View ValuationThis company listing is no longer activeThis company may still be operating, however this listing is no longer active. Find out why through their latest events.See Latest EventsLogistec 将来の成長Future 基準チェック /06現在、 Logistecの成長と収益を予測するのに十分なアナリストの調査がありません。主要情報n/a収益成長率n/aEPS成長率Infrastructure 収益成長9.3%収益成長率n/a将来の株主資本利益率n/aアナリストカバレッジNone最終更新日n/a今後の成長に関する最新情報更新なしすべての更新を表示Recent updatesお知らせ • Dec 16LOGISTEC Appoints Nathalie Viens as the New President of Its Water and Environment DivisionLOGISTEC announced the appointment of Nathalie Viens as President of its Water and Environment Division. Nathalie brings with her a wealth of experience in leading global operations in a variety of industries, including investment, asset management, consulting, engineering and construction, infrastructure and resources. She is recognized for her expertise in transforming and executing corporate strategies that significantly improve operational efficiency. Nathalie Viens is known for her result-driven leadership style, her passion for inspiring teams and her ability to drive transformation. Throughout her career, she has demonstrated strong profit and loss management, overseeing companies and portfolios comprising multi-site and diversified operations such as service sites, operating plants and multi-year PPP commitments. Prior to joining ALTRA | SANEXEN, Nathalie was Managing Director and Head of Private Infrastructure Asset Management at CBRE Investment Management. As operating partner at the Caisse de dépôt et placement du Québec(CDPQ), she was responsible for developing asset management strategies and supporting operational improvements across a global portfolio. Her previous roles also include senior management positions at Veolia Canada, AtkinsRéalis and Accenture. Over the past 5 years, as part of her role in the investment industry, Nathalie has sat on various boards such as WanRack (FTTH company), Forum Mobility (Heavy Vehicle Charging Infrastructure) and Connect Bus (Bus Transport Company), Energir, Transportadora Associada de Gás S. A. (natural gas transmission), Student Transportation of America (school bus services), Plenary Americas (PPP), FiBrasil (neutral fiber assets) and Transmissoras Unidas de Energia (electrical transmission). Nathalie holds an engineering degree and a master's degree (M.Sc. A) in chemical engineering, and is a member of the Ordre des Ingénieurs du Québec. She is also a certified director (C.Dir) and PMP certified.お知らせ • Aug 14Logistec Corporation Appoints Patrick Burgoyne as Chief Strategy Officer to Drive the Company's Strategic Growth PlanLogistec Corporation announced the appointment of Patrick Burgoyne as Chief Strategy Officer. Mr. Burgoyne brings his global perspective and in-depth logistics knowledge to LOGISTEC and will further accelerate the company's growth of marine services throughout North America and internationally. Patrick has led top international companies, giving him unique insight into the competitive landscape. With over 25 years of experience in the marine industry, Mr. Burgoyne will articulate strategies and ensure alignment across the organization, actively building upon LOGISTEC's technology-driven focus to deliver new value to their customers.お知らせ • May 10LOGISTEC Corporation Announces the Appointment of Susan Bray to the Board of DirectorsLOGISTEC Corporation announced the appointment of Susan Bray to the Board of Directors, effective immediately. An executive director and management board member, Ms. Bray will bring her strategic mindset and in-depth logistics knowledge and international supply chain expertise to the Board, which oversees LOGISTEC's marine and environmental services offered throughout North America. Throughout her career in the steel industry, Ms. Bray held leadership positions at U.S. Steel Texas Works, Thyssen Steel Group, MAN Ferrostaal and ArcelorMittal. In 2023, Ms. Bray started Braybridge Logistics Consultants, LLC to further service heavy industries in need of broad-based, strategic, logistics expertise. Based in Houston, Texas, Ms. Bray currently sits on the Advisory Board of the Great Lakes Pilotage Association. She has served on the boards of various steel, logistics and trade related committees and maintains active membership in several organizations. She is a sought-after speaker at trade, labor, logistics and steel related seminars and conferences.お知らせ • Jan 11Logistec Corporation CL A & Class B Subordinate Voting Shares to Be Deleted from OTC EquityLogistec Corporation CL A & Class B Subordinate Voting Shares (Canada) will be deleted from OTC Equity effective January 11, 2024, due to Acquisition /Merger /Amalgamation.お知らせ • Jan 10Stonepeak Partners LP along with certain funds managed by Blue Wolf Capital Partners LLC completed the acquisition of Logistec Corporation (TSX:LGT.B) from Sumanic Investments Inc. and others.Stonepeak Partners LP along with certain funds managed by Blue Wolf Capital Partners LLC entered into an arrangement agreement to acquire Logistec Corporation (TSX:LGT.B) from Sumanic Investments Inc. and others for approximately CAD 870 million on October 15, 2023. certain funds managed by Blue Wolf Capital Partners LLC and Stonepeak Partners LP will acquire Logistec Corporation for CAD 67 per share in cash. Purchaser have received an equity commitment letter and debt commitment letter for the financing of acquisition. The consideration offered under the transaction represents a 61.2% premium to the unaffected 20-day volume-weighted average trading price per Class A Common Share and a 62.2% premium to the unaffected 20-day volume-weighted average trading price per Class B Subordinate Voting Share on the Toronto Stock Exchange on May 19, 2023, the last trading day prior to the announcement of the strategic review process, and a 14.5% premium to the 20-day volume weighted average trading price per Class A Common Share and a 9.9% premium to the 20-day volume-weighted average trading price per Class B Subordinate Voting Share on the Toronto Stock Exchange on October 13, 2023. Following completion of the transaction, the Corporation will become a privately held company and will apply to cease to be a reporting issuer under Canadian securities laws and the Class A Common Shares and Class B Subordinate Voting Shares will no longer be publicly traded on the Toronto Stock Exchange. Blue Wolf is funding its portion of the purchase price with capital it manages on behalf of its limited partners via private equity fund capital as well as select co-investors, together with an additional preferred investment in the Purchaser by Stonepeak. A termination fee of CAD 32 million would be payable by the Corporation to the Purchaser in certain circumstances, including in the context of a superior proposal supported by the Corporation. The Corporation would also be entitled to a reverse termination fee of CAD 59 million if the transaction is not completed in certain circumstances.LOGISTEC's Board of Directors has evaluated the Arrangement Agreement with the Corporation's management and legal and financial advisors, and following the receipt and review of the unanimous recommendation of the Special Committee, the