10 Comments
Jan 6Liked by Six Bravo

Great article. I agree! I think I stumbled across the company a year ago. Didn’t decide to buy but still on my "interesting" watchlist.

Expand full comment
author

Thanks, Joshua.

Expand full comment

Thank you for putting this on my radar!

I kid you not, this is the Substack post I read just before yours: https://open.substack.com/pub/constructionphysics/p/roman-vs-modern-concrete.

Expand full comment
author

No problem, Tian. That’s funny.

Expand full comment

Thanks for writing this. I have liked this stock/company for a long time. I also like CRH and VMC

Expand full comment
author

Thanks, Patrick! Good to know, we’ll take a look.

Expand full comment

Thank you. Excellent read. That could also significantly ‘cap’ the build out of renewables that use a lot of concrete to build wind turbines.

Expand full comment
author
Jan 9·edited Jan 9Author

Could be. Not sure if it’d be a limiting factor, but it could increase the cost of a whole bunch of things.

Expand full comment
Jan 10Liked by Six Bravo

Amazing content, like always :)

Expand full comment
author

Wow, thank you, Emanuele!

Expand full comment