Added to YB: 2026-01-26
Pitch date: 2026-01-22
AEP.V [bullish]
Atlas Engineered Products Ltd.
-6.67%
current return
Author Info
Canadian Value Investors is a value investing blog looking for ten baggers and focused primarily on small caps. Sign up for the newsletter.
Company Info
Atlas Engineered Products Ltd. designs, manufactures, and sells engineered roof trusses, floor trusses, and wall panels in Canada.
Market Cap
CAD 50.6M
Pitch Price
CAD 0.75
Price Target
N/A
Dividend
N/A
EV/EBITDA
13.20
P/E
-90.30
EV/Sales
1.11
Sector
Paper and Forest Products
Category
value
Atlas Engineered Products TSXV:AEP – Framing the future
AEP.V (new position): Canadian truss consolidator trading at ~$50M cap despite fragmented industry with structural labor shortages. Automated Clinton facility (Q2 launch) represents $14M bet on robotics via Trussmatic/Menards tech. Wall panels & 'lock-up packages' offer 3x revenue expansion vs trusses ($4-5/sqft to $12+/sqft). Housing starts +5% in 2025, CMHC targets 430-480K/yr vs 259K current. Credit risk elevated but TD supportive.
Read full article (14 min)