Hodgins

Chief Inve, Curvature Hedge Stra...

Price Price
$3.800
Owned Owned
Yes

BUY
Interesting because sometimes when these stocks get really hammered down, it is overdone. At these levels, the risk/reward is attractive. Very low multiple to BV.
INDUSTRIAL PRODUCTS
0 0 0 0 0
0 comments
Interesting because sometimes when these stocks get really hammered down, it is overdone. At these levels, the risk/reward is attractive. Very low multiple to BV.
INDUSTRIAL PRODUCTS
0 0 0 0 0
0 comments
Jason Donville

President , Donville Kent Asset ...

Price Price
$4.070
Owned Owned
No

DON'T BUY
Original business was producing pipe and drainage products but got into pre-cast concrete in the last couple of years. Had too much debt, violated their covenants and the bankers forced them to cut their dividend to zero.
INDUSTRIAL PRODUCTS
0 0 0 0 0
0 comments
Original business was producing pipe and drainage products but got into pre-cast concrete in the last couple of years. Had too much debt, violated their covenants and the bankers forced them to cut their dividend to zero.
INDUSTRIAL PRODUCTS
0 0 0 0 0
0 comments
Michael Simpson

Senior Vic, Sentry Investments...

Price Price
$3.160
Owned Owned
No

COMMENT
The whole market is in a corrective phase. Doesn’t know why it has fallen off in the last month. He owns the debentures of this one. Likes the business long term.
INDUSTRIAL PRODUCTS
0 0 0 0 0
0 comments
The whole market is in a corrective phase. Doesn’t know why it has fallen off in the last month. He owns the debentures of this one. Likes the business long term.
INDUSTRIAL PRODUCTS
0 0 0 0 0
0 comments
Sandy McIntyre

Vice-Chair, Sentry Select Capita...

Price Price
$10.500
Owned Owned
Yes

SELL
Big 13% decline. Obviously some bad news. It is continuing its drop. Start reducing it. Bounces after this will be considered by many as the selling point. Probably very unlikely you will see $13 again. Take out a third of position at a time.
INDUSTRIAL PRODUCTS
0 0 0 0 0
0 comments
Big 13% decline. Obviously some bad news. It is continuing its drop. Start reducing it. Bounces after this will be considered by many as the selling point. Probably very unlikely you will see $13 again. Take out a third of position at a time.
INDUSTRIAL PRODUCTS
0 0 0 0 0
0 comments
Jeff Parent B.

VP & Portf, Castlemoore Inc....

Price Price
$10.840
Owned Owned
Unknown

DON'T BUY
Manufacturer of piping for culverts, noise barriers and concrete bridges. Feels the balance sheet is a little stretched. Has grown significantly over the years but has layered on a lot of debt and they are paying out significant cash.
INDUSTRIAL PRODUCTS
0 0 0 0 0
0 comments
Manufacturer of piping for culverts, noise barriers and concrete bridges. Feels the balance sheet is a little stretched. Has grown significantly over the years but has layered on a lot of debt and they are paying out significant cash.
INDUSTRIAL PRODUCTS
0 0 0 0 0
0 comments
Andrew Hamlin

VP & Portf, Aston Hill Financial...

Price Price
$13.480
Owned Owned
No

Showing 1 to 15 of 67 entries
Successfully Saved Company
Successfully Saved Company
4+
JOIN THE DISCUSSION
4 comments in the last 7 days