Board of Directors has unanimously determined that the transaction is in the best interests of LOGISTEC and is fair to its shareholders, and unanimously recommends that LOGISTEC's shareholders approve the transaction. As of December 18, 2023, LOGISTEC's shareholders have approved the previously announced plan of arrangement. The transaction will be implemented by way of a plan of arrangement under the Business Corporations Act (Québec) and is expected to close in the first quarter of 2024, subject to customary closing conditions, including the receipt of regulatory approvals and clearances in Canada and the United States, LOGISTEC shareholder approval and Court approval. The transaction is not subject to any financing condition. As of December 22, 2023, Superior Court of Québec has issued a final order and approved the transaction. The transaction is expected to close during the week of January 8, 2024. TD Securities Inc. is acting as exclusive financial advisor to the Corporation and Blair Franklin Capital Partners Inc. is acting as independent financial advisor to the Special Committee. Rothschild & Co is acting as exclusive financial advisor to Blue Wolf. William J. Braithwaite and David Massé of Stikeman Elliott LLP acting as independent legal advisors to the Special Committee and Jean Michel Lapierre and Caitlin Rose of Fasken Martineau DuMoulin LLP and K&L Gates LLP as legal advisors to the Corporation. Robin Mahood of McCarthy Tétrault LLP and Laura Delanoy of Willkie Farr & Gallagher LLP are acting as legal advisors to Blue Wolf. Davies Ward Phillips & Vineberg LLP is acting as legal advisor to Sumanic Investments Inc. Blair Franklin Capital Partners acted as fairness opinion to the board of Logistec Corporation.Stonepeak Partners LP along with certain funds managed by Blue Wolf Capital Partners LLC completed the acquisition of Logistec Corporation (TSX:LGT.B) from Sumanic Investments Inc. and others on January 8, 2024. Sean Pierce has been named chief executive officer of Logistec. In connection with the acquisition, a new board of Logistec also has been constituted, with representatives from Blue Wolf and Stonepeak joined by Jean-Jacques Ruest and Michael Moore. Following this transaction, Logistec's headquarters will remain in Montreal.Upcoming Dividend • Dec 26Upcoming dividend of CA$0.13 per share at 0.8% yieldEligible shareholders must have bought the stock before 02 January 2024. Payment date: 17 January 2024. Payout ratio is a comfortable 25% and this is well supported by cash flows. Trailing yield: 0.8%. Lower than top quartile of Canadian dividend payers (6.5%). Lower than average of industry peers (3.3%).お知らせ • Dec 07Logistec Corporation Declares Quarterly Dividends, Payable on January 17, 2024The Board of Directors of LOGISTEC Corporation announced that it has declared quarterly dividends of $0.11782 per share on all outstanding Class A Common Shares and $0.12959 per share on all outstanding Class B Subordinate Voting Shares. The dividends will be paid on January 17, 2024 to all LOGISTEC Corporation shareholders of record at the close of business on January 3, 2024. This dividend is an eligible dividend for Canada Revenue Agency purposes.お知らせ • Oct 18Stonepeak Partners LP along with certain funds managed by Blue Wolf Capital Partners LLC entered into an arrangement agreement to acquire Logistec Corporation (TSX:LGT.B) from Sumanic Investments Inc. and others for approximately CAD 860 million.Stonepeak Partners LP along with certain funds managed by Blue Wolf Capital Partners LLC entered into an arrangement agreement to acquire Logistec Corporation (TSX:LGT.B) from Sumanic Investments Inc. and others for approximately CAD 860 million on October 16, 2023. certain funds managed by Blue Wolf Capital Partners LLC and Stonepeak Partners LP will acquire Logistec Corporation for CAD 67 per share in cash. The consideration offered under the transaction represents a 61.2% premium to the unaffected 20-day volume-weighted average trading price per Class A Common Share and a 62.2% premium to the unaffected 20-day volume-weighted average trading price per Class B Subordinate Voting Share on the Toronto Stock Exchange on May 19, 2023, the last trading day prior to the announcement of the strategic review process, and a 14.5% premium to the 20-day volume weighted average trading price per Class A Common Share and a 9.9% premium to the 20-day volume-weighted average trading price per Class B Subordinate Voting Share on the Toronto Stock Exchange on October 13, 2023. Following completion of the transaction, the Corporation will become a privately held company and will apply to cease to be a reporting issuer under Canadian securities laws and the Class A Common Shares and Class B Subordinate Voting Shares will no longer be publicly traded on the Toronto Stock Exchange. Blue Wolf is funding its portion of the purchase price with capital it manages on behalf of its limited partners via private equity fund capital as well as select co-investors, together with an additional preferred investment in the Purchaser by Stonepeak. A termination fee of CAD 32 million would be payable by the Corporation to the Purchaser in certain circumstances, including in the context of a superior proposal supported by the Corporation. The Corporation would also be entitled to a reverse termination fee of CAD 59 million if the transaction is not completed in certain circumstances. LOGISTEC's Board of Directors has evaluated the Arrangement Agreement with the Corporation's management and legal and financial advisors, and following the receipt and review of the unanimous recommendation of the Special Committee, the Board of Directors has unanimously determined that the transaction is in the best interests of LOGISTEC and is fair to its shareholders, and unanimously recommends that LOGISTEC's shareholders approve the transaction. The transaction will be implemented by way of a plan of arrangement under the Business Corporations Act (Québec) and is expected to close in the first quarter of 2024, subject to customary closing conditions, including the receipt of regulatory approvals and clearances in Canada and the United States, LOGISTEC shareholder approval and Court approval. The transaction is not subject to any financing condition. TD Securities Inc. is acting as exclusive financial advisor to the Corporation and Blair Franklin Capital Partners Inc. is acting as independent financial advisor to the Special Committee. Rothschild & Co is acting as exclusive financial advisor to Blue Wolf. Stikeman Elliott LLP is acting as independent legal advisor to the Special Committee and Fasken Martineau DuMoulin LLP and K&L Gates LLP as legal advisors to the Corporation. McCarthy Tétrault LLP and Willkie Farr & Gallagher LLP are acting as legal advisors to Blue Wolf. Davies Ward Phillips & Vineberg LLP is acting as legal advisor to Sumanic Investments Inc. Blair Franklin Capital Partners acted as fairness opinion to the board of Logistec Corporation.Upcoming Dividend • Sep 14Upcoming dividend of CA$0.13 per share at 0.8% yieldEligible shareholders must have bought the stock before 21 September 2023. Payment date: 