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gilead23

07/05/24 11:19 AM

#114109 RE: littlefish #114108

ADFJF there are mixed signals I see on their business.

Construction jobs continue to be strong, and added more in this mornings labor report. Given softness in residential especially multi-family it seems reasonable to presume there is real strength right now in their niche.

At the same time the ABI has looked kind of weak, and that leads construction by a year or so.

The CFO has been making some small buys which is obviously a positive.