Canam Group (TSE:CAM)

Google Finance


July 2010 Q1 data

Check list:

1.Major Business.

Canadian construction company
Steel joists fabrication: 74% market share in Canada. 8% market share in US.
Steel deck fabrication: 46% market share in Canada. 3% market share in US.


2.Price, Book value, Share outstanding, Market Cap.
Recent price$7.10. Book value $7.20. Share outstanding: 45.4m.  Market cap: $322m. 

3.Current ratio. Debt/Current Asset ratio. Debt maturity and interest. Inventory level.

Current assets: $317m. Current liability: $143m. Inventory $122m. Total debt:


4.Revenue, Earning, Deficit check. Price/Sales ratio.

5.Dividend history.

0.16 per year since 2006.

6.Free Cash flow

7.SG&A, R&D expense.

At Dec. 2009, it has 2500 employees world wide.

8.Management compensation. Options. 

9.Buy back, insider holding and trading info.

Marcel Dutil (CEO) : 7.3m shares 16%. All others 1m shares, 2%.

10.Employee numbers. Revenue/Employee. Compensation/Employee.


11.Industry comparison.

U.S.:  
Nucor (Vulcraft), 
Commercial Metals Company (CMC Joists & Deck) : February 26, 2010 announced its decision to exit the steel joist and steel deck business by way of a sale and/or closure of its facilities
Steel Dynamics (New  Millenium), 
Nucor, Commercial Metals Company and Steel Dynamics are integrated businesses which operate steel mills

Schuff Steel (Quincy Joist) 
EBSCO Industries (Valley Joist)

Canada: represents over 10% of North America. 
Delta Joists: Quebec,
Samuel Manu-Tech (Omega Joists):  Western
MBS Steel: Ontario

12.Major events.


13.Concerns.
1. Many sectors, acquisitions, investment etc, quite hard to understand.