Summit Materials股票讨论区

The new board members' individual strengths and unique backgrounds are expected to be invaluable as Summit Materials integrates Argos USA and moves forward with its next phase of growth and value creation.

Summit Materials CEO, Anne Noonan, is thrilled about the company's new chapter, emphasizing the significant scale and advantaged geographic footprint of the combined entity. She also stressed the team's commitment to delivering synergy commitments and industry-leading returns for shareholders.

Marshall Moore's appointment is a positive step for Summit Materials, Inc. as it boosts its growth and value creation efforts. Moore's experience in implementing transformational change and excellence standards is expected to elevate the company's operating performance.

The lower P/E ratio for Summit Materials is due to predictions of shrinking earnings. Unless conditions improve, the low P/E and weaker earnings could prevent share prices from rising.

With the stock trading at industry multiples and the negative growth outlook, it might not be the best time to invest. Uncertainty and future potential losses suggest de-risking portfolios including SUM. Further SUM investment might be more appealing if the price drops below the industry PE ratio.

Philip Ng views Summit as potentially worth up to $50 per share following the Argos USA merger. He suggests a purchase price close to the low $40s for deal finalization, potentially costing around $6.5 billion.

Summit Materials announced an agreement to acquire Argos USA (US operations of Cementos Argos) for $3.2 bn, consisting of ~$1.2bn in cash (~40% of transaction value), and ~54.7mn shares of SUM stock (~60% of transaction value). According to SUM, Argos USA has installed cement clinker capacity of 6 mn tons and grinding capacity of 9.6 mn tons per annum, with nearl...

This is an US building materials company. My analysis showed that it is not a growth stock. Revenue growth was due to acquisitions that benefited from being in the uptrend part of the construction cycle.
Revenue growth did not translate into better operating performance. Without the one-off gains, current ROE would be in single digits.
The market priced SUM as a growth stock. Alternatively, the market thinks that the value of the reserves is not accounted for. In either case, the...