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wadegarret

11/13/24 2:52 PM

#118457 RE: Knowledge is King #118456

KIK- Infrastructure cycle is ending, not beginning

PRIM & STRL have gone like crazy for the last 2 years or so(up 200%), but I don't see it continuing much longer. SLND might have promise, but the sector is in the 9th inning IMO
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jtomm

11/13/24 3:50 PM

#118463 RE: Knowledge is King #118456

SLND - Hadn't heard of it before, but listened to the call and it's an intriguing story.

Link to the call without all the registration hassles, if anyone is interested:

https://earningscall.biz/e/amex/s/slnd/y/2024/q/q3
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valuemind

11/14/24 7:04 AM

#118502 RE: Knowledge is King #118456

Thanks, KIK, How much do you believe SLND will become profitable next year as CEO said? During CC, CEO emphasized that the company has the most cash in its history after being listed. It indeed has $42 million more cash than 9 months ago, but its debt and financing obligation rose $60 million, or $18 million more, why did CEO not mention faster rise of debt? Its contract assets decreased about $100 million compared to 9 months ago, but its contract liability increased $50 millions, does this mean worsening profitability in the foreseeable future?
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Knowledge is King

12/04/24 9:27 AM

#119271 RE: Knowledge is King #118456

SLND printing $3.60 pre-market; thanks to yielddude for the headsup on today's contract PR...