Professional
Added to YB: 2025-05-02
Pitch date: 2025-04-16
E.TO [bullish]
Enterprise Group, Inc.
+5.47%
current return
Author Info
No bio for this author
Company Info
Enterprise Group, Inc., through its subsidiaries, operates as an equipment rental and construction services company in Canada.
Market Cap
CAD 102.1M
Pitch Price
CAD 1.28
Price Target
N/A
Dividend
N/A
EV/EBITDA
13.33
P/E
48.98
EV/Sales
3.72
Sector
Trading Companies and Distributors
Category
turnaround
Donville Kent Asset Management Added On Portfolio Holding: Enterprise Group, Inc.
E.TO (increased position): Stock down on disappointed Q4/Q1 results despite promising medium-term thesis. New nat gas turbines (10x reliability, 2x cheaper, safer, cleaner) entering energy sector adoption S-curve. 2022 tech rollout + 2024 capital raise for growth. LNG Canada & pipelines set stage for record 2025/2026. View correction as buying opportunity.
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