| DON'T BUY | 8.490 | Werner Muehelemann | Main business is doing fibreglass tanks for gasoline companies. Some US states have laws that tanks must be fibreglass. Huge potential in North America. Has seen some sales ramp up and earnings have come up as well but not as well as the market expected. Expensive at 25X or 30X earnings. Would buy it at 15X earnings. | 2008-05-28 | |
| TOP PICK | 8.500 | Alex Ruus | Leading provider of fibreglass storage tanks in North America. Have a technology that allows them to be the low-cost producer. Have parlayed their low costs and pure quality into a dominant position in Canada. Entered US last year and are just getting going. Trading at under 10X earnings. 1.5% dividend. | 2008-04-22 | |
| TOP PICK | 9.370 | Alex Ruus | #1 producer of fibreglass storage tanks. Have a technology advantage, which makes them a low-cost producer. Trading at under 10X earnings per year. Looking at the company over the next 3 years the story will get better and better. Will look quite cheap in 09. Should make $.50 in 08 and somewhere between $.60 and $.80 in 09. | 2008-02-25 | |
| TOP PICK | 10.000 | Alex Ruus | (A Top Pick May 7/07. Down 34.8 %.) Fibreglass underground storage tanks. Poorly understood stock. Did a $10 issue last January to help finance an acquisition of a US competitor. Also had a couple of earnings disappointments creating a small panic. Expect to see a huge ramp in earnings over the next 5 years. Long-term value stock. Strong Buy. | 2008-02-04 | |
| TOP PICK | 9.630 | Alex Ruus | (A Top Pick Nov 22/06. Up 1.6%.) Manufactures fibreglass storage tanks. With their technology have a dominant market share in Canada and have moved into the US. There is a lot of environmental legislation and a lot of leaking gasoline storage tanks. Had a bit of weakness in their upstream oil/gas supply business as well as a weaker US$. At these levels, it is a table-pounding Buy. | 2007-12-13 | |
| TOP PICK | 11.900 | Alex Ruus | (A Past Top Pick Nov of22/06. Up 26%.) An under appreciated Canadian success story. Manufactures fibreglass storage tanks with a patented technology allowing them to be a low-cost producer. Expanding internationally. | 2007-11-05 | |
| TOP PICK | 10.200 | Alex Ruus | (A Top Pick Nov 22/06. Up 5.2%.) A table pounder. Really undervalued when you look at the long-term earnings and cash flow that are going to come out of it. Low-cost producer with a patented technology. Hugely undervalued. | 2007-09-04 | |
| TOP PICK | 10.300 | Alex Ruus | Manufacturer fibreglass storage tanks. 90% market share in Canada in the gasoline station market. | 2007-07-18 | |
| TOP PICK | 14.950 | Alex Ruus | (A Top Pick Nov 22/06. Up 57.4%.) Their technology allows costs to be 30% lower than the nearest competitor. In January they acquired a large US tank manufacturer, which should give them accelerated growth. | 2007-05-07 | |
| TOP PICK | 13.940 | Alex Ruus | (A Top Pick Jan 4/07. Up 42.5%.) The recent run has been due to their acquisition of a large US tank manufacturer. They have a lot of margin improvement opportunities. | 2007-03-01 | |
| BUY | 11.900 | Hugh Cleland, CFA | Expanding into the US by acquiring Xerxes. This really accelerates their story. | 2007-01-24 | |
| TOP PICK | 9.750 | Alex Ruus | (A Top Pick Nov 22/06. Down .01%.) Leading provider of underground storage tanks in Canada. Starting to expand internationally. Have a 30% cost advantage over global competition due to patented technology. Also getting into relining existing storage tanks at filling stations, giving them a huge growth opportunity. | 2007-01-04 | |
| TOP PICK | 9.500 | Alex Ruus | Very bullish on his outlook. Largest producer of fibreglass storage tanks in Canada with a 90% share in the downstream oil/gas market. Also in pulp and paper. Have patented technology. Starting a new tank lining business where they repair old storage tanks. | 2006-11-22 | |
Experts that have talked about ZCL Composites Inc.
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