North American Construction Group(NOA)
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CDN Maverick and NOA Lithium Amend the Nevasca Property Agreement
Newsfile· 2024-06-20 14:00
Vancouver, British Columbia--(Newsfile Corp. - June 20, 2024) - CDN Maverick Capital Corp. (CSE: CDN) (OTCQB: AXVEF) (FSE: A117RU) ("Maverick" or the "Company") is pleased to announce that, under the amended terms of the property agreement, it received $50,000 USD in cash and a total of 2,064,750 NOA Lithium Inc. (TSXV: NOAL) common shares as part of the third payment for CDN's Nevasca Lithium Project in Argentina. All other commercial terms of the original agreement remain unchanged. On June 12, 2024, NOAL ...
Should Value Investors Buy North American Construction Group (NOA) Stock?
zacks.com· 2024-05-23 22:41
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks. Of these, perhaps no stock market trend is more popular than value investing, which is a strategy that has proven to be successful in all sorts of market environments. Value investors rely on traditional forms of analysis on key valuation metrics t ...
North American Construction Group Ltd. Announces Voting Results of Annual Meeting of Shareholders
globenewswire.com· 2024-05-17 05:15
ACHESON, Alberta, May 16, 2024 (GLOBE NEWSWIRE) -- North American Construction Group Ltd. (“NACG” or “the Company”) (TSX:NOA/NYSE:NOA) today announced the results of its Annual Meeting of Shareholders held on May 15, 2024. Shareholders elected directors, approved the appointment of KPMG LLP as the independent auditors of the Company and approved a non-binding advisory vote regarding the Company’s approach to executive compensation. The following are the results of the votes held at the meeting: Withheld Vot ...
North American Construction Group Ltd. Announces Voting Results of Annual Meeting of Shareholders
Newsfilter· 2024-05-17 05:15
ACHESON, Alberta, May 16, 2024 (GLOBE NEWSWIRE) -- North American Construction Group Ltd. (“NACG” or “the Company”) (TSX:NOA/NYSE:NOA) today announced the results of its Annual Meeting of Shareholders held on May 15, 2024. Shareholders elected directors, approved the appointment of KPMG LLP as the independent auditors of the Company and approved a non-binding advisory vote regarding the Company’s approach to executive compensation. The following are the results of the votes held at the meeting: Withheld Vot ...
North American Construction Group(NOA) - 2024 Q1 - Earnings Call Transcript
2024-05-05 05:37
North American Construction Group Ltd. (NYSE:NOA) Q1 2024 Earnings Conference Call May 2, 2024 9:00 AM ET Company Participants Joe Lambert - President & Chief Executive Officer Jason Veenstra - Executive Vice President & Chief Financial Officer Conference Call Participants Tim Monachello - ATB Capital Markets Aaron MacNeil - TD Cowen Jacob Bout - CIBC Maxim Sytchev - National Bank Financial Frederic Bastien - Raymond James Adam Thalhimer - Thompson Davis Phil Goodrich - Goodrich & Company Operator Good morn ...
North American Construction (NOA) Misses Q1 Earnings Estimates
Zacks Investment Research· 2024-05-02 07:51
North American Construction (NOA) came out with quarterly earnings of $0.58 per share, missing the Zacks Consensus Estimate of $0.62 per share. This compares to earnings of $0.71 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of -6.45%. A quarter ago, it was expected that this heavy construction and mining services company would post earnings of $0.70 per share when it actually produced earnings of $0.64, delivering a surprise ...
Are Investors Undervaluing North American Construction Group (NOA) Right Now?
Zacks Investment Research· 2024-05-01 22:46
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks. Considering these trends, value investing is clearly one of the most preferred ways to find strong stocks in any type of market. Value investors rely on traditional forms of analysis on key valuation metrics to find stocks that they believe are und ...