06 October 2023. Payout ratio is a comfortable 16% and this is well supported by cash flows. Trailing yield: 0.8%. Lower than top quartile of Canadian dividend payers (6.3%). Lower than average of industry peers (3.6%).New Risk • Aug 03New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 2.6x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. This is currently the only risk that has been identified for the company.Reported Earnings • Aug 02Second quarter 2023 earnings released: EPS: CA$0.25 (vs CA$1.01 in 2Q 2022)Second quarter 2023 results: EPS: CA$0.25 (down from CA$1.01 in 2Q 2022). Revenue: CA$245.0m (up 12% from 2Q 2022). Net income: CA$3.22m (down 75% from 2Q 2022). Profit margin: 1.3% (down from 5.9% in 2Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has increased by 26% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Aug 02Logistec Corporation Declares Quarterly Dividends, Payable on October 6, 2023The Board of Directors of LOGISTEC Corporation has declared quarterly dividends of $0.11782 per share on all outstanding Class A Common Shares and $0.12959 per share on all outstanding Class B Subordinate Voting Shares. The dividends will be paid on October 6, 2023 to all LOGISTEC Corporation shareholders of record at the close of business on September 22, 2023. This dividend is an eligible dividend for Canada Revenue Agency purposes.分析記事 • Jun 16Estimating The Intrinsic Value Of Logistec Corporation (TSE:LGT.B)Key Insights Using the 2 Stage Free Cash Flow to Equity, Logistec fair value estimate is CA$72.89 With CA$65.00 share...Upcoming Dividend • Jun 14Upcoming dividend of CA$0.13 per share at 0.8% yieldEligible shareholders must have bought the stock before 21 June 2023. Payment date: 07 July 2023. Payout ratio is a comfortable 13% and this is well supported by cash flows. Trailing yield: 0.8%. Lower than top quartile of Canadian dividend payers (6.3%). Lower than average of industry peers (3.4%).分析記事 • May 24Here's Why Logistec (TSE:LGT.B) Can Manage Its Debt ResponsiblyDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Valuation Update With 7 Day Price Move • May 24Investor sentiment improves as stock rises 36%After last week's 36% share price gain to CA$55.75, the stock trades at a trailing P/E ratio of 14.1x. Average trailing P/E is 11x in the Infrastructure industry in North America. Total returns to shareholders of 88% over the past three years.お知らせ • May 22Logistec Principal Shareholder Expresses Interest in Shedding StakeLogistec Corporation (TSX:LGT.B) on May 19, 2023 said its principal shareholder, Sumanic Investments Inc., informed the board of its interest in considering a partial or whole sale of its stake in the company. The cargo-handling company said Sumanic also informed the board of its desire for the company to initiate a process to pursue a strategic transaction in the interest of shareholders in order to maximize shareholder value. The board has formed a special committee of independent directors to consider the request to review strategic alternatives, including a potential sale, and make recommendations to the board, Logistec said. Sumanic controls about 78% of the company's voting rights, according to Logistec's website.Reported Earnings • May 05First quarter 2023 earnings released: CA$0.71 loss per share (vs CA$0.46 loss in 1Q 2022)First quarter 2023 results: CA$0.71 loss per share (further deteriorated from CA$0.46 loss in 1Q 2022). Revenue: CA$158.9m (up 12% from 1Q 2022). Net loss: CA$9.05m (loss widened 50% from 1Q 2022). Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.お知らせ • May 04Logistec Corporation Declares Quarterly Dividends on Shares, Payable on July 7, 2023The Board of Directors of LOGISTEC Corporation announced that it has declared quarterly dividends of $0.11782 per share on all outstanding Class A Common Shares and $0.12959 per share on all outstanding Class B Subordinate Voting Shares. The dividends will be paid on July 7, 2023 to all LOGISTEC Corporation shareholders of record at the close of business on June 22, 2023. This dividend is an eligible dividend for Canada Revenue Agency purposes.Reported Earnings • Mar 24Full year 2022 earnings releasedFull year 2022 results: Revenue: CA$897.6m (up 21% from FY 2021). Net income: CA$53.5m (up 18% from FY 2021). Profit margin: 6.0% (down from 6.1% in FY 2021). The decrease in margin was driven by higher expenses.Upcoming Dividend • Dec 23Upcoming dividend of CA$0.13 per shareEligible shareholders must have bought the stock before 30 December 2022. Payment date: 17 January 2023. Payout ratio is a comfortable 11% and this is well supported by cash flows. Trailing yield: 1.3%. Lower than top quartile of Canadian dividend payers (6.0%). Lower than average of industry peers (3.9%).Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Director Mike Dodson was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Nov 04Third quarter 2022 earnings releasedThird quarter 2022 results: Revenue: CA$284.2m (up 20% from 3Q 2021). Net income: CA$31.6m (up 18% from 3Q 2021). Profit margin: 11% (in line with 3Q 2021).分析記事 • Sep 16Logistec (TSE:LGT.B) Is Increasing Its Dividend To CA$0.1296The board of Logistec Corporation ( TSE:LGT.B ) has announced that it will be paying its dividend of CA$0.1296 on the...Upcoming Dividend • Sep 15Upcoming dividend of CA$0.13 per shareEligible shareholders must have bought the stock before 22 September 2022. Payment date: 07 October 2022. Payout ratio is a comfortable 12% but the company is paying out more than the cash it is generating. Trailing yield: 1.4%. Lower than top quartile of Canadian dividend payers (5.6%). Lower than average of industry peers (3.8%).分析記事 • Aug 11Logistec's (TSE:LGT.B) Upcoming Dividend Will Be Larger Than Last Year'sThe board of Logistec Corporation ( TSE:LGT.B ) has announced that it will be paying its dividend of CA$0.1296 on the...Reported Earnings • Aug 05Second quarter 2022 earnings released: EPS: CA$1.00 (vs CA$0.79 in 2Q 2021)Second quarter 2022 results: EPS: CA$1.00 (up from CA$0.79 in 2Q 2021). Revenue: CA$219.0m (up 27% from 2Q 2021). Net income: CA$13.0m (up 27% from 2Q 2021). Profit margin: 5.9% (in line with 2Q 2021). Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Jun 15Upcoming dividend of CA$0.11 per shareEligible shareholders must have bought the stock before 22 June 2022. Payment date: 08 July 2022. Payout ratio is a comfortable 12% and this is well supported by cash flows. Trailing yield: 1.1%. Lower than top quartile of Canadian dividend payers (5.1%). Lower than average of industry peers (3.6%).分析記事 • May 14Logistec (TSE:LGT.B) Has Re-Affirmed Its Dividend Of CA$0.11Logistec Corporation ( TSE:LGT.B ) has announced that it will pay a dividend of CA$0.11 per share on the 8th of July...Board Change • May 11Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Director Mike Dodson was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • May 06First quarter 2022 earnings released: CA$1.06 loss per share (vs CA$0.44 loss in 1Q 2021)First quarter 2022 results: CA$1.06 loss per share (down from CA$0.44 loss in 1Q 2021). Revenue: CA$141.4m (up 35% from 1Q 2021). Net loss: CA$6.02m (loss widened 5.1% from 1Q 2021). Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.分析記事 • Mar 24Logistec (TSE:LGT.B) Has Announced A Dividend Of CA$0.11Logistec Corporation's ( TSE:LGT.B ) investors are due to receive a payment of CA$0.11 per share on 14th of April. This...Reported Earnings • Mar 19Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: EPS: CA$3.47 (up from CA$2.53 in FY 2020). Revenue: CA$743.7m (up 23% from FY 2020). Net income: CA$45.4m (up 39% from FY 2020). Profit margin: 6.1% (up from 5.4% in FY 2020). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 9.4%. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.Upcoming Dividend • Dec 24Upcoming dividend of CA$0.11 per shareEligible shareholders must have bought the stock before 31 December 2021. Payment date: 18 January 2022. Payout ratio is a comfortable 12% and this is well supported by cash flows. Trailing yield: 1.0%. Lower than top quartile of Canadian dividend payers (4.7%). Lower than average of industry peers (3.1%).分析記事 • Dec 13Logistec (TSE:LGT.B) Has Announced A Dividend Of CA$0.11The board of Logistec Corporation ( TSE:LGT.B ) has announced that it will pay a dividend of CA$0.11 per share on the...Reported Earnings • Nov 11Third quarter 2021 earnings released: EPS CA$2.05 (vs CA$1.58 in 3Q 2020)The company reported a solid third quarter result with improved earnings and revenues, although profit margins were flat. Third quarter 2021 results: Revenue: CA$236.2m (up 23% from 3Q 2020). Net income: CA$26.7m (up 31% from 3Q 2020). Profit margin: 11% (in line with 3Q 2020). Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.Upcoming Dividend • Sep 16Upcoming dividend of CA$0.11 per shareEligible shareholders must have bought the stock before 23 September 2021. Payment date: 08 October 2021. Trailing yield: 1.0%. Lower than top quartile of Canadian dividend payers (4.5%). Lower than average of industry peers (2.8%).分析記事 • Sep 09Logistec's (TSE:LGT.B) Shareholders Will Receive A Bigger Dividend Than Last YearLogistec Corporation ( TSE:LGT.B ) will increase its dividend on the 8th of October to CA$0.11. This takes the annual...Recent Insider Transactions • Sep 02Insider recently sold CA$125k worth of stockOn the 30th of August, Benoit Côté sold around 3k shares on-market at roughly CA$44.50 per share. In the last 3 months, they made an even bigger sale worth CA$220k. Insiders have been net sellers, collectively disposing of CA$285k more than they bought in the last 12 months.分析記事 • Aug 10Logistec (TSE:LGT.B) Will Pay A Larger Dividend Than Last Year At CA$0.11Logistec Corporation ( TSE:LGT.B ) has announced that it will be increasing its dividend on the 8th of October to...Reported Earnings • Aug 09Second quarter 2021 earnings released: EPS CA$0.79 (vs CA$0.36 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: CA$172.6m (up 40% from 2Q 2020). Net income: CA$10.2m (up 123% from 2Q 2020). Profit margin: 5.9% (up from 3.7% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.Recent Insider Transactions • Jun 23Insider recently sold CA$220k worth of stockOn the 16th of June, Benoit Côté sold around 5k shares on-market at roughly CA$44.00 per share. This was the largest sale by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.Recent Insider Transactions Derivative • Jun 13President exercised options to buy CA$1.8m worth of stock.On the 8th of June, Madeleine Paquin exercised options to buy 39k shares at a strike price of around CA$36.92, costing a total of CA$1.4m. This transaction amounted to 18% of their direct individual holding at the time of the trade. Since June 2020, Madeleine has owned 220.40k shares directly. This was the only transaction from an insider over the last 12 months.Upcoming Dividend • Jun 11Upcoming dividend of CA$0.10 per shareEligible shareholders must have bought the stock before 18 June 2021. Payment date: 05 July 2021. Trailing yield: 0.9%. Lower than top quartile of Canadian dividend payers (4.5%). Lower than average of industry peers (2.6%).分析記事 • May 27Returns On Capital Signal Tricky Times Ahead For Logistec (TSE:LGT.B)If you're looking for a multi-bagger, there's a few things to keep an eye out for. Typically, we'll want to notice a...分析記事 • May 11Here's Why I Think Logistec (TSE:LGT.B) Might Deserve Your Attention TodayFor beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...Executive Departure • May 08Independent Director has left the companyOn the 4th of May, Serge Dubreuil's tenure in the role of Independent Director ended. We don't have any record of a personal shareholding under Serge's name. A total of 2 executives have left over the last 12 months.Executive Departure • May 08Independent Chairman James Cherry has left the companyOn the 4th of May, James Cherry's tenure as Independent Chairman ended after 2.0 years in the role. We don't have any record of a personal shareholding under James' name. A total of 2 executives have left over the last 12 months.分析記事 • Apr 28Shareholders May Be More Conservative With Logistec Corporation's (TSE:LGT.B) CEO Compensation For NowIn the past three years, shareholders of Logistec Corporation ( TSE:LGT.B ) have seen a loss on their investment...Upcoming Dividend • Mar 24Upcoming dividend of CA$0.10 per shareEligible shareholders must have bought the stock before 31 March 2021. Payment date: 15 April 2021. Trailing yield: 1.0%. Lower than top quartile of Canadian dividend payers (4.9%). Lower than average of industry peers (2.9%).Reported Earnings • Mar 19Full year 2020 earnings released: EPS CA$2.53 (vs CA$2.05 in FY 2019)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2020 results: Revenue: CA$604.7m (down 5.5% from FY 2019). Net income: CA$32.6m (up 25% from FY 2019). Profit margin: 5.4% (up from 4.1% in FY 2019). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.分析記事 • Mar 09We Think Logistec (TSE:LGT.B) Can Stay On Top Of Its DebtDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...分析記事 • Feb 22The Returns At Logistec (TSE:LGT.B) Provide Us With Signs Of What's To ComeWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...分析記事 • Feb 05Do Logistec's (TSE:LGT.B) Earnings Warrant Your Attention?It's only natural that many investors, especially those who are new to the game, prefer to buy shares in 'sexy' stocks...分析記事 • Jan 21Would Logistec Corporation (TSE:LGT.B) Be Valuable To Income Investors?Dividend paying stocks like Logistec Corporation ( TSE:LGT.B ) tend to be popular with investors, and for good reason...分析記事 • Jan 05What Kind Of Investors Own Most Of Logistec Corporation (TSE:LGT.B)?If you want to know who really controls Logistec Corporation ( TSE:LGT.B ), then you'll have to look at the makeup of...分析記事 • Dec 21Logistec's (TSE:LGT.B) Stock Price Has Reduced 11% In The Past Three YearsWhile not a mind-blowing move, it is good to see that the Logistec Corporation ( TSE:LGT.B ) share price has gained 17...Is New 90 Day High Low • Dec 08New 90-day high: CA$38.70The company is up 16% from its price of CA$33.50 on 08 September 2020. The Canadian market is up 10.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Infrastructure industry, which is up 22% over the same period.