View ValuationMattr 향후 성장Future 기준 점검 3/6Mattr (는) 각각 연간 57.8% 및 6.1% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 58.9% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 7.9% 로 예상됩니다.핵심 정보57.8%이익 성장률58.88%EPS 성장률Energy Services 이익 성장7.9%매출 성장률6.1%향후 자기자본이익률7.95%애널리스트 커버리지Good마지막 업데이트19 May 2026최근 향후 성장 업데이트공시 • Nov 13Mattr Corp. Provides Earnings Guidance for the Fourth Quarter of 2025Mattr Corp. provided earnings guidance for the fourth quarter of 2025. The Company currently anticipates revenue from Continuing Operations in the fourth quarter of 2025 will be below the third quarter of 2025.공시 • Aug 14Mattr Corp. Provides Earning Guidance for the Third Quarter of 2025Mattr Corp. provided earning guidance for the third quarter of 2025. For the quarter, company currently anticipates revenue will be modestly below the second quarter of 2025.공시 • Mar 14Mattr Corp. Provides Earnings Guidance for the Year 2025Mattr Corp. provided earnings guidance for the year 2025. For the year, the company expects year-over-year revenue, Adjusted EBITDA and Adjusted EPS growth versus 2024, driven primarily by new customer capture, new product adoption, increased customer activity, progressively rising production output from newly established sites, progressively improving cost absorption as new site activity rises, significantly lower full year 2025 MEO cost recognition when compared to 2024 and the addition of AmerCable. All previously existing business lines are expected to contribute to year-over-year revenue growth, with the exception of Flexpipe, where the Company is expecting relatively flat revenue performance in 2025.공시 • Aug 12Shawcor Ltd. Provides Earnings Guidance for the Full Year of 2021Shawcor Ltd. provided earnings guidance for the full year of 2021. The company expects to deliver improved financial performance in 2021 over 2020, with improved performance in the second half of the year and some quarterly volatility due to project execution timing. Although disruptions related to supply chain issues are expected to continue for the remainder of the year, the Company anticipates these impacts will largely have abated by early 2022.모든 업데이트 보기Recent updates공시 • May 01Mattr Corp. Announces Not Stand for Re-Election of Marvin Riley to the Board of DirectorsMattr Corp. announced that, for personal reasons, Marvin Riley, will not be standing for re-election to the Board of Directors at the Company’s upcoming Annual Meeting of Shareholders to be held on May 14, 2026 . The Board will consider the size of the Board and whether to appoint an additional Board member following the AGM.공시 • Apr 15+ 3 more updatesMattr Corp. to Report Q3, 2026 Results on Nov 12, 2026Mattr Corp. announced that they will report Q3, 2026 results After-Market on Nov 12, 2026공시 • Mar 03Mattr Corp., Annual General Meeting, May 14, 2026Mattr Corp., Annual General Meeting, May 14, 2026.공시 • Nov 13Mattr Corp. Provides Earnings Guidance for the Fourth Quarter of 2025Mattr Corp. provided earnings guidance for the fourth quarter of 2025. The Company currently anticipates revenue from Continuing Operations in the fourth quarter of 2025 will be below the third quarter of 2025.공시 • Aug 19Mattr Corp. Appoints Jane Skoblo as A Director, Effective August 13, 2025Mattr Corp. announced the appointment of Jane Skoblo as a director of the Company effective August 13, 2025. Ms. Skoblo will serve on both the Audit and Compensation & Organizational Development Committees of Mattr. Ms. Skoblo’s addition to the Board allows for an orderly transition as Laura Cillis, current Director and Audit Committee Chair, intends to retire from the Board at the Company’s next Annual General Meeting. Ms. Skoblo is an independent corporate director, with extensive financial services experience spanning Canada, USA and international markets. In her last role, she was Vice President, Digital Operations at Rogers Communications, leading digital transformation for the company. Ms. Skoblo previously served as CFO of AMEX Bank of Canada and of Global Rewards for American Express (USA). Prior to that, she was CFO and COO of two start-ups - myNext Mortgage Company and Mortgage Architects Inc. She has also held senior positions in Finance with CIBC and BMO. Ms. Skoblo currently sits on the Board of Directors for Medavie, a Canadian health solutions provider, where she chairs the Audit and Risk Committee and is a member of the Finance and Investment Committee. She also sits on the Board of Teranet, the exclusive provider of electronic land and commercial registration services on behalf of the Provinces of Ontario and Manitoba, where she serves as Audit Chair, and of KOHO, a Canadian fintech company that offers a mobile-first banking alternative. Ms. Skoblo was previously a board member of Allstate Canada, Logistec Corporation, Points, Digital Research Alliance of Canada, AMEX Bank of Canada and Advisory Board member at the University of Waterloo School of Accounting and Finance. Ms. Skoblo holds a Bachelor of Business Administration from the Schulich School of Business. She is a CPA and holds CITP designation from AICPA and an ICD.D designation from the Institute of Corporate Directors.공시 • Aug 14Mattr Corp. Provides Earning Guidance for the Third Quarter of 2025Mattr Corp. provided earning guidance for the third quarter of 2025. For the quarter, company currently anticipates revenue will be modestly below the second quarter of 2025.공시 • Mar 14Mattr Corp. Provides Earnings Guidance for the Year 2025Mattr Corp. provided earnings guidance for the year 2025. For the year, the company expects year-over-year revenue, Adjusted EBITDA and Adjusted EPS growth versus 2024, driven primarily by new customer capture, new product adoption, increased customer activity, progressively rising production output from newly established sites, progressively improving cost absorption as new site activity rises, significantly lower full year 2025 MEO cost recognition when compared to 2024 and the addition of AmerCable. All previously existing business lines are expected to contribute to year-over-year revenue growth, with the exception of Flexpipe, where the Company is expecting relatively flat revenue performance in 2025.공시 • Mar 10Mattr Corp., Annual General Meeting, May 15, 2025Mattr Corp., Annual General Meeting, May 15, 2025.공시 • Feb 19+ 4 more updatesMattr Corp. to Report Q4, 2025 Results on Mar 12, 2026Mattr Corp. announced that they will report Q4, 2025 results on Mar 12, 2026공시 • Jan 03Mattr Corp. (TSX:MATR) completed the acquisition of Nexans AmerCable Incorporated from Nexans USA Inc.Mattr Corp. (TSX:MATR) agreed to acquire Nexans AmerCable Incorporated from Nexans USA Inc. for $280 million on November 7, 2024. A cash consideration of $280 million will be paid by Mattr Corp. Mattr intends to finance the transaction through a mix of cash on its balance sheet and its existing credit facility. AmerCable reported in 2023 standard sales of approximately $250 million. This purchase price represents a multiple of approximately 5.0 times Adjusted EBITDA of the AmerCable business for the trailing twelve-month (“TTM”) period ended June 30, 2024. The deal has received unanimous approval from both Mattr’s and Nexans’ Board of Directors. The transaction is subject to customary closing conditions including U.S. anti-trust review and approval and is expected to close around the end of 2024. Transaction fees are anticipated to be in the range of $5.8 to $6.5 million. TD Securities, Inc. acted as financial advisor for Mattr Corp. Kelli N. Patel, Mauryah N. A. McLaughlin of Dentons Canada LLP acted as legal advisor for Mattr Corp. Mitchell E. Albert of Dentons US LLP acted as legal advisor for Mattr Corp. JPMorgan Chase & Co. (NYSE:JPM) acted as financial advisor to Nexans USA Inc. White & Case LLP acted as legal advisor for Nexans USA Inc. Mattr Corp. (TSX:MATR) completed the acquisition of Nexans AmerCable Incorporated from Nexans USA Inc. on January 2, 2025.