Nice call on SHLL, too bad I just saw this lol. Our day will come, firmly believe it's just a matter of time on this one.

As far as SPACs I also like GRAF and NFIN which have warrants as well. GRAF transaction scheduled for Q3, and I believe NFIN is Q4 or Q1.

Been swamped man but you bet I'm still here! Nice add!! Holding my bag of 35K, just waiting for the market to wake up and notice.

IMHO the market will realize the mispricing the one of these days... just a waiting game.

Yeah I was thinking this as well. I just hope that they have a good explanation or that we are misunderstanding something.

Just emailed IR asking for clarity here. Will post response.

Yeah tbh I'll have to think on this... not thrilled at all at first glance.

Especially not after the strong day today...

Their IR rep told me specifically they wouldn't be selling more shares.

Might be time for another email their way.

I don't see an offering price here anywhere either do you?

Personally, I hope they're too expensive by then lol - but given that it's just us on this board you may very well have time haha. Grab 'em quick:)

Sure hope you're right Orca - holding 2.5M shares almost a year now.

Yeah I think the market is finally (just barely) starting to notice we are even here. I have >30K warrants lol, wish I had been able to buy more around .40, but still loaded another few thousand yesterday. Someone sold me theirs at .49 yesterday, which I could've sold in a few minutes for 20% profit... SMH.

Will be holding this bag until Atlas hits mid teens before ANY of these see the light of day again.

Fairly limited due to inability to share but here's a few more notes:
- Covid hasn't been adversely impacting the business, company has transitioned to remote working environment well
- Govt projects have been holding steady and even seeing acceleration in this environment
- Private projects a mixed bag, with some areas slowing while others doing well
- Current leverage sits around 3.3x, with covenant at 5.0x. They don't anticipate any risk of running into an issue here.
- Most of this is one time due to combination transaction, future acquisitions will be done through cash and equity, with an aim to pull leverage down over time
- Date of next earnings release should be announced within next 10 days
- Tone of analyst seemed positive about the future of the company

Confirmed that there will not be new shares issued but simply a conversion of Class B into Class A shares to raise the float. This is effectively the same as a company selling treasury stock, so this won't be dilutive.

Thanks EM, I have a call with them Tuesday. Anything you forgot to ask that I should bring up?

Please do update if you hear from IR, would love to know what they say. Definitely nice to at least get some news today. Can you clarify what you mean about the CS voting issue?

I’m not sure how to fix the board, I’m pretty new to actually posting on ihub.

@Equity Monster Curious - why is this board under canadian & 3d printing? May be easier for others to find if correctly categorized.

@EquityMonster - agreed on all points and I'm long warrants also. I also emailed IR asking for update.

Correction: "backed by Blackrock" - was thinking about $VVNT on this point... another good one!

MY ATCX 12 month PT - $20+

The company is projecting low end $74M in Ebitda in 2020.

Compare EV/Ebitda against the S&P - and this is a company backed by Blackrock, and with a history of successful acquisitions...

ATCXW details:
5 year warrants
11.50 strike price

You do the math.

Flying under the radar right now.

I think the warrants are going to SOAR.

My opinion only, do your own DD.
I am long ATCXW.

Would love to hear other perspectives!