Transaction log
Mar 10, 2020 - Bought 150 @ $6.98 (1.06% wtg, opportunistic)
Pason Systems
Location: Calgary, Alberta, Canada
Profile
Symbol: PSI.TO, PSYTF
Industry: Oil & gas equipment & services
Sector: Energy
Theme: Commodity renaissance
Annual gross profit: $136 million
5-Year gross profit growth: +33.22%/year
5-Year shareholder growth: +35.5%/year
Estimated fair value: $12.47
Valuation assumption: 7.0% MFCF yield
Operating income/gross profit: 44.3%
Insider ownership: 0.45%
Investors: Whitney George (SII)
Fair value estimate history
Dec-24 - CAD 17 (7.0% MFCF yield)
Mar-25 - CAD 18
Jun-25 - CAD 18
Sep-25 - CAD 18
Dec-25 - $12.55
Mar-26 - $11.74
Jun-26 - $12.47