分析記事 • Dec 07These 4 Measures Indicate That Logistec (TSE:LGT.B) Is Using Debt Reasonably WellSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Is New 90 Day High Low • Nov 20New 90-day high: CA$34.99The company is up 4.0% from its price of CA$33.80 on 20 August 2020. The Canadian market is also up 4.0% over the last 90 days, indicating the company’s price trend is similar to the market over that time. However, it underperformed the Infrastructure industry, which is up 9.0% over the same period.Reported Earnings • Nov 06Third quarter 2020 earnings released: EPS CA$2.77The company reported a decent third quarter result with improved earnings and profit margins, although revenues were weaker. Third quarter 2020 results: Revenue: CA$191.8m (down 1.8% from 3Q 2019). Net income: CA$20.5m (up 18% from 3Q 2019). Profit margin: 11% (up from 8.9% in 3Q 2019). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings. このセクションでは通常、投資家が会社の利益創出能力を理解する一助となるよう、プロのアナリストのコンセンサス予想に基づく収益と利益の成長予測を提示する。しかし、Logistec は十分な過去のデータを提供しておらず、アナリストの予測もないため、過去のデータを外挿したり、アナリストの予測を使用しても、その将来の収益を確実に算出することはできません。 シンプリー・ウォール・ストリートがカバーする企業の97%は過去の財務データを持っているため、これはかなり稀な状況です。 業績と収益の成長予測TSX:LGT.B - アナリストの将来予測と過去の財務データ ( )CAD Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数9/30/202396427103166N/A6/24/20239414184135N/A3/25/20239155162120N/A12/31/2022898544699N/A9/24/2022875531265N/A6/25/202282748255N/A3/26/2022780453280N/A12/31/2021744453580N/A9/25/2021693445994N/A6/26/20216493871104N/A3/27/20216003277103N/A12/31/20206053385108N/A9/26/2020599316991N/A6/27/2020602287699N/A3/28/2020635305786N/A12/31/2019640263671N/A9/28/2019635183163N/A6/29/2019624232553N/A3/30/2019617192950N/A12/31/2018585184359N/A9/29/2018562283449N/A6/30/2018545171532N/A3/31/2018498192039N/A12/31/2017476272244N/A9/30/2017426232661N/A6/24/201736121N/A59N/A3/25/201733917N/A53N/A12/31/201634319N/A27N/A9/24/201634018N/A17N/A6/25/201635321N/A28N/A3/26/201636226N/A25N/A12/31/201535829N/A41N/A9/26/201535229N/A39N/A6/27/201533028N/A37N/A3/28/201532029N/A51N/A12/31/201432231N/A49N/A9/27/201431530N/A38N/A6/28/201431030N/A46N/A3/29/201430430N/A44N/A12/31/201329828N/A44N/A9/28/201328727N/A46N/A6/29/201327723N/A35N/A3/30/201326419N/A26N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: LGT.Bの予測収益成長が 貯蓄率 ( 1.9% ) を上回っているかどうかを判断するにはデータが不十分です。収益対市場: LGT.Bの収益がCanadian市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です高成長収益: LGT.Bの収益が今後 3 年間で 大幅に 増加すると予想されるかどうかを判断するにはデータが不十分です。収益対市場: LGT.Bの収益がCanadian市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です。高い収益成長: LGT.Bの収益が年間20%よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です。一株当たり利益成長率予想将来の株主資本利益率将来のROE: LGT.Bの 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です成長企業の発掘7D1Y7D1Y7D1YTransportation 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2024/01/10 10:39終値2024/01/09 00:00収益2023/09/30年間収益2022/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Logistec Corporation これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。0
お知らせ • Dec 16LOGISTEC Appoints Nathalie Viens as the New President of Its Water and Environment DivisionLOGISTEC announced the appointment of Nathalie Viens as President of its Water and Environment Division. Nathalie brings with her a wealth of experience in leading global operations in a variety of industries, including investment, asset management, consulting, engineering and construction, infrastructure and resources. She is recognized for her expertise in transforming and executing corporate strategies that significantly improve operational efficiency. Nathalie Viens is known for her result-driven leadership style, her passion for inspiring teams and her ability to drive transformation. Throughout her career, she has demonstrated strong profit and loss management, overseeing companies and portfolios comprising multi-site and diversified operations such as service sites, operating plants and multi-year PPP commitments. Prior to joining ALTRA | SANEXEN, Nathalie was Managing Director and Head of Private Infrastructure Asset Management at CBRE Investment Management. As operating partner at the Caisse de dépôt et placement du Québec(CDPQ), she was responsible for developing asset management strategies and supporting operational improvements across a global portfolio. Her previous roles also include senior management positions at Veolia Canada, AtkinsRéalis and Accenture. Over the past 5 years, as part of her role in the investment industry, Nathalie has sat on various boards such as WanRack (FTTH company), Forum Mobility (Heavy Vehicle Charging Infrastructure) and Connect Bus (Bus Transport Company), Energir, Transportadora Associada de Gás S. A. (natural gas transmission), Student Transportation of America (school bus services), Plenary Americas (PPP), FiBrasil (neutral fiber assets) and Transmissoras Unidas de Energia (electrical transmission). Nathalie holds an engineering degree and a master's degree (M.Sc. A) in chemical engineering, and is a member of the Ordre des Ingénieurs du Québec. She is also a certified director (C.Dir) and PMP certified.
お知らせ • Aug 14Logistec Corporation Appoints Patrick Burgoyne as Chief Strategy Officer to Drive the Company's Strategic Growth PlanLogistec Corporation announced the appointment of Patrick Burgoyne as Chief Strategy Officer. Mr. Burgoyne brings his global perspective and in-depth logistics knowledge to LOGISTEC and will further accelerate the company's growth of marine services throughout North America and internationally. Patrick has led top international companies, giving him unique insight into the competitive landscape. With over 25 years of experience in the marine industry, Mr. Burgoyne will articulate strategies and ensure alignment across the organization, actively building upon LOGISTEC's technology-driven focus to deliver new value to their customers.
お知らせ • May 10LOGISTEC Corporation Announces the Appointment of Susan Bray to the Board of DirectorsLOGISTEC Corporation announced the appointment of Susan Bray to the Board of Directors, effective immediately. An executive director and management board member, Ms. Bray will bring her strategic mindset and in-depth logistics knowledge and international supply chain expertise to the Board, which oversees LOGISTEC's marine and environmental services offered throughout North America. Throughout her career in the steel industry, Ms. Bray held leadership positions at U.S. Steel Texas Works, Thyssen Steel Group, MAN Ferrostaal and ArcelorMittal. In 2023, Ms. Bray started Braybridge Logistics Consultants, LLC to further service heavy industries in need of broad-based, strategic, logistics expertise. Based in Houston, Texas, Ms. Bray currently sits on the Advisory Board of the Great Lakes Pilotage Association. She has served on the boards of various steel, logistics and trade related committees and maintains active membership in several organizations. She is a sought-after speaker at trade, labor, logistics and steel related seminars and conferences.
お知らせ • Jan 11Logistec Corporation CL A & Class B Subordinate Voting Shares to Be Deleted from OTC EquityLogistec Corporation CL A & Class B Subordinate Voting Shares (Canada) will be deleted from OTC Equity effective January 11, 2024, due to Acquisition /Merger /Amalgamation.