공시 • Dec 08Mattr Corp. announced that it expects to receive CAD 129.25 million in fundingMattr Corp. announced that it has entered into an underwriting agreement to sell, pursuant to a private placement offering to issue 125,000 debt subscription receipts for an aggregate issue price of CAD 1,034 for the aggregate gross proceeds of up to CAD 129,250,000 on December 6, 2024. Each Subscription Receipt will entitle the holder thereof to receive, upon the satisfaction of certain conditions and without payment of additional consideration or further action, a newly authenticated 7.25% senior unsecured note of the Company due April 2, 2031, in a principal amount of CAD 1,000. The company expects the closing of the Acquisition to occur in the first quarter of 2025.Reported Earnings • Nov 14Third quarter 2024 earnings released: EPS: CA$0.085 (vs CA$0.26 in 3Q 2023)Third quarter 2024 results: EPS: CA$0.085 (down from CA$0.26 in 3Q 2023). Revenue: CA$226.2m (flat on 3Q 2023). Net income: CA$5.61m (down 69% from 3Q 2023). Profit margin: 2.5% (down from 8.0% in 3Q 2023). Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 2.4% growth forecast for the Energy Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 46% per year whereas the company’s share price has increased by 44% per year.New Risk • Nov 09New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 7.5% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (7.5% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (3.5% net profit margin).공시 • Nov 09Mattr Corp. (TSX:MATR) agreed to acquire Nexans AmerCable Incorporated from Nexans S.A. (ENXTPA:NEX) for CAD 390 million.Mattr Corp. (TSX:MATR) agreed to acquire Nexans AmerCable Incorporated from Nexans S.A. (ENXTPA:NEX) for $280 million on November 8, 2024. A cash consideration of $280 million will be paid by Mattr Corp. Mattr intends to finance the transaction through a mix of cash on its balance sheet and its existing credit facility. AmerCable reported in 2023 standard sales of approximately $250 million. The deal has received unanimous approval from both Mattr’s and Nexans’ Board of Directors. The transaction is subject to customary closing conditions including U.S. anti-trust review and approval and is expected to close around the end of 2024. Transaction fees are anticipated to be in the range of $5.8 to $6.5 million. TD Securities, Inc. acted as financial advisor for Mattr Corp. Dentons Canada LLP acted as legal advisor for Mattr Corp.Valuation Update With 7 Day Price Move • Nov 08Investor sentiment improves as stock rises 25%After last week's 25% share price gain to €9.70, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 7x in the Energy Services industry in Europe. Total returns to shareholders of 193% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €18.11 per share.공시 • Oct 25Mattr Corp. to Report Q3, 2024 Results on Nov 13, 2024Mattr Corp. announced that they will report Q3, 2024 results After-Market on Nov 13, 2024Reported Earnings • Aug 13Second quarter 2024 earnings released: EPS: CA$0.18 (vs CA$0.21 in 2Q 2023)Second quarter 2024 results: EPS: CA$0.18 (down from CA$0.21 in 2Q 2023). Revenue: CA$253.9m (up 1.4% from 2Q 2023). Net income: CA$12.2m (down 17% from 2Q 2023). Profit margin: 4.8% (down from 5.9% in 2Q 2023). Revenue is forecast to grow 7.9% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Energy Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 51% per year whereas the company’s share price has increased by 47% per year.공시 • Jul 19Mattr Corp. to Report Q2, 2024 Results on Aug 08, 2024Mattr Corp. announced that they will report Q2, 2024 results After-Market on Aug 08, 2024New Risk • May 17New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 3.8% Last year net profit margin: 15% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (3.8% net profit margin).Reported Earnings • May 15First quarter 2024 earnings released: CA$0.007 loss per share (vs CA$0.36 profit in 1Q 2023)First quarter 2024 results: CA$0.007 loss per share (down from CA$0.36 profit in 1Q 2023). Revenue: CA$224.5m (down 38% from 1Q 2023). Net loss: CA$437.0k (down 102% from profit in 1Q 2023). Revenue is forecast to grow 7.3% p.a. on average during the next 3 years, compared to a 1.9% growth forecast for the Energy Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has increased by 45% per year, which means it is tracking significantly ahead of earnings growth.공시 • Apr 11Mattr Corp. to Report Q1, 2024 Results on May 14, 2024Mattr Corp. announced that they will report Q1, 2024 results After-Market on May 14, 2024New Risk • Mar 15New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 6.0% Last year net profit margin: 11% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (6.0% net profit margin).Reported Earnings • Mar 14Full year 2023 earnings released: EPS: CA$0.81 (vs CA$0.43 loss in FY 2022)Full year 2023 results: EPS: CA$0.81 (up from CA$0.43 loss in FY 2022). Revenue: CA$925.3m (down 26% from FY 2022). Net income: CA$55.8m (up CA$85.8m from FY 2022). Profit margin: 6.0% (up from net loss in FY 2022). Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 1.9% growth forecast for the Energy Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 56% per year but the company’s share price has only increased by 41% per year, which means it is significantly lagging earnings growth.공시 • Mar 01Mattr Corp., Annual General Meeting, May 15, 2024Mattr Corp., Annual General Meeting, May 15, 2024.공시 • Nov 25Shawcor Ltd. Announces Board ChangesShawcor Ltd. announced that Derek Blackwood has decided to retire after 14 years of service as an independent director, including 3 years as board chair, and will not seek re-election at the Company’s 2024 Annual General Meeting. The Company’s board of directors have unanimously selected Kevin Nugent as Mattr’s new board chair. Mr. Nugent will assume this role effective December 1, 2023 and Mr. Blackwood will remain as a director of the Company until his retirement on May 14, 2024. Consistent with the Company’s succession practice, Mr. Blackwood will engage in a robust transition process with Mr. Nugent to enable a seamless transfer of responsibilities. Mr. Nugent is an independent businessperson and has been a corporate director since 2007, holding numerous director roles in a variety of public and private companies, non-profit and governmental organizations. Mr. Nugent is also a Chartered Professional Accountant, with over 35 years of broad-based management experience. Mr. Nugent holds a Bachelor of Management from the University of Lethbridge and a Chartered Professional Accountant, CA (honors) designation from the Institute of Chartered Professional Accountants of Alberta. In addition to his role on the board of Mattr, Mr. Nugent currently serves as a director of the Banff Sport Medicine Foundation in addition to several private companies.공시 • Nov 19Shawcor Ltd. to Report Q4, 2023 Results on Feb 20, 2024Shawcor Ltd. announced that they will report Q4, 2023 results at 8:00 AM, Central European Standard Time on Feb 20, 2024Reported Earnings • Nov 15Third quarter 2023 earnings released: EPS: CA$0.26 (vs CA$0.33 in 3Q 2022)Third quarter 2023 results: EPS: CA$0.26 (down from CA$0.33 in 3Q 2022). Revenue: CA$225.4m (down 33% from 3Q 2022). Net income: CA$18.1m (down 21% from 3Q 2022). Profit margin: 8.0% (up from 6.9% in 3Q 2022). Revenue is expected to decline by 11% p.a. on average during the next 3 years, while revenues in the Energy Services industry in Europe are expected to grow by 2.0%. Over the last 3 years on average, earnings per share has increased by 82% per year but the company’s share price has only increased by 64% per year, which means it is significantly lagging earnings growth.New Risk • Nov 14New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 6.5% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.공시 • Oct 27Shawcor Ltd. to Report Q3, 2023 Results on Nov 13, 2023Shawcor Ltd. announced that they will report Q3, 2023 results After-Market on Nov 13, 2023Reported Earnings • Aug 11Second quarter 2023 earnings released: EPS: CA$0.19 (vs CA$0.29 in 2Q 2022)Second quarter 2023 results: EPS: CA$0.19 (down from CA$0.29 in 2Q 2022). Revenue: CA$400.6m (up 31% from 2Q 2022). Net income: CA$13.1m (down 36% from 2Q 2022). Profit margin: 3.3% (down from 6.6% in 2Q 2022). Revenue is forecast to grow 1.4% p.a. on average during the next 3 years, compared to a 3.2% growth forecast for the Energy Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 99% per year but the company’s share price has only increased by 86% per year, which means it is significantly lagging earnings growth.