Added to YB: 2025-04-17
Pitch date: 2025-04-13
NOA [bullish]
North American Construction Group Ltd.
-3.07%
current return
Author Info
No bio for this author
Company Info
North American Construction Group Ltd. provides mining and heavy civil construction services to customers in the resource development and industrial construction sectors in Australia, Canada, and the United States.
Market Cap
CAD 548.0M
Pitch Price
CAD 14.27
Price Target
N/A
Dividend
N/A
EV/EBITDA
3.68
P/E
14.74
EV/Sales
1.06
Sector
Energy Equipment and Services
Category
value
ClearBridge Canadian Small Cap Strategy New Position: North American Construction Group Ltd.
NOA (new position): Mining services provider to Canadian oil sands (25% rev), Australian coal/copper (55%) & civil projects. Equity undervalued due to unfounded concerns about oil sands contract structure & idle Canadian assets, which can be profitably redeployed to new Australian business. History of steady, profitable growth.
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