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Added to YB: 2024-11-08

Pitch date: 2024-10-09

TVK.TO [neutral]

TerraVest Industries Inc.

+55.8%

current return

Author Info

No bio for this author

Company Info

TerraVest Industries Inc. manufactures and sells goods and services to agriculture, mining, energy production and distribution, chemical, utilities, transportation and construction, and other markets in Canada, the United States, and internationally.

Market Cap

CAD 2.7B

Pitch Price

CAD 98.46

Price Target

N/A

Dividend

0.56%

EV/EBITDA

15.95

P/E

31.96

EV/Sales

3.12

Sector

Energy Equipment and Services

Category

value

Show full summary:
Plural Investing Portfolio Holding: TerraVest Industries Inc.

TVK.TO significantly trimmed position: Acquirer of steel-based storage tank businesses. 35% p.a. returns for decade, 25% post-tax ROIC, mgmt owns 35%. Bought at C$35, now C$100. Expect continued strong returns but reduced position for new ideas. Mgmt selling partly due to potential tax hike.

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