공시 • Jul 14Shawcor Ltd. to Report Q2, 2023 Results on Aug 10, 2023Shawcor Ltd. announced that they will report Q2, 2023 results After-Market on Aug 10, 2023공시 • Jun 27Shawcor Ltd. (TSX:MATR) announces an Equity Buyback for 3,442,233 shares, representing 4.94% for CAD 25 million.Shawcor Ltd. (TSX:MATR) announces a share repurchase program. Under the normal course issuer bid, the company will repurchase up to 3,442,233 shares, representing 4.94% for CAD 25 million. The bid will be funded using existing cash resources and any common shares repurchased by the company under the bid will be cancelled. The bid will be valid till June 27, 2024. As of June 26, 2023, the company has 69,611,384 common shares issued and outstanding.공시 • Jun 02Achieve Capital, LLC and management acquired Shaw Pipeline Services, Inc. from Shawcor Ltd.Achieve Capital, LLC and management acquired Shaw Pipeline Services, Inc. from Shawcor Ltd. on June 1, 2023.Achieve Capital, LLC and management completed the acquisition of Shaw Pipeline Services, Inc. from Shawcor Ltd. on June 1, 2023.공시 • May 16Shawcor Ltd. Approves Election of Katherine Rethy as DirectorShawcor Ltd. announced that at its Annual Meeting held on May 12, 2023, approved the election of Katherine Rethy as Director.Reported Earnings • May 12First quarter 2023 earnings released: EPS: CA$0.36 (vs CA$0.098 loss in 1Q 2022)First quarter 2023 results: EPS: CA$0.36 (up from CA$0.098 loss in 1Q 2022). Revenue: CA$364.4m (up 36% from 1Q 2022). Net income: CA$25.2m (up CA$32.2m from 1Q 2022). Profit margin: 6.9% (up from net loss in 1Q 2022). Revenue is expected to decline by 3.0% p.a. on average during the next 3 years, while revenues in the Energy Services industry in Europe are expected to grow by 3.0%. Over the last 3 years on average, earnings per share has increased by 91% per year but the company’s share price has increased by 97% per year, which means it is tracking significantly ahead of earnings growth.Buying Opportunity • Apr 25Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 7.2%. The fair value is estimated to be €10.61, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 6.6% over the last 3 years. Earnings per share has grown by 66%.Reported Earnings • Mar 09Full year 2022 earnings released: CA$0.43 loss per share (vs CA$1.12 loss in FY 2021)Full year 2022 results: CA$0.43 loss per share (improved from CA$1.12 loss in FY 2021). Revenue: CA$1.26b (up 9.8% from FY 2021). Net loss: CA$30.0m (loss narrowed 62% from FY 2021). Revenue is forecast to grow 8.6% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Energy Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 66% per year but the company’s share price has increased by 89% per year, which means it is tracking significantly ahead of earnings growth.Recent Insider Transactions • Jan 07Insider recently sold €94k worth of stockOn the 3rd of January, Simon Dewey sold around 10k shares on-market at roughly €9.40 per share. This transaction amounted to 51% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €48k more than they bought in the last 12 months.Board Change • Nov 16High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Independent Director Ramesh Ramachandran was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Aug 13Second quarter 2022 earnings released: EPS: CA$0.29 (vs CA$0.038 in 2Q 2021)Second quarter 2022 results: EPS: CA$0.29 (up from CA$0.038 in 2Q 2021). Revenue: CA$307.0m (flat on 2Q 2021). Net income: CA$20.4m (up CA$17.7m from 2Q 2021). Profit margin: 6.6% (up from 0.9% in 2Q 2021). Over the next year, revenue is forecast to grow 16%, compared to a 13% growth forecast for the industry in Germany. 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 25% per year, which means it is significantly lagging earnings.공시 • Aug 12+ 1 more updateShawcor Ltd. Reports Impairment Charges for the Second Quarter Ended June 30, 2022Shawcor Ltd. reported impairment charges for the second quarter ended June 30, 2022. In the second quarter of 2022, the company recorded impairment charges of $20.3 million after performing evaluations in support of its ongoing strategy of portfolio optimization. The impairment charges included property, plant and equipment and intangible assets for Shaw Pipeline Services of $8.1 million, property, plant and equipment for Oilfield Asset Management of $6.2 million, property, plant and equipment for Lake Superior Consulting of $1.9 million, property, plant and equipment in Socotherm Argentina for $2.9 million and assets in Saudi Arabia within Composite Production Systems of $1.1 million.공시 • Jul 28Shawcor Ltd. to Report Q2, 2022 Results on Aug 11, 2022Shawcor Ltd. announced that they will report Q2, 2022 results After-Market on Aug 11, 2022Board Change • Jun 02High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Independent Director Ramesh Ramachandran was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • May 14First quarter 2022 earnings released: CA$0.098 loss per share (vs CA$0.22 loss in 1Q 2021)First quarter 2022 results: CA$0.098 loss per share (up from CA$0.22 loss in 1Q 2021). Revenue: CA$267.8m (down 4.1% from 1Q 2021). Net loss: CA$6.94m (loss narrowed 55% from 1Q 2021). Over the next year, revenue is forecast to grow 6.4%, compared to a 18% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has fallen by 31% per year, which means it is performing significantly worse than earnings.공시 • May 14Ann unknown buyer acquired Pipe coating facility in Adria, Italy from Shawcor Ltd. (TSX:SCL).Ann unknown buyer acquired Pipe coating facility in Adria, Italy from Shawcor Ltd. (TSX:SCL) recently.공시 • May 02Shawcor Ltd. to Report Q1, 2022 Results on May 12, 2022Shawcor Ltd. announced that they will report Q1, 2022 results After-Market on May 12, 2022Reported Earnings • Mar 11Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: CA$1.12 loss per share (up from CA$3.33 loss in FY 2020). Revenue: CA$1.14b (down 3.0% from FY 2020). Net loss: CA$79.1m (loss narrowed 66% from FY 2020). Revenue exceeded analyst estimates by 1.3%. Over the next year, revenue is forecast to stay flat compared to a 21% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 25% per year but the company’s share price has fallen by 36% per year, which means it is performing significantly worse than earnings.공시 • Feb 18Shawcor Ltd. to Report Q4, 2021 Results on Mar 09, 2022Shawcor Ltd. announced that they will report Q4, 2021 results After-Market on Mar 09, 2022공시 • Dec 21Superior Integrity Limited acquired Shawcor Inspection Services Business of Shawcor Ltd. (TSX:SCL) for CAD 11.5 million.Superior Integrity Limited acquired Shawcor Inspection Services Business of Shawcor Ltd. (TSX:SCL) for CAD 11.5 million on December 20, 2021. Shawcor Inspection Services Business generated revenue of approximately CAD 38.4 million with a loss of CAD 3.3 million on an adjusted EBITDA. Proceeds from the sale will be used to reduce Shawcor's existing indebtedness Superior Integrity Limited completed the acquisition of Shawcor Inspection Services Business of Shawcor Ltd. (TSX:SCL) on December 20, 2021.공시 • Nov 30An unknown buyer acquired Guardian Inspection S.A. de C.V. from Shawcor Ltd. (TSX:SCL).An unknown buyer acquired Guardian Inspection S.A. de C.V. from Shawcor Ltd. (TSX:SCL) on November 29, 2021. In a related transaction, An unknown buyer acquired CSI Services entity in Western Canada from Shawcor Ltd. An unknown buyer completed the acquisition of Guardian Inspection S.A. de C.V. from Shawcor Ltd. (TSX:SCL) on November 29, 2021.Reported Earnings • Nov 11Third quarter 2021 earnings released: CA$0.12 loss per share (vs CA$0.26 loss in 3Q 2020)The company reported a solid third quarter result with reduced losses, improved revenues and improved control over expenses. Third quarter 2021 results: Revenue: CA$291.4m (up 8.9% from 3Q 2020). Net loss: CA$8.28m (loss narrowed 55% from 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 42% per year whereas the company’s share price has fallen by 38% per year.Valuation Update With 7 Day Price Move • Sep 28Investor sentiment improved over the past weekAfter last week's 23% share price gain to €3.82, the stock trades at a forward P/E ratio of 50x. Average forward P/E is 8x in the Energy Services industry in Europe. Total loss to shareholders of 75% over the past three years.Valuation Update With 7 Day Price Move • Aug 28Investor sentiment improved over the past weekAfter last week's 16% share price gain to €3.34, the stock trades at a forward P/E ratio of 55x. Average forward P/E is 8x in the Energy Services industry in Europe. Total loss to shareholders of 79% over the past three years.Reported Earnings • Aug 12Second quarter 2021 earnings released: EPS CA$0.038 (vs CA$0.52 loss in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: CA$305.9m (up 15% from 2Q 2020). Net income: CA$2.65m (up CA$39.4m from 2Q 2020). Profit margin: 0.9% (up from net loss in 2Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 27 percentage points per year, which is a significant difference in performance.