お知らせ • Jan 10Stonepeak Partners LP along with certain funds managed by Blue Wolf Capital Partners LLC completed the acquisition of Logistec Corporation (TSX:LGT.B) from Sumanic Investments Inc. and others.Stonepeak Partners LP along with certain funds managed by Blue Wolf Capital Partners LLC entered into an arrangement agreement to acquire Logistec Corporation (TSX:LGT.B) from Sumanic Investments Inc. and others for approximately CAD 870 million on October 15, 2023. certain funds managed by Blue Wolf Capital Partners LLC and Stonepeak Partners LP will acquire Logistec Corporation for CAD 67 per share in cash. Purchaser have received an equity commitment letter and debt commitment letter for the financing of acquisition. The consideration offered under the transaction represents a 61.2% premium to the unaffected 20-day volume-weighted average trading price per Class A Common Share and a 62.2% premium to the unaffected 20-day volume-weighted average trading price per Class B Subordinate Voting Share on the Toronto Stock Exchange on May 19, 2023, the last trading day prior to the announcement of the strategic review process, and a 14.5% premium to the 20-day volume weighted average trading price per Class A Common Share and a 9.9% premium to the 20-day volume-weighted average trading price per Class B Subordinate Voting Share on the Toronto Stock Exchange on October 13, 2023. Following completion of the transaction, the Corporation will become a privately held company and will apply to cease to be a reporting issuer under Canadian securities laws and the Class A Common Shares and Class B Subordinate Voting Shares will no longer be publicly traded on the Toronto Stock Exchange. Blue Wolf is funding its portion of the purchase price with capital it manages on behalf of its limited partners via private equity fund capital as well as select co-investors, together with an additional preferred investment in the Purchaser by Stonepeak. A termination fee of CAD 32 million would be payable by the Corporation to the Purchaser in certain circumstances, including in the context of a superior proposal supported by the Corporation. The Corporation would also be entitled to a reverse termination fee of CAD 59 million if the transaction is not completed in certain circumstances.LOGISTEC's Board of Directors has evaluated the Arrangement Agreement with the Corporation's management and legal and financial advisors, and following the receipt and review of the unanimous recommendation of the Special Committee, the Board of Directors has unanimously determined that the transaction is in the best interests of LOGISTEC and is fair to its shareholders, and unanimously recommends that LOGISTEC's shareholders approve the transaction. As of December 18, 2023, LOGISTEC's shareholders have approved the previously announced plan of arrangement. The transaction will be implemented by way of a plan of arrangement under the Business Corporations Act (Québec) and is expected to close in the first quarter of 2024, subject to customary closing conditions, including the receipt of regulatory approvals and clearances in Canada and the United States, LOGISTEC shareholder approval and Court approval. The transaction is not subject to any financing condition. As of December 22, 2023, Superior Court of Québec has issued a final order and approved the transaction. The transaction is expected to close during the week of January 8, 2024. TD Securities Inc. is acting as exclusive financial advisor to the Corporation and Blair Franklin Capital Partners Inc. is acting as independent financial advisor to the Special Committee. Rothschild & Co is acting as exclusive financial advisor to Blue Wolf. William J. Braithwaite and David Massé of Stikeman Elliott LLP acting as independent legal advisors to the Special Committee and Jean Michel Lapierre and Caitlin Rose of Fasken Martineau DuMoulin LLP and K&L Gates LLP as legal advisors to the Corporation. Robin Mahood of McCarthy Tétrault LLP and Laura Delanoy of Willkie Farr & Gallagher LLP are acting as legal advisors to Blue Wolf. Davies Ward Phillips & Vineberg LLP is acting as legal advisor to Sumanic Investments Inc. Blair Franklin Capital Partners acted as fairness opinion to the board of Logistec Corporation.Stonepeak Partners LP along with certain funds managed by Blue Wolf Capital Partners LLC completed the acquisition of Logistec Corporation (TSX:LGT.B) from Sumanic Investments Inc. and others on January 8, 2024. Sean Pierce has been named chief executive officer of Logistec. In connection with the acquisition, a new board of Logistec also has been constituted, with representatives from Blue Wolf and Stonepeak joined by Jean-Jacques Ruest and Michael Moore. Following this transaction, Logistec's headquarters will remain in Montreal.
Upcoming Dividend • Dec 26Upcoming dividend of CA$0.13 per share at 0.8% yieldEligible shareholders must have bought the stock before 02 January 2024. Payment date: 17 January 2024. Payout ratio is a comfortable 25% and this is well supported by cash flows. Trailing yield: 0.8%. Lower than top quartile of Canadian dividend payers (6.5%). Lower than average of industry peers (3.3%).
お知らせ • Dec 07Logistec Corporation Declares Quarterly Dividends, Payable on January 17, 2024The Board of Directors of LOGISTEC Corporation announced that it has declared quarterly dividends of $0.11782 per share on all outstanding Class A Common Shares and $0.12959 per share on all outstanding Class B Subordinate Voting Shares. The dividends will be paid on January 17, 2024 to all LOGISTEC Corporation shareholders of record at the close of business on January 3, 2024. This dividend is an eligible dividend for Canada Revenue Agency purposes.
お知らせ • Oct 18Stonepeak Partners LP along with certain funds managed by Blue Wolf Capital Partners LLC entered into an arrangement agreement to acquire Logistec Corporation (TSX:LGT.B) from Sumanic Investments Inc. and others for approximately CAD 860 million.Stonepeak Partners LP along with certain funds managed by Blue Wolf Capital Partners LLC entered into an arrangement agreement to acquire Logistec Corporation (TSX:LGT.B) from Sumanic Investments Inc. and others for approximately CAD 860 million on October 16, 2023. certain funds managed by Blue Wolf Capital Partners LLC and Stonepeak Partners LP will acquire Logistec Corporation for CAD 67 per share in cash. The consideration offered under the transaction represents a 61.2% premium to the unaffected 20-day volume-weighted average trading price per Class A Common Share and a 62.2% premium to the unaffected 20-day volume-weighted average trading price per Class B Subordinate Voting Share on the Toronto Stock Exchange on May 19, 2023, the last trading day prior to the announcement of the strategic review process, and a 14.5% premium to the 20-day volume weighted average trading price per Class A Common Share and a 9.9% premium to the 20-day volume-weighted average trading price per Class B Subordinate Voting Share on the Toronto Stock Exchange on October 13, 2023. Following completion of the transaction, the Corporation will become a privately held company and will apply to cease to be a reporting issuer under Canadian securities laws and the Class A Common Shares and Class B Subordinate Voting Shares will no longer be publicly traded on the Toronto Stock Exchange. Blue Wolf is funding its portion of the purchase price with capital it manages on behalf of its limited partners via private equity fund capital as well as select co-investors, together with an additional preferred investment in the Purchaser by Stonepeak. A termination fee of CAD 32 million would be payable by the Corporation to the Purchaser in certain circumstances, including in the context of a superior proposal supported by the Corporation. The Corporation would also be entitled to a reverse termination fee of CAD 59 million if the transaction is not completed in certain circumstances. LOGISTEC's Board of Directors has evaluated the Arrangement Agreement with the Corporation's management and legal and financial advisors, and following the receipt and review of the unanimous recommendation of the Special Committee, the Board of Directors has unanimously determined that the transaction is in the best interests of LOGISTEC and is fair to its shareholders, and unanimously recommends that LOGISTEC's shareholders approve the transaction. The transaction will be implemented by way of a plan of arrangement under the Business Corporations Act (Québec) and is expected to close in the first quarter of 2024, subject to customary closing conditions, including the receipt of regulatory approvals and clearances in Canada and the United States, LOGISTEC shareholder approval and Court approval. The transaction is not subject to any financing condition. TD Securities Inc. is acting as exclusive financial advisor to the Corporation and Blair Franklin Capital Partners Inc. is acting as independent financial advisor to the Special Committee. Rothschild & Co is acting as exclusive financial advisor to Blue Wolf. Stikeman Elliott LLP is acting as independent legal advisor to the Special Committee and Fasken Martineau DuMoulin LLP and K&L Gates LLP as legal advisors to the Corporation. McCarthy Tétrault LLP and Willkie Farr & Gallagher LLP are acting as legal advisors to Blue Wolf. Davies Ward Phillips & Vineberg LLP is acting as legal advisor to Sumanic Investments Inc. Blair Franklin Capital Partners acted as fairness opinion to the board of Logistec Corporation.
Upcoming Dividend • Sep 14Upcoming dividend of CA$0.13 per share at 0.8% yieldEligible shareholders must have bought the stock before 21 September 2023. Payment date: 06 October 2023. Payout ratio is a comfortable 16% and this is well supported by cash flows. Trailing yield: 0.8%. Lower than top quartile of Canadian dividend payers (6.3%). Lower than average of industry peers (3.6%).
New Risk • Aug 03New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 2.6x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. This is currently the only risk that has been identified for the company.
