Portfolio +32.5% YTD, 2.2x the market since inception. AGX earnings breakdown, backlog explosion, and a fresh target price... all in a quicker Weekly while I escape Canada’s Night-King weather.
Great update on AGX. Going through their 10Qs, it looks like they have about $20/share in FCF over the trailing 12 months. A good chunk of this is prepayment for work contracted but not started and will be recognized as revenue going forward. Makes current valuation look very reasonable.
George
Great update on AGX. Going through their 10Qs, it looks like they have about $20/share in FCF over the trailing 12 months. A good chunk of this is prepayment for work contracted but not started and will be recognized as revenue going forward. Makes current valuation look very reasonable.
Mike Hostetler(will be subscribing soon)