공시 • Aug 12Shawcor Ltd. Provides Earnings Guidance for the Full Year of 2021Shawcor Ltd. provided earnings guidance for the full year of 2021. The company expects to deliver improved financial performance in 2021 over 2020, with improved performance in the second half of the year and some quarterly volatility due to project execution timing. Although disruptions related to supply chain issues are expected to continue for the remainder of the year, the Company anticipates these impacts will largely have abated by early 2022.Board Change • Aug 01High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. President, CEO & Director Mike Reeves was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Executive Departure • May 19Independent Director has left the companyOn the 13th of May, Robert Mionis' tenure as Independent Director ended after 2.4 years in the role. We don't have any record of a personal shareholding under Robert's name. A total of 4 executives have left over the last 12 months.Executive Departure • May 19Independent Director has left the companyOn the 13th of May, Michael Hanley's tenure as Independent Director ended after 6.0 years in the role. As of December 2020, Michael personally held only 8.50k shares (€19k worth at the time). A total of 4 executives have left over the last 12 months.Executive Departure • May 19Independent Director has left the companyOn the 13th of May, Lisa Bahash's tenure as Independent Director ended after less than a year in the role. We don't have any record of a personal shareholding under Lisa's name. A total of 4 executives have left over the last 12 months.Reported Earnings • May 15First quarter 2021 earnings released: CA$0.22 loss per share (vs CA$3.35 loss in 1Q 2020)The company reported a decent first quarter result with reduced losses and improved control over expenses, although revenues were weaker. First quarter 2021 results: Revenue: CA$279.3m (down 12% from 1Q 2020). Net loss: CA$15.4m (loss narrowed 94% from 1Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 56 percentage points per year, which is a significant difference in performance.공시 • Mar 16Shawcor Ltd. Announces Conditional Award for North Sea Development ProjectShawcor Ltd. announced that its pipe coating division has secured a firm contract, pending project sanction, to provide a wet insulation coating system utilizing its proprietary ULTRA™ technology for a Development Project located in the North Sea. The conditional award was secured following a technology development program to extend Shawcor’s ULTRA™ platform. The value of the award is in the range of CAD 40- CAD 45 million, pending final investment decision which is expected to occur in the third quarter of 2021. The work is expected to be executed from Shawcor’s Okanger, Norway facility commencing in the third quarter of 2022.Reported Earnings • Mar 13Full year 2020 earnings released: CA$3.33 loss per share (vs CA$0.47 loss in FY 2019)The company reported a poor full year result with increased losses, weaker revenues and weaker control over costs. Full year 2020 results: Revenue: CA$1.18b (down 21% from FY 2019). Net loss: CA$234.2m (loss widened CA$200.9m from FY 2019). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 85 percentage points per year, which is a significant difference in performance.Analyst Estimate Surprise Post Earnings • Mar 13Revenue beats expectationsRevenue exceeded analyst estimates by 1.0%. Over the next year, revenue is expected to shrink by 2.7% compared to a 2.4% growth forecast for the Energy Services industry in Germany.공시 • Mar 12Shawcor Ltd., Annual General Meeting, May 13, 2021Shawcor Ltd., Annual General Meeting, May 13, 2021.공시 • Mar 04Shawcor Ltd. Appoints Michael E. Reeves as PresidentShawcor Ltd. announced the appointment of Michael E. Reeves as the new President of Shawcor. Stephen M. Orr, will continue to serve as the Chief Executive Officer of the Company. This change is part of Shawcor’s ongoing management succession planning. In his role as President, Mr. Reeves will report to the Chief Executive Officer and will assume responsibility for all of Shawcor’s operating segments: Pipeline and Pipe Services, Composite Systems and Automotive and Industrial, effective immediately. Mr. Reeves joins Shawcor with over twenty-five years of industry experience in progressively senior leadership roles at companies such as NOV and Schlumberger, culminating with his current role as President and CEO of Rubicon Oilfield International. Mr. Reeves brings to Shawcor a wealth of management expertise and global experience with a proven track record in the development and execution of strategic initiatives to drive stakeholder value.공시 • Feb 20Shawcor Ltd. to Report Q4, 2020 Results on Mar 10, 2021Shawcor Ltd. announced that they will report Q4, 2020 results After-Market on Mar 10, 2021Is New 90 Day High Low • Feb 12New 90-day high: €3.14The company is up 105% from its price of €1.53 on 13 November 2020. The German market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Energy Services industry, which is up 21% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €0.97 per share.공시 • Jan 28+ 1 more updateShawcor Ltd.(TSX:SCL) dropped from S&P/TSX Composite IndexShawcor Ltd.(TSX:SCL) dropped from S&P/TSX Composite Index이익 및 매출 성장 예측DB:Y6R - 애널리스트 향후 추정치 및 과거 재무 데이터 (CAD Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/20281,5438590N/A112/31/20271,3626759127712/31/20261,309404810773/31/20261,27083785N/A12/31/20251,2684841104N/A9/30/20251,16427-363N/A6/30/20251,07530-2364N/A3/31/202599544-7034N/A12/31/2024885-6-5061N/A9/30/2024869112114N/A6/30/20248652231131N/A3/31/20248521975168N/A12/31/20238814254125N/A9/30/202391560128186N/A6/30/202392772192232N/A3/31/2023833122174192N/A12/31/202286294190211N/A9/30/2022902226590N/A6/30/2022960-151238N/A3/31/20221,131-714071N/A12/31/20211,143-794065N/A9/30/20211,202351133N/A6/30/20211,17925323N/A3/31/20211,139-15725N/A12/31/20201,178-2342044N/A9/30/20201,187-3725683N/A6/30/20201,313-3475084N/A3/31/20201,459-259-336N/A12/31/20191,489-33N/A54N/A9/30/20191,51053N/A56N/A6/30/20191,46657N/A28N/A3/31/20191,40813N/A78N/A12/31/20181,40926N/A31N/A9/30/20181,48242N/A76N/A6/30/20181,52651N/A161N/A3/31/20181,55660N/A174N/A12/31/20171,56571N/A178N/A9/30/20171,46878N/A137N/A6/30/20171,332-115N/A94N/A3/31/20171,204-173N/A22N/A12/31/20161,209-181N/A132N/A9/30/20161,335-177N/A205N/A6/30/20161,56235N/A211N/A3/31/20161,70468N/A350N/A12/31/20151,81198N/A281N/A9/30/20151,85547N/A244N/A6/30/20151,84014N/A281N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: Y6R 의 연간 예상 수익 증가율(57.8%)이 saving rate(1.9%)보다 높습니다.수익 vs 시장: Y6R 의 연간 수익(57.8%)이 German 시장(17.1%)보다 빠르게 성장할 것으로 예상됩니다.고성장 수익: Y6R 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.수익 대 시장: Y6R 의 수익(연간 6.1%)이 German 시장(연간 6.8%)보다 느리게 성장할 것으로 예상됩니다.고성장 매출: Y6R 의 수익(연간 6.1%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: Y6R의 자본 수익률은 3년 후 7.9%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YEnergy 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/24 20:42종가2026/05/22 00:00수익2026/03/31연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Mattr Corp.는 11명의 분석가가 다루고 있습니다. 이 중 7명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Tim MonachelloATB CormarkJohn GibsonBMO Capital Markets Equity ResearchYuri LynkCanaccord Genuity8명의 분석가 더 보기
공시 • Nov 13Mattr Corp. Provides Earnings Guidance for the Fourth Quarter of 2025Mattr Corp. provided earnings guidance for the fourth quarter of 2025. The Company currently anticipates revenue from Continuing Operations in the fourth quarter of 2025 will be below the third quarter of 2025.
