Napec Inc

NPC-T

Analysis and Opinions about NPC-T

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
March 27, 2018

(A Top Pick March 22, 2017. Up 85.23%). This was acquired by Oaktree earlier this year. He owns about 5% of the company and made 100% on his money in a year on this asset.

Napec Inc (NPC-T)
March 27, 2018

(A Top Pick March 22, 2017. Up 85.23%). This was acquired by Oaktree earlier this year. He owns about 5% of the company and made 100% on his money in a year on this asset.

Stephen Takacsy, B. Eng, MBA
Chief Investment Officer & Portfolio Mgr, Lester Asset Management
Price
$1.940
Owned
Yes
PAST TOP PICK
PAST TOP PICK
January 29, 2018

(A Top Pick Dec 12/16, Up 88.23%) At least one major shareholder is not tendering. We will see what happens in the next week or so. They announced quite a few contracts in the last few weeks. He has hung on to his shares, waiting for a higher price.

Napec Inc (NPC-T)
January 29, 2018

(A Top Pick Dec 12/16, Up 88.23%) At least one major shareholder is not tendering. We will see what happens in the next week or so. They announced quite a few contracts in the last few weeks. He has hung on to his shares, waiting for a higher price.

Stephen Takacsy, B. Eng, MBA
Chief Investment Officer & Portfolio Mgr, Lester Asset Management
Price
$1.930
Owned
Yes
PAST TOP PICK
PAST TOP PICK
December 11, 2017

(A Top Pick Dec 12/16, Up 95%) They were acquiring companies in the US and are getting acquired themselves. The amount of work going on in the US for infrastructure repair is huge. It will be a 20 or 30 year run and so were attractive. He is hanging on for a better bid.

Napec Inc (NPC-T)
December 11, 2017

(A Top Pick Dec 12/16, Up 95%) They were acquiring companies in the US and are getting acquired themselves. The amount of work going on in the US for infrastructure repair is huge. It will be a 20 or 30 year run and so were attractive. He is hanging on for a better bid.

Stephen Takacsy, B. Eng, MBA
Chief Investment Officer & Portfolio Mgr, Lester Asset Management
Price
$2.000
Owned
Yes
PAST TOP PICK
PAST TOP PICK
July 14, 2017

(A Top Pick June 9/16. Up 6.9%.) He is very pleased with this because it has been underwater for a time. It has reconstituted itself with a management change at the top. It’s into infrastructure and electrical systems. Feels it is on the way to becoming something quite important, especially in the Northeast US where they bought a subsidiary a couple of years ago.

Napec Inc (NPC-T)
July 14, 2017

(A Top Pick June 9/16. Up 6.9%.) He is very pleased with this because it has been underwater for a time. It has reconstituted itself with a management change at the top. It’s into infrastructure and electrical systems. Feels it is on the way to becoming something quite important, especially in the Northeast US where they bought a subsidiary a couple of years ago.

Michael Smedley
Exec VP & Chief Investment Officer, Morgan Meighan & Associates
Price
$1.240
Owned
Yes
BUY
BUY
June 26, 2017

They had very good results last quarter, but it is still a ‘show me’ story to a lot of people. There are big investors accumulating in the name. If management delivers on promises the stock price should go a lot higher.

Napec Inc (NPC-T)
June 26, 2017

They had very good results last quarter, but it is still a ‘show me’ story to a lot of people. There are big investors accumulating in the name. If management delivers on promises the stock price should go a lot higher.

Stephen Takacsy, B. Eng, MBA
Chief Investment Officer & Portfolio Mgr, Lester Asset Management
Price
$1.110
Owned
Yes
TOP PICK
TOP PICK
March 22, 2017

One of the leading construction and maintenance services to electrical and gas utilities. Over 80% of revenues come from the US. They will definitely benefit from more infrastructure spending, but have a huge backlog of work right now. The gas and electrical transmission lines in the US are being replaced and expanded. Made a couple of very accretive acquisitions which should start kicking in soon. Very cheap, trading at under 6X EBITDA. (Analysts’ price target is $1.38.)

Napec Inc (NPC-T)
March 22, 2017

One of the leading construction and maintenance services to electrical and gas utilities. Over 80% of revenues come from the US. They will definitely benefit from more infrastructure spending, but have a huge backlog of work right now. The gas and electrical transmission lines in the US are being replaced and expanded. Made a couple of very accretive acquisitions which should start kicking in soon. Very cheap, trading at under 6X EBITDA. (Analysts’ price target is $1.38.)

Stephen Takacsy, B. Eng, MBA
Chief Investment Officer & Portfolio Mgr, Lester Asset Management
Price
$1.050
Owned
Yes
COMMENT
COMMENT
December 14, 2016

A nice small-cap company. It is ignored in the rally at the moment. This is under new management. A service provider to the Public utility and heavy industrial markets, mainly in Québec and Ontario and eastern US. They build and maintain electrical transmission distribution grids as well as networks for gas utilities. He still likes this.

Napec Inc (NPC-T)
December 14, 2016

A nice small-cap company. It is ignored in the rally at the moment. This is under new management. A service provider to the Public utility and heavy industrial markets, mainly in Québec and Ontario and eastern US. They build and maintain electrical transmission distribution grids as well as networks for gas utilities. He still likes this.

Michael Smedley
Exec VP & Chief Investment Officer, Morgan Meighan & Associates
Price
$0.940
Owned
Yes
TOP PICK
TOP PICK
December 12, 2016

An infrastructure play. He came across this Quebec based company that provides services to gas and electricity companies with 80% in the North-East US. They are benefitting from a huge infrastructure program. The opportunities could grow as the US spends even more money on it. They have long established operations in the US with stellar reputations for execution and safety. No Dividend. (Analysts’ Target: $1.60)

Napec Inc (NPC-T)
December 12, 2016

An infrastructure play. He came across this Quebec based company that provides services to gas and electricity companies with 80% in the North-East US. They are benefitting from a huge infrastructure program. The opportunities could grow as the US spends even more money on it. They have long established operations in the US with stellar reputations for execution and safety. No Dividend. (Analysts’ Target: $1.60)

Stephen Takacsy, B. Eng, MBA
Chief Investment Officer & Portfolio Mgr, Lester Asset Management
Price
$0.940
Owned
Yes
TOP PICK
TOP PICK
June 9, 2016

Covered by one analyst. It is a turn around, re-org situation with a bright new management. It is going to forge upwards. It should start to move shortly. He loves to believe he is the first investor.

Napec Inc (NPC-T)
June 9, 2016

Covered by one analyst. It is a turn around, re-org situation with a bright new management. It is going to forge upwards. It should start to move shortly. He loves to believe he is the first investor.

Michael Smedley
Exec VP & Chief Investment Officer, Morgan Meighan & Associates
Price
$1.160
Owned
Yes
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