TGH
🚚 Tornado Infrastructure operates in a niche market, manufacturing specialized hydrovac trucks, which the analyst finds interesting.
📊 Financial metrics appear reasonable, with a decent P/E ratio, good ROIC, and stable (though sometimes negative) free cash flow, alongside double-digit revenue growth.
📈 The company is in an expansion phase, growing at double-digit rates, suggesting potential for significant future growth (‘Stairway to Heaven’).
@bernardodegarcia:
“Tornado Infrastructure, formerly known as Tornado Global Hydrovacs, is a Calgary-based manufacturer specializing in hydrovac trucks. Hydrovac trucks. Let me look that up because I have no idea. Ah, okay, okay, okay. Interesting. Very interesting. And it trades in Canada, right? TGH. Torrada infrastructure. There you have it now. Ooh, I like it. $190 million market cap. Okay, the P/E is good. Very good ROIC. Super stable free cash flow, although sometimes it’s negative, or was negative sometimes. Good revenue growth. The free cash flow yield is around 2%. Okay. And ah, it could be the beginning of a Stairway to Heaven. Eh, I don’t dislike it. Above all, I don’t dislike that it’s a business like, who wants to invest in a hydro-vacuum truck company? I imagine that’s how you say it in Spanish, right? It seems very interesting to me. They are in an early stage of expansion, growing at double digits. Where are they expanding to, Esteban?”
Watch the exact part of the video where Bernard talks about Tornado Infrastructure here:
Watch the video on YouTube
Read more articles analyzing Tornado Infrastructure (TGH) at the following link. TGH stock.