공시 • Aug 14Mattr Corp. Provides Earning Guidance for the Third Quarter of 2025Mattr Corp. provided earning guidance for the third quarter of 2025. For the quarter, company currently anticipates revenue will be modestly below the second quarter of 2025.
공시 • Mar 14Mattr Corp. Provides Earnings Guidance for the Year 2025Mattr Corp. provided earnings guidance for the year 2025. For the year, the company expects year-over-year revenue, Adjusted EBITDA and Adjusted EPS growth versus 2024, driven primarily by new customer capture, new product adoption, increased customer activity, progressively rising production output from newly established sites, progressively improving cost absorption as new site activity rises, significantly lower full year 2025 MEO cost recognition when compared to 2024 and the addition of AmerCable. All previously existing business lines are expected to contribute to year-over-year revenue growth, with the exception of Flexpipe, where the Company is expecting relatively flat revenue performance in 2025.
공시 • Aug 12Shawcor Ltd. Provides Earnings Guidance for the Full Year of 2021Shawcor Ltd. provided earnings guidance for the full year of 2021. The company expects to deliver improved financial performance in 2021 over 2020, with improved performance in the second half of the year and some quarterly volatility due to project execution timing. Although disruptions related to supply chain issues are expected to continue for the remainder of the year, the Company anticipates these impacts will largely have abated by early 2022.
공시 • May 01Mattr Corp. Announces Not Stand for Re-Election of Marvin Riley to the Board of DirectorsMattr Corp. announced that, for personal reasons, Marvin Riley, will not be standing for re-election to the Board of Directors at the Company’s upcoming Annual Meeting of Shareholders to be held on May 14, 2026 . The Board will consider the size of the Board and whether to appoint an additional Board member following the AGM.
공시 • Apr 15+ 3 more updatesMattr Corp. to Report Q3, 2026 Results on Nov 12, 2026Mattr Corp. announced that they will report Q3, 2026 results After-Market on Nov 12, 2026
공시 • Mar 03Mattr Corp., Annual General Meeting, May 14, 2026Mattr Corp., Annual General Meeting, May 14, 2026.
공시 • Nov 13Mattr Corp. Provides Earnings Guidance for the Fourth Quarter of 2025Mattr Corp. provided earnings guidance for the fourth quarter of 2025. The Company currently anticipates revenue from Continuing Operations in the fourth quarter of 2025 will be below the third quarter of 2025.
공시 • Aug 19Mattr Corp. Appoints Jane Skoblo as A Director, Effective August 13, 2025Mattr Corp. announced the appointment of Jane Skoblo as a director of the Company effective August 13, 2025. Ms. Skoblo will serve on both the Audit and Compensation & Organizational Development Committees of Mattr. Ms. Skoblo’s addition to the Board allows for an orderly transition as Laura Cillis, current Director and Audit Committee Chair, intends to retire from the Board at the Company’s next Annual General Meeting. Ms. Skoblo is an independent corporate director, with extensive financial services experience spanning Canada, USA and international markets. In her last role, she was Vice President, Digital Operations at Rogers Communications, leading digital transformation for the company. Ms. Skoblo previously served as CFO of AMEX Bank of Canada and of Global Rewards for American Express (USA). Prior to that, she was CFO and COO of two start-ups - myNext Mortgage Company and Mortgage Architects Inc. She has also held senior positions in Finance with CIBC and BMO. Ms. Skoblo currently sits on the Board of Directors for Medavie, a Canadian health solutions provider, where she chairs the Audit and Risk Committee and is a member of the Finance and Investment Committee. She also sits on the Board of Teranet, the exclusive provider of electronic land and commercial registration services on behalf of the Provinces of Ontario and Manitoba, where she serves as Audit Chair, and of KOHO, a Canadian fintech company that offers a mobile-first banking alternative. Ms. Skoblo was previously a board member of Allstate Canada, Logistec Corporation, Points, Digital Research Alliance of Canada, AMEX Bank of Canada and Advisory Board member at the University of Waterloo School of Accounting and Finance. Ms. Skoblo holds a Bachelor of Business Administration from the Schulich School of Business. She is a CPA and holds CITP designation from AICPA and an ICD.D designation from the Institute of Corporate Directors.
공시 • Aug 14Mattr Corp. Provides Earning Guidance for the Third Quarter of 2025Mattr Corp. provided earning guidance for the third quarter of 2025. For the quarter, company currently anticipates revenue will be modestly below the second quarter of 2025.
공시 • Mar 14Mattr Corp. Provides Earnings Guidance for the Year 2025Mattr Corp. provided earnings guidance for the year 2025. For the year, the company expects year-over-year revenue, Adjusted EBITDA and Adjusted EPS growth versus 2024, driven primarily by new customer capture, new product adoption, increased customer activity, progressively rising production output from newly established sites, progressively improving cost absorption as new site activity rises, significantly lower full year 2025 MEO cost recognition when compared to 2024 and the addition of AmerCable. All previously existing business lines are expected to contribute to year-over-year revenue growth, with the exception of Flexpipe, where the Company is expecting relatively flat revenue performance in 2025.
공시 • Mar 10Mattr Corp., Annual General Meeting, May 15, 2025Mattr Corp., Annual General Meeting, May 15, 2025.
