12 Comments

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.

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Thanks, Joshua.

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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.

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No problem, Tian. That’s funny.

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

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

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

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

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Amazing content, like always :)

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Wow, thank you, Emanuele!

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Thank you for sharing this idea, SB!

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Our pleasure. The research for this was a blast.

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