Added to YB: 2025-08-06
Pitch date: 2025-08-01
CNRD [neutral]
Conrad Industries, Inc.
+37.33%
current return
Author Info
No bio for this author
Company Info
Conrad Industries, Inc. operates as a shipbuilder in the United States. The company offers new construction, repair and conversion, engineering experts, computer-aided manufacturing, and LNG industry services.
Market Cap
$193.7M
Pitch Price
$18.75
Price Target
N/A
Dividend
N/A
EV/EBITDA
N/A
P/E
N/A
EV/Sales
N/A
Sector
Machinery
Category
value
Phenom Capital | 2025 1H Portfolio Review - Conrad Industries, Inc.
CNRD trimmed position: Conrad Industries up >40% YTD but still cheap after killer Q1. Original discovery at ~$7/share was best setup ever seen. Thesis tracking well despite 50% steel tariffs. Still growth potential in earnings. Trimmed only due to portfolio allocation size.
Read full article (1 min)