공시 • Feb 19+ 4 more updatesMattr Corp. to Report Q4, 2025 Results on Mar 12, 2026Mattr Corp. announced that they will report Q4, 2025 results on Mar 12, 2026
공시 • Jan 03Mattr Corp. (TSX:MATR) completed the acquisition of Nexans AmerCable Incorporated from Nexans USA Inc.Mattr Corp. (TSX:MATR) agreed to acquire Nexans AmerCable Incorporated from Nexans USA Inc. for $280 million on November 7, 2024. A cash consideration of $280 million will be paid by Mattr Corp. Mattr intends to finance the transaction through a mix of cash on its balance sheet and its existing credit facility. AmerCable reported in 2023 standard sales of approximately $250 million. This purchase price represents a multiple of approximately 5.0 times Adjusted EBITDA of the AmerCable business for the trailing twelve-month (“TTM”) period ended June 30, 2024. The deal has received unanimous approval from both Mattr’s and Nexans’ Board of Directors. The transaction is subject to customary closing conditions including U.S. anti-trust review and approval and is expected to close around the end of 2024. Transaction fees are anticipated to be in the range of $5.8 to $6.5 million. TD Securities, Inc. acted as financial advisor for Mattr Corp. Kelli N. Patel, Mauryah N. A. McLaughlin of Dentons Canada LLP acted as legal advisor for Mattr Corp. Mitchell E. Albert of Dentons US LLP acted as legal advisor for Mattr Corp. JPMorgan Chase & Co. (NYSE:JPM) acted as financial advisor to Nexans USA Inc. White & Case LLP acted as legal advisor for Nexans USA Inc. Mattr Corp. (TSX:MATR) completed the acquisition of Nexans AmerCable Incorporated from Nexans USA Inc. on January 2, 2025.
공시 • Dec 08Mattr Corp. announced that it expects to receive CAD 129.25 million in fundingMattr Corp. announced that it has entered into an underwriting agreement to sell, pursuant to a private placement offering to issue 125,000 debt subscription receipts for an aggregate issue price of CAD 1,034 for the aggregate gross proceeds of up to CAD 129,250,000 on December 6, 2024. Each Subscription Receipt will entitle the holder thereof to receive, upon the satisfaction of certain conditions and without payment of additional consideration or further action, a newly authenticated 7.25% senior unsecured note of the Company due April 2, 2031, in a principal amount of CAD 1,000. The company expects the closing of the Acquisition to occur in the first quarter of 2025.
Reported Earnings • Nov 14Third quarter 2024 earnings released: EPS: CA$0.085 (vs CA$0.26 in 3Q 2023)Third quarter 2024 results: EPS: CA$0.085 (down from CA$0.26 in 3Q 2023). Revenue: CA$226.2m (flat on 3Q 2023). Net income: CA$5.61m (down 69% from 3Q 2023). Profit margin: 2.5% (down from 8.0% in 3Q 2023). Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 2.4% growth forecast for the Energy Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 46% per year whereas the company’s share price has increased by 44% per year.
New Risk • Nov 09New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 7.5% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (7.5% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (3.5% net profit margin).
공시 • Nov 09Mattr Corp. (TSX:MATR) agreed to acquire Nexans AmerCable Incorporated from Nexans S.A. (ENXTPA:NEX) for CAD 390 million.Mattr Corp. (TSX:MATR) agreed to acquire Nexans AmerCable Incorporated from Nexans S.A. (ENXTPA:NEX) for $280 million on November 8, 2024. A cash consideration of $280 million will be paid by Mattr Corp. Mattr intends to finance the transaction through a mix of cash on its balance sheet and its existing credit facility. AmerCable reported in 2023 standard sales of approximately $250 million. The deal has received unanimous approval from both Mattr’s and Nexans’ Board of Directors. The transaction is subject to customary closing conditions including U.S. anti-trust review and approval and is expected to close around the end of 2024. Transaction fees are anticipated to be in the range of $5.8 to $6.5 million. TD Securities, Inc. acted as financial advisor for Mattr Corp. Dentons Canada LLP acted as legal advisor for Mattr Corp.
Valuation Update With 7 Day Price Move • Nov 08Investor sentiment improves as stock rises 25%After last week's 25% share price gain to €9.70, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 7x in the Energy Services industry in Europe. Total returns to shareholders of 193% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €18.11 per share.
공시 • Oct 25Mattr Corp. to Report Q3, 2024 Results on Nov 13, 2024Mattr Corp. announced that they will report Q3, 2024 results After-Market on Nov 13, 2024
Reported Earnings • Aug 13Second quarter 2024 earnings released: EPS: CA$0.18 (vs CA$0.21 in 2Q 2023)Second quarter 2024 results: EPS: CA$0.18 (down from CA$0.21 in 2Q 2023). Revenue: CA$253.9m (up 1.4% from 2Q 2023). Net income: CA$12.2m (down 17% from 2Q 2023). Profit margin: 4.8% (down from 5.9% in 2Q 2023). Revenue is forecast to grow 7.9% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Energy Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 51% per year whereas the company’s share price has increased by 47% per year.
공시 • Jul 19Mattr Corp. to Report Q2, 2024 Results on Aug 08, 2024Mattr Corp. announced that they will report Q2, 2024 results After-Market on Aug 08, 2024
New Risk • May 17New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 3.8% Last year net profit margin: 15% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (3.8% net profit margin).
Reported Earnings • May 15First quarter 2024 earnings released: CA$0.007 loss per share (vs CA$0.36 profit in 1Q 2023)First quarter 2024 results: CA$0.007 loss per share (down from CA$0.36 profit in 1Q 2023). Revenue: CA$224.5m (down 38% from 1Q 2023). Net loss: CA$437.0k (down 102% from profit in 1Q 2023). Revenue is forecast to grow 7.3% p.a. on average during the next 3 years, compared to a 1.9% growth forecast for the Energy Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has increased by 45% per year, which means it is tracking significantly ahead of earnings growth.
공시 • Apr 11Mattr Corp. to Report Q1, 2024 Results on May 14, 2024Mattr Corp. announced that they will report Q1, 2024 results After-Market on May 14, 2024
New Risk • Mar 15New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 6.0% Last year net profit margin: 11% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (6.0% net profit margin).
Reported Earnings • Mar 14Full year 2023 earnings released: EPS: CA$0.81 (vs CA$0.43 loss in FY 2022)Full year 2023 results: EPS: CA$0.81 (up from CA$0.43 loss in FY 2022). Revenue: CA$925.3m (down 26% from FY 2022). Net income: CA$55.8m (up CA$85.8m from FY 2022). Profit margin: 6.0% (up from net loss in FY 2022). Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 1.9% growth forecast for the Energy Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 56% per year but the company’s share price has only increased by 41% per year, which means it is significantly lagging earnings growth.
공시 • Mar 01Mattr Corp., Annual General Meeting, May 15, 2024Mattr Corp., Annual General Meeting, May 15, 2024.
공시 • Nov 25Shawcor Ltd. Announces Board ChangesShawcor Ltd. announced that Derek Blackwood has decided to retire after 14 years of service as an independent director, including 3 years as board chair, and will not seek re-election at the Company’s 2024 Annual General Meeting. The Company’s board of directors have unanimously selected Kevin Nugent as Mattr’s new board chair. Mr. Nugent will assume this role effective December 1, 2023 and Mr. Blackwood will remain as a director of the Company until his retirement on May 14, 2024. Consistent with the Company’s succession practice, Mr. Blackwood will engage in a robust transition process with Mr. Nugent to enable a seamless transfer of responsibilities. Mr. Nugent is an independent businessperson and has been a corporate director since 2007, holding numerous director roles in a variety of public and private companies, non-profit and governmental organizations. Mr. Nugent is also a Chartered Professional Accountant, with over 35 years of broad-based management experience. Mr. Nugent holds a Bachelor of Management from the University of Lethbridge and a Chartered Professional Accountant, CA (honors) designation from the Institute of Chartered Professional Accountants of Alberta. In addition to his role on the board of Mattr, Mr. Nugent currently serves as a director of the Banff Sport Medicine Foundation in addition to several private companies.