Reported Earnings • Aug 02Second quarter 2023 earnings released: EPS: CA$0.25 (vs CA$1.01 in 2Q 2022)Second quarter 2023 results: EPS: CA$0.25 (down from CA$1.01 in 2Q 2022). Revenue: CA$245.0m (up 12% from 2Q 2022). Net income: CA$3.22m (down 75% from 2Q 2022). Profit margin: 1.3% (down from 5.9% in 2Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has increased by 26% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Aug 02Logistec Corporation Declares Quarterly Dividends, Payable on October 6, 2023The Board of Directors of LOGISTEC Corporation has declared quarterly dividends of $0.11782 per share on all outstanding Class A Common Shares and $0.12959 per share on all outstanding Class B Subordinate Voting Shares. The dividends will be paid on October 6, 2023 to all LOGISTEC Corporation shareholders of record at the close of business on September 22, 2023. This dividend is an eligible dividend for Canada Revenue Agency purposes.
分析記事 • Jun 16Estimating The Intrinsic Value Of Logistec Corporation (TSE:LGT.B)Key Insights Using the 2 Stage Free Cash Flow to Equity, Logistec fair value estimate is CA$72.89 With CA$65.00 share...
Upcoming Dividend • Jun 14Upcoming dividend of CA$0.13 per share at 0.8% yieldEligible shareholders must have bought the stock before 21 June 2023. Payment date: 07 July 2023. Payout ratio is a comfortable 13% and this is well supported by cash flows. Trailing yield: 0.8%. Lower than top quartile of Canadian dividend payers (6.3%). Lower than average of industry peers (3.4%).
分析記事 • May 24Here's Why Logistec (TSE:LGT.B) Can Manage Its Debt ResponsiblyDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Valuation Update With 7 Day Price Move • May 24Investor sentiment improves as stock rises 36%After last week's 36% share price gain to CA$55.75, the stock trades at a trailing P/E ratio of 14.1x. Average trailing P/E is 11x in the Infrastructure industry in North America. Total returns to shareholders of 88% over the past three years.
お知らせ • May 22Logistec Principal Shareholder Expresses Interest in Shedding StakeLogistec Corporation (TSX:LGT.B) on May 19, 2023 said its principal shareholder, Sumanic Investments Inc., informed the board of its interest in considering a partial or whole sale of its stake in the company. The cargo-handling company said Sumanic also informed the board of its desire for the company to initiate a process to pursue a strategic transaction in the interest of shareholders in order to maximize shareholder value. The board has formed a special committee of independent directors to consider the request to review strategic alternatives, including a potential sale, and make recommendations to the board, Logistec said. Sumanic controls about 78% of the company's voting rights, according to Logistec's website.
Reported Earnings • May 05First quarter 2023 earnings released: CA$0.71 loss per share (vs CA$0.46 loss in 1Q 2022)First quarter 2023 results: CA$0.71 loss per share (further deteriorated from CA$0.46 loss in 1Q 2022). Revenue: CA$158.9m (up 12% from 1Q 2022). Net loss: CA$9.05m (loss widened 50% from 1Q 2022). Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
お知らせ • May 04Logistec Corporation Declares Quarterly Dividends on Shares, Payable on July 7, 2023The Board of Directors of LOGISTEC Corporation announced that it has declared quarterly dividends of $0.11782 per share on all outstanding Class A Common Shares and $0.12959 per share on all outstanding Class B Subordinate Voting Shares. The dividends will be paid on July 7, 2023 to all LOGISTEC Corporation shareholders of record at the close of business on June 22, 2023. This dividend is an eligible dividend for Canada Revenue Agency purposes.
Reported Earnings • Mar 24Full year 2022 earnings releasedFull year 2022 results: Revenue: CA$897.6m (up 21% from FY 2021). Net income: CA$53.5m (up 18% from FY 2021). Profit margin: 6.0% (down from 6.1% in FY 2021). The decrease in margin was driven by higher expenses.
Upcoming Dividend • Dec 23Upcoming dividend of CA$0.13 per shareEligible shareholders must have bought the stock before 30 December 2022. Payment date: 17 January 2023. Payout ratio is a comfortable 11% and this is well supported by cash flows. Trailing yield: 1.3%. Lower than top quartile of Canadian dividend payers (6.0%). Lower than average of industry peers (3.9%).
Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Director Mike Dodson was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Nov 04Third quarter 2022 earnings releasedThird quarter 2022 results: Revenue: CA$284.2m (up 20% from 3Q 2021). Net income: CA$31.6m (up 18% from 3Q 2021). Profit margin: 11% (in line with 3Q 2021).
分析記事 • Sep 16Logistec (TSE:LGT.B) Is Increasing Its Dividend To CA$0.1296The board of Logistec Corporation ( TSE:LGT.B ) has announced that it will be paying its dividend of CA$0.1296 on the...
Upcoming Dividend • Sep 15Upcoming dividend of CA$0.13 per shareEligible shareholders must have bought the stock before 22 September 2022. Payment date: 07 October 2022. Payout ratio is a comfortable 12% but the company is paying out more than the cash it is generating. Trailing yield: 1.4%. Lower than top quartile of Canadian dividend payers (5.6%). Lower than average of industry peers (3.8%).
分析記事 • Aug 11Logistec's (TSE:LGT.B) Upcoming Dividend Will Be Larger Than Last Year'sThe board of Logistec Corporation ( TSE:LGT.B ) has announced that it will be paying its dividend of CA$0.1296 on the...
Reported Earnings • Aug 05Second quarter 2022 earnings released: EPS: CA$1.00 (vs CA$0.79 in 2Q 2021)Second quarter 2022 results: EPS: CA$1.00 (up from CA$0.79 in 2Q 2021). Revenue: CA$219.0m (up 27% from 2Q 2021). Net income: CA$13.0m (up 27% from 2Q 2021). Profit margin: 5.9% (in line with 2Q 2021). Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Jun 15Upcoming dividend of CA$0.11 per shareEligible shareholders must have bought the stock before 22 June 2022. Payment date: 08 July 2022. Payout ratio is a comfortable 12% and this is well supported by cash flows. Trailing yield: 1.1%. Lower than top quartile of Canadian dividend payers (5.1%). Lower than average of industry peers (3.6%).
分析記事 • May 14Logistec (TSE:LGT.B) Has Re-Affirmed Its Dividend Of CA$0.11Logistec Corporation ( TSE:LGT.B ) has announced that it will pay a dividend of CA$0.11 per share on the 8th of July...
Board Change • May 11Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Director Mike Dodson was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • May 06First quarter 2022 earnings released: CA$1.06 loss per share (vs CA$0.44 loss in 1Q 2021)First quarter 2022 results: CA$1.06 loss per share (down from CA$0.44 loss in 1Q 2021). Revenue: CA$141.4m (up 35% from 1Q 2021). Net loss: CA$6.02m (loss widened 5.1% from 1Q 2021). Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
分析記事 • Mar 24Logistec (TSE:LGT.B) Has Announced A Dividend Of CA$0.11Logistec Corporation's ( TSE:LGT.B ) investors are due to receive a payment of CA$0.11 per share on 14th of April. This...
Reported Earnings • Mar 19Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: EPS: CA$3.47 (up from CA$2.53 in FY 2020). Revenue: CA$743.7m (up 23% from FY 2020). Net income: CA$45.4m (up 39% from FY 2020). Profit margin: 6.1% (up from 5.4% in FY 2020). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 9.4%. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
Upcoming Dividend • Dec 24Upcoming dividend of CA$0.11 per shareEligible shareholders must have bought the stock before 31 December 2021. Payment date: 18 January 2022. Payout ratio is a comfortable 12% and this is well supported by cash flows. Trailing yield: 1.0%. Lower than top quartile of Canadian dividend payers (4.7%). Lower than average of industry peers (3.1%).