North American Construction (NOA) Surpasses Market Returns: Some Facts Worth Knowing
Zacks Investment Research· 2024-04-27 07:16
公司股价表现 - North American Construction (NOA) 最新收盘价为 $22.07,较上一交易日上涨了 +1.28% [1] - 公司股价在过去一个月内下跌了 2.2%,超过了建筑行业的跌幅 6.08% 和标普500指数的跌幅 3.15% [2] 财务预测 - North American Construction 即将发布财报,预计每股收益为 $0.62,同比下降 12.68%,季度营收预计为 $217.28 百万美元,同比增长 21.1% [3] - Zacks Consensus Estimates 预计公司全年每股收益为 $3.28,营收为 $979.25 百万美元,同比增长分别为 +56.19% 和 +38.23% [4] 分析师评级 - 分析师对 North American Construction 的预期变化与股价表现密切相关,近期的预期修订反映了最新的短期业务趋势 [5] - Zacks Rank 模型考虑这些估计变化并提供运营评级,目前 North American Construction 的 Zacks Rank 为 1 (Strong Buy) [7] 市场比较 - 公司目前的前瞻市盈率为 6.64,相比行业平均前瞻市盈率 15.1,处于折价状态 [8] 行业评级 - 建筑产品 - 重型建筑行业属于建筑行业,目前的 Zacks Industry Rank 为 46,在所有 250+ 个行业中排名前 19% [9] - Zacks Industry Rank 通过测量组内个股的平均 Zacks Rank 来评估行业群体的实力,研究显示排名前 50% 的行业胜过后 50% 的行业 2 倍 [10]
North American Construction Group(NOA) - 2023 Q4 - Earnings Call Transcript
2024-03-15 03:26
财务数据和关键指标变化 - 2023年第四季度EBITDA超过1亿美元,创下公司历史新高,较上一季度增长70% [20] - 2023年第四季度收入和毛利总额较上一季度增加8300万美元,主要来自澳大利亚业务的增长 [21] - 2023年第四季度毛利率为18.4%,剔除努纳公司项目亏损影响后可达20% [25] - 2023年第四季度调整后每股收益为0.87美元,较上年同期下降0.23美元,主要受到努纳公司项目亏损和利息费用上升的影响 [28] 各条业务线数据和关键指标变化 - 澳大利亚业务在2023年第四季度的毛利率超过20%,属正常水平 [25] - 努纳公司在3个具体采矿项目上出现亏损,对整体毛利率产生7.5百万美元的负面影响 [25] - 2023年第四季度,Fargo-Moorhead洪水防御项目进展顺利,达到了进度目标和里程碑 [22] - 2023年第四季度,与Mikisew合资公司的翻新超大型矿卡和挖掘机业务收入持续增长 [23] 各个市场数据和关键指标变化 - 2023年第四季度,澳大利亚业务设备利用率在10月接近85%,但11月和12月由于降雨影响下降至70%左右 [21] - 2023年第四季度,加拿大油砂地区设备利用率较低,抵消了澳大利亚业务的正面影响 [21] 公司战略和发展方向及行业竞争 - 公司正在积极推进MacKellar公司的整合,并计划在2024年将其在澳大利亚的设备利用率提高至85%以上 [15][37] - 公司正在努力争取获得一个大型基础设施项目,以维持和增长基础设施业务 [33] - 公司正在寻求利用其在加拿大和澳大利亚闲置的较小型矿用设备的机会,争取获得相关项目 [34] - 公司正在优先提升运营和维护方面的专业能力,以提高设备利用率和竞争力 [35] - 公司正在努力将努纳公司恢复到卓越的运营水平,为其大型夏季项目奠定更加稳固的基础 [36] - 公司认为澳大利亚资源行业市场规模是加拿大的10倍,存在巨大的发展机遇 [65][68] 管理层对经营环境和未来前景的评论 - 管理层认为,尽管资源行业业务存在波动性,但公司过去5年的EBITDA和每股收益表现仍然令人印象深刻 [14] - 管理层表示,公司在加拿大的设备利用率目标为75%以上,在澳大利亚的目标为85%以上,对此充满信心 [15] - 管理层认为,澳大利亚资源行业市场需求强劲,客户愿意提前15个月就主要采矿合同进行续约,显示了该市场的强大 [37] - 管理层预计,2024年第一季度的业绩会相对较低,但这主要是由于Nuna公司项目完工、Fargo-Moorhead项目高峰施工期以及澳大利亚雨季等因素造成的暂时性影响 [51][52][89] 问答环节重要的提问和回答 问题1 **Yuri Lynk 提问** 询问Nuna公司项目亏损的情况,包括项目何时完工以及是否会对2024年一季度产生影响 [47][48] **Joe Lambert 回答** Nuna公司存在的问题主要集中在第四季度,这些项目已基本完工,公司已经采取措施改善,预计Nuna公司的夏季大型项目将如期开展,不会对2024年一季度产生持续影响 [48][49][50] 问题2 **Maxim Sytchev 提问** 询问公司在加拿大油砂业务和澳大利亚业务中采用设备租赁模式的原因和影响 [58][59] **Joe Lambert 回答** 采用设备租赁模式可以降低公司的风险,尽管会对收入产生一定影响,但整体影响并不大。这种模式为客户提供了更多灵活性,有利于降低他们的成本 [60][61][62][63] 问题3 **Aaron MacNeil 提问** 询问公司是否担心澳大利亚热电煤业务在未来续约时会面临监管或需求方面的挑战 [76] **Joe Lambert 回答** 公司认为澳大利亚煤炭行业,包括热电煤和焦煤,未来需求前景依然强劲,不会面临重大挑战,预计可以顺利续约 [77][78][79][80][81]
North American Construction Group(NOA) - 2024 Q1 - Quarterly Report
2024-03-14 06:09
DIGGING IN DOWN UNDER 2023 ANNUAL EVERYONE GETS HOME SAFE REPORT TABLE OF CONTENTS Financial Highlights ................................................. 2 Five-Year Trends ...................................................... 3 Letter to Shareholders ............................................ 4 2024 Vision ........................................................ ...