공시 • Nov 19Shawcor Ltd. to Report Q4, 2023 Results on Feb 20, 2024Shawcor Ltd. announced that they will report Q4, 2023 results at 8:00 AM, Central European Standard Time on Feb 20, 2024
Reported Earnings • Nov 15Third quarter 2023 earnings released: EPS: CA$0.26 (vs CA$0.33 in 3Q 2022)Third quarter 2023 results: EPS: CA$0.26 (down from CA$0.33 in 3Q 2022). Revenue: CA$225.4m (down 33% from 3Q 2022). Net income: CA$18.1m (down 21% from 3Q 2022). Profit margin: 8.0% (up from 6.9% in 3Q 2022). Revenue is expected to decline by 11% p.a. on average during the next 3 years, while revenues in the Energy Services industry in Europe are expected to grow by 2.0%. Over the last 3 years on average, earnings per share has increased by 82% per year but the company’s share price has only increased by 64% per year, which means it is significantly lagging earnings growth.
New Risk • Nov 14New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 6.5% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.
공시 • Oct 27Shawcor Ltd. to Report Q3, 2023 Results on Nov 13, 2023Shawcor Ltd. announced that they will report Q3, 2023 results After-Market on Nov 13, 2023
Reported Earnings • Aug 11Second quarter 2023 earnings released: EPS: CA$0.19 (vs CA$0.29 in 2Q 2022)Second quarter 2023 results: EPS: CA$0.19 (down from CA$0.29 in 2Q 2022). Revenue: CA$400.6m (up 31% from 2Q 2022). Net income: CA$13.1m (down 36% from 2Q 2022). Profit margin: 3.3% (down from 6.6% in 2Q 2022). Revenue is forecast to grow 1.4% p.a. on average during the next 3 years, compared to a 3.2% growth forecast for the Energy Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 99% per year but the company’s share price has only increased by 86% per year, which means it is significantly lagging earnings growth.
공시 • Jul 14Shawcor Ltd. to Report Q2, 2023 Results on Aug 10, 2023Shawcor Ltd. announced that they will report Q2, 2023 results After-Market on Aug 10, 2023
공시 • Jun 27Shawcor Ltd. (TSX:MATR) announces an Equity Buyback for 3,442,233 shares, representing 4.94% for CAD 25 million.Shawcor Ltd. (TSX:MATR) announces a share repurchase program. Under the normal course issuer bid, the company will repurchase up to 3,442,233 shares, representing 4.94% for CAD 25 million. The bid will be funded using existing cash resources and any common shares repurchased by the company under the bid will be cancelled. The bid will be valid till June 27, 2024. As of June 26, 2023, the company has 69,611,384 common shares issued and outstanding.
공시 • Jun 02Achieve Capital, LLC and management acquired Shaw Pipeline Services, Inc. from Shawcor Ltd.Achieve Capital, LLC and management acquired Shaw Pipeline Services, Inc. from Shawcor Ltd. on June 1, 2023.Achieve Capital, LLC and management completed the acquisition of Shaw Pipeline Services, Inc. from Shawcor Ltd. on June 1, 2023.
공시 • May 16Shawcor Ltd. Approves Election of Katherine Rethy as DirectorShawcor Ltd. announced that at its Annual Meeting held on May 12, 2023, approved the election of Katherine Rethy as Director.
Reported Earnings • May 12First quarter 2023 earnings released: EPS: CA$0.36 (vs CA$0.098 loss in 1Q 2022)First quarter 2023 results: EPS: CA$0.36 (up from CA$0.098 loss in 1Q 2022). Revenue: CA$364.4m (up 36% from 1Q 2022). Net income: CA$25.2m (up CA$32.2m from 1Q 2022). Profit margin: 6.9% (up from net loss in 1Q 2022). Revenue is expected to decline by 3.0% p.a. on average during the next 3 years, while revenues in the Energy Services industry in Europe are expected to grow by 3.0%. Over the last 3 years on average, earnings per share has increased by 91% per year but the company’s share price has increased by 97% per year, which means it is tracking significantly ahead of earnings growth.
Buying Opportunity • Apr 25Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 7.2%. The fair value is estimated to be €10.61, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 6.6% over the last 3 years. Earnings per share has grown by 66%.
Reported Earnings • Mar 09Full year 2022 earnings released: CA$0.43 loss per share (vs CA$1.12 loss in FY 2021)Full year 2022 results: CA$0.43 loss per share (improved from CA$1.12 loss in FY 2021). Revenue: CA$1.26b (up 9.8% from FY 2021). Net loss: CA$30.0m (loss narrowed 62% from FY 2021). Revenue is forecast to grow 8.6% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Energy Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 66% per year but the company’s share price has increased by 89% per year, which means it is tracking significantly ahead of earnings growth.
Recent Insider Transactions • Jan 07Insider recently sold €94k worth of stockOn the 3rd of January, Simon Dewey sold around 10k shares on-market at roughly €9.40 per share. This transaction amounted to 51% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €48k more than they bought in the last 12 months.
Board Change • Nov 16High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Independent Director Ramesh Ramachandran was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Aug 13Second quarter 2022 earnings released: EPS: CA$0.29 (vs CA$0.038 in 2Q 2021)Second quarter 2022 results: EPS: CA$0.29 (up from CA$0.038 in 2Q 2021). Revenue: CA$307.0m (flat on 2Q 2021). Net income: CA$20.4m (up CA$17.7m from 2Q 2021). Profit margin: 6.6% (up from 0.9% in 2Q 2021). Over the next year, revenue is forecast to grow 16%, compared to a 13% growth forecast for the industry in Germany. 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 25% per year, which means it is significantly lagging earnings.
공시 • Aug 12+ 1 more updateShawcor Ltd. Reports Impairment Charges for the Second Quarter Ended June 30, 2022Shawcor Ltd. reported impairment charges for the second quarter ended June 30, 2022. In the second quarter of 2022, the company recorded impairment charges of $20.3 million after performing evaluations in support of its ongoing strategy of portfolio optimization. The impairment charges included property, plant and equipment and intangible assets for Shaw Pipeline Services of $8.1 million, property, plant and equipment for Oilfield Asset Management of $6.2 million, property, plant and equipment for Lake Superior Consulting of $1.9 million, property, plant and equipment in Socotherm Argentina for $2.9 million and assets in Saudi Arabia within Composite Production Systems of $1.1 million.
공시 • Jul 28Shawcor Ltd. to Report Q2, 2022 Results on Aug 11, 2022Shawcor Ltd. announced that they will report Q2, 2022 results After-Market on Aug 11, 2022
Board Change • Jun 02High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Independent Director Ramesh Ramachandran was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • May 14First quarter 2022 earnings released: CA$0.098 loss per share (vs CA$0.22 loss in 1Q 2021)First quarter 2022 results: CA$0.098 loss per share (up from CA$0.22 loss in 1Q 2021). Revenue: CA$267.8m (down 4.1% from 1Q 2021). Net loss: CA$6.94m (loss narrowed 55% from 1Q 2021). Over the next year, revenue is forecast to grow 6.4%, compared to a 18% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has fallen by 31% per year, which means it is performing significantly worse than earnings.
공시 • May 14Ann unknown buyer acquired Pipe coating facility in Adria, Italy from Shawcor Ltd. (TSX:SCL).Ann unknown buyer acquired Pipe coating facility in Adria, Italy from Shawcor Ltd. (TSX:SCL) recently.
공시 • May 02Shawcor Ltd. to Report Q1, 2022 Results on May 12, 2022Shawcor Ltd. announced that they will report Q1, 2022 results After-Market on May 12, 2022
Reported Earnings • Mar 11Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: CA$1.12 loss per share (up from CA$3.33 loss in FY 2020). Revenue: CA$1.14b (down 3.0% from FY 2020). Net loss: CA$79.1m (loss narrowed 66% from FY 2020). Revenue exceeded analyst estimates by 1.3%. Over the next year, revenue is forecast to stay flat compared to a 21% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 25% per year but the company’s share price has fallen by 36% per year, which means it is performing significantly worse than earnings.