分析記事 • Dec 13Logistec (TSE:LGT.B) Has Announced A Dividend Of CA$0.11The board of Logistec Corporation ( TSE:LGT.B ) has announced that it will pay a dividend of CA$0.11 per share on the...
Reported Earnings • Nov 11Third quarter 2021 earnings released: EPS CA$2.05 (vs CA$1.58 in 3Q 2020)The company reported a solid third quarter result with improved earnings and revenues, although profit margins were flat. Third quarter 2021 results: Revenue: CA$236.2m (up 23% from 3Q 2020). Net income: CA$26.7m (up 31% from 3Q 2020). Profit margin: 11% (in line with 3Q 2020). Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
Upcoming Dividend • Sep 16Upcoming dividend of CA$0.11 per shareEligible shareholders must have bought the stock before 23 September 2021. Payment date: 08 October 2021. Trailing yield: 1.0%. Lower than top quartile of Canadian dividend payers (4.5%). Lower than average of industry peers (2.8%).
分析記事 • Sep 09Logistec's (TSE:LGT.B) Shareholders Will Receive A Bigger Dividend Than Last YearLogistec Corporation ( TSE:LGT.B ) will increase its dividend on the 8th of October to CA$0.11. This takes the annual...
Recent Insider Transactions • Sep 02Insider recently sold CA$125k worth of stockOn the 30th of August, Benoit Côté sold around 3k shares on-market at roughly CA$44.50 per share. In the last 3 months, they made an even bigger sale worth CA$220k. Insiders have been net sellers, collectively disposing of CA$285k more than they bought in the last 12 months.
分析記事 • Aug 10Logistec (TSE:LGT.B) Will Pay A Larger Dividend Than Last Year At CA$0.11Logistec Corporation ( TSE:LGT.B ) has announced that it will be increasing its dividend on the 8th of October to...
Reported Earnings • Aug 09Second quarter 2021 earnings released: EPS CA$0.79 (vs CA$0.36 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: CA$172.6m (up 40% from 2Q 2020). Net income: CA$10.2m (up 123% from 2Q 2020). Profit margin: 5.9% (up from 3.7% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.
Recent Insider Transactions • Jun 23Insider recently sold CA$220k worth of stockOn the 16th of June, Benoit Côté sold around 5k shares on-market at roughly CA$44.00 per share. This was the largest sale by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.
Recent Insider Transactions Derivative • Jun 13President exercised options to buy CA$1.8m worth of stock.On the 8th of June, Madeleine Paquin exercised options to buy 39k shares at a strike price of around CA$36.92, costing a total of CA$1.4m. This transaction amounted to 18% of their direct individual holding at the time of the trade. Since June 2020, Madeleine has owned 220.40k shares directly. This was the only transaction from an insider over the last 12 months.
Upcoming Dividend • Jun 11Upcoming dividend of CA$0.10 per shareEligible shareholders must have bought the stock before 18 June 2021. Payment date: 05 July 2021. Trailing yield: 0.9%. Lower than top quartile of Canadian dividend payers (4.5%). Lower than average of industry peers (2.6%).
分析記事 • May 27Returns On Capital Signal Tricky Times Ahead For Logistec (TSE:LGT.B)If you're looking for a multi-bagger, there's a few things to keep an eye out for. Typically, we'll want to notice a...
分析記事 • May 11Here's Why I Think Logistec (TSE:LGT.B) Might Deserve Your Attention TodayFor beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
Executive Departure • May 08Independent Director has left the companyOn the 4th of May, Serge Dubreuil's tenure in the role of Independent Director ended. We don't have any record of a personal shareholding under Serge's name. A total of 2 executives have left over the last 12 months.
Executive Departure • May 08Independent Chairman James Cherry has left the companyOn the 4th of May, James Cherry's tenure as Independent Chairman ended after 2.0 years in the role. We don't have any record of a personal shareholding under James' name. A total of 2 executives have left over the last 12 months.
分析記事 • Apr 28Shareholders May Be More Conservative With Logistec Corporation's (TSE:LGT.B) CEO Compensation For NowIn the past three years, shareholders of Logistec Corporation ( TSE:LGT.B ) have seen a loss on their investment...
Upcoming Dividend • Mar 24Upcoming dividend of CA$0.10 per shareEligible shareholders must have bought the stock before 31 March 2021. Payment date: 15 April 2021. Trailing yield: 1.0%. Lower than top quartile of Canadian dividend payers (4.9%). Lower than average of industry peers (2.9%).
Reported Earnings • Mar 19Full year 2020 earnings released: EPS CA$2.53 (vs CA$2.05 in FY 2019)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2020 results: Revenue: CA$604.7m (down 5.5% from FY 2019). Net income: CA$32.6m (up 25% from FY 2019). Profit margin: 5.4% (up from 4.1% in FY 2019). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
分析記事 • Mar 09We Think Logistec (TSE:LGT.B) Can Stay On Top Of Its DebtDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
分析記事 • Feb 22The Returns At Logistec (TSE:LGT.B) Provide Us With Signs Of What's To ComeWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...
分析記事 • Feb 05Do Logistec's (TSE:LGT.B) Earnings Warrant Your Attention?It's only natural that many investors, especially those who are new to the game, prefer to buy shares in 'sexy' stocks...
分析記事 • Jan 21Would Logistec Corporation (TSE:LGT.B) Be Valuable To Income Investors?Dividend paying stocks like Logistec Corporation ( TSE:LGT.B ) tend to be popular with investors, and for good reason...
分析記事 • Jan 05What Kind Of Investors Own Most Of Logistec Corporation (TSE:LGT.B)?If you want to know who really controls Logistec Corporation ( TSE:LGT.B ), then you'll have to look at the makeup of...
分析記事 • Dec 21Logistec's (TSE:LGT.B) Stock Price Has Reduced 11% In The Past Three YearsWhile not a mind-blowing move, it is good to see that the Logistec Corporation ( TSE:LGT.B ) share price has gained 17...
Is New 90 Day High Low • Dec 08New 90-day high: CA$38.70The company is up 16% from its price of CA$33.50 on 08 September 2020. The Canadian market is up 10.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Infrastructure industry, which is up 22% over the same period.
分析記事 • Dec 07These 4 Measures Indicate That Logistec (TSE:LGT.B) Is Using Debt Reasonably WellSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Is New 90 Day High Low • Nov 20New 90-day high: CA$34.99The company is up 4.0% from its price of CA$33.80 on 20 August 2020. The Canadian market is also up 4.0% over the last 90 days, indicating the company’s price trend is similar to the market over that time. However, it underperformed the Infrastructure industry, which is up 9.0% over the same period.
Reported Earnings • Nov 06Third quarter 2020 earnings released: EPS CA$2.77The company reported a decent third quarter result with improved earnings and profit margins, although revenues were weaker. Third quarter 2020 results: Revenue: CA$191.8m (down 1.8% from 3Q 2019). Net income: CA$20.5m (up 18% from 3Q 2019). Profit margin: 11% (up from 8.9% in 3Q 2019). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.