공시 • Feb 18Shawcor Ltd. to Report Q4, 2021 Results on Mar 09, 2022Shawcor Ltd. announced that they will report Q4, 2021 results After-Market on Mar 09, 2022
공시 • Dec 21Superior Integrity Limited acquired Shawcor Inspection Services Business of Shawcor Ltd. (TSX:SCL) for CAD 11.5 million.Superior Integrity Limited acquired Shawcor Inspection Services Business of Shawcor Ltd. (TSX:SCL) for CAD 11.5 million on December 20, 2021. Shawcor Inspection Services Business generated revenue of approximately CAD 38.4 million with a loss of CAD 3.3 million on an adjusted EBITDA. Proceeds from the sale will be used to reduce Shawcor's existing indebtedness Superior Integrity Limited completed the acquisition of Shawcor Inspection Services Business of Shawcor Ltd. (TSX:SCL) on December 20, 2021.
공시 • Nov 30An unknown buyer acquired Guardian Inspection S.A. de C.V. from Shawcor Ltd. (TSX:SCL).An unknown buyer acquired Guardian Inspection S.A. de C.V. from Shawcor Ltd. (TSX:SCL) on November 29, 2021. In a related transaction, An unknown buyer acquired CSI Services entity in Western Canada from Shawcor Ltd. An unknown buyer completed the acquisition of Guardian Inspection S.A. de C.V. from Shawcor Ltd. (TSX:SCL) on November 29, 2021.
Reported Earnings • Nov 11Third quarter 2021 earnings released: CA$0.12 loss per share (vs CA$0.26 loss in 3Q 2020)The company reported a solid third quarter result with reduced losses, improved revenues and improved control over expenses. Third quarter 2021 results: Revenue: CA$291.4m (up 8.9% from 3Q 2020). Net loss: CA$8.28m (loss narrowed 55% from 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 42% per year whereas the company’s share price has fallen by 38% per year.
Valuation Update With 7 Day Price Move • Sep 28Investor sentiment improved over the past weekAfter last week's 23% share price gain to €3.82, the stock trades at a forward P/E ratio of 50x. Average forward P/E is 8x in the Energy Services industry in Europe. Total loss to shareholders of 75% over the past three years.
Valuation Update With 7 Day Price Move • Aug 28Investor sentiment improved over the past weekAfter last week's 16% share price gain to €3.34, the stock trades at a forward P/E ratio of 55x. Average forward P/E is 8x in the Energy Services industry in Europe. Total loss to shareholders of 79% over the past three years.
Reported Earnings • Aug 12Second quarter 2021 earnings released: EPS CA$0.038 (vs CA$0.52 loss in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: CA$305.9m (up 15% from 2Q 2020). Net income: CA$2.65m (up CA$39.4m from 2Q 2020). Profit margin: 0.9% (up from net loss in 2Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 27 percentage points per year, which is a significant difference in performance.
공시 • Aug 12Shawcor Ltd. Provides Earnings Guidance for the Full Year of 2021Shawcor Ltd. provided earnings guidance for the full year of 2021. The company expects to deliver improved financial performance in 2021 over 2020, with improved performance in the second half of the year and some quarterly volatility due to project execution timing. Although disruptions related to supply chain issues are expected to continue for the remainder of the year, the Company anticipates these impacts will largely have abated by early 2022.
Board Change • Aug 01High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. President, CEO & Director Mike Reeves was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Executive Departure • May 19Independent Director has left the companyOn the 13th of May, Robert Mionis' tenure as Independent Director ended after 2.4 years in the role. We don't have any record of a personal shareholding under Robert's name. A total of 4 executives have left over the last 12 months.
Executive Departure • May 19Independent Director has left the companyOn the 13th of May, Michael Hanley's tenure as Independent Director ended after 6.0 years in the role. As of December 2020, Michael personally held only 8.50k shares (€19k worth at the time). A total of 4 executives have left over the last 12 months.
Executive Departure • May 19Independent Director has left the companyOn the 13th of May, Lisa Bahash's tenure as Independent Director ended after less than a year in the role. We don't have any record of a personal shareholding under Lisa's name. A total of 4 executives have left over the last 12 months.
Reported Earnings • May 15First quarter 2021 earnings released: CA$0.22 loss per share (vs CA$3.35 loss in 1Q 2020)The company reported a decent first quarter result with reduced losses and improved control over expenses, although revenues were weaker. First quarter 2021 results: Revenue: CA$279.3m (down 12% from 1Q 2020). Net loss: CA$15.4m (loss narrowed 94% from 1Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 56 percentage points per year, which is a significant difference in performance.
공시 • Mar 16Shawcor Ltd. Announces Conditional Award for North Sea Development ProjectShawcor Ltd. announced that its pipe coating division has secured a firm contract, pending project sanction, to provide a wet insulation coating system utilizing its proprietary ULTRA™ technology for a Development Project located in the North Sea. The conditional award was secured following a technology development program to extend Shawcor’s ULTRA™ platform. The value of the award is in the range of CAD 40- CAD 45 million, pending final investment decision which is expected to occur in the third quarter of 2021. The work is expected to be executed from Shawcor’s Okanger, Norway facility commencing in the third quarter of 2022.
Reported Earnings • Mar 13Full year 2020 earnings released: CA$3.33 loss per share (vs CA$0.47 loss in FY 2019)The company reported a poor full year result with increased losses, weaker revenues and weaker control over costs. Full year 2020 results: Revenue: CA$1.18b (down 21% from FY 2019). Net loss: CA$234.2m (loss widened CA$200.9m from FY 2019). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 85 percentage points per year, which is a significant difference in performance.
Analyst Estimate Surprise Post Earnings • Mar 13Revenue beats expectationsRevenue exceeded analyst estimates by 1.0%. Over the next year, revenue is expected to shrink by 2.7% compared to a 2.4% growth forecast for the Energy Services industry in Germany.
공시 • Mar 12Shawcor Ltd., Annual General Meeting, May 13, 2021Shawcor Ltd., Annual General Meeting, May 13, 2021.
공시 • Mar 04Shawcor Ltd. Appoints Michael E. Reeves as PresidentShawcor Ltd. announced the appointment of Michael E. Reeves as the new President of Shawcor. Stephen M. Orr, will continue to serve as the Chief Executive Officer of the Company. This change is part of Shawcor’s ongoing management succession planning. In his role as President, Mr. Reeves will report to the Chief Executive Officer and will assume responsibility for all of Shawcor’s operating segments: Pipeline and Pipe Services, Composite Systems and Automotive and Industrial, effective immediately. Mr. Reeves joins Shawcor with over twenty-five years of industry experience in progressively senior leadership roles at companies such as NOV and Schlumberger, culminating with his current role as President and CEO of Rubicon Oilfield International. Mr. Reeves brings to Shawcor a wealth of management expertise and global experience with a proven track record in the development and execution of strategic initiatives to drive stakeholder value.
공시 • Feb 20Shawcor Ltd. to Report Q4, 2020 Results on Mar 10, 2021Shawcor Ltd. announced that they will report Q4, 2020 results After-Market on Mar 10, 2021
Is New 90 Day High Low • Feb 12New 90-day high: €3.14The company is up 105% from its price of €1.53 on 13 November 2020. The German market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Energy Services industry, which is up 21% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €0.97 per share.
공시 • Jan 28+ 1 more updateShawcor Ltd.(TSX:SCL) dropped from S&P/TSX Composite IndexShawcor Ltd.(TSX:SCL) dropped from S&P/TSX Composite Index