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Energy - Oil & Gas Equipment & Services - NYSE - CA
$ 19.9
-0.301 %
$ 534 M
Market Cap
14.63
P/E
1. INTRINSIC VALUE

North American Construction Group Ltd. provides equipment maintenance, and mining and heavy construction services in Canada, the United States, and Australia. The company's Heavy Construction & Mining division offers constructability reviews, budgetary cost estimates, design-build construction, project management, contract mining, pre-stripping/pit pioneering, overburden removal and stockpile, muskeg removal and stockpile, site preparation, air strip construction, site dewatering/perimeter ditching, tailings and process pipelines, haulage and access road construction, tailings dam construction and densification, mechanically stabilized earth walls, dyke construction, and reclamation services. Its Equipment Maintenance Services division provides fuel and lube servicing, portable steaming, equipment inspections, parts and component supply, major overhauls and equipment refurbishment, onsite haul truck brake testing, onsite maintenance support, under carriage rebuild, machining, hose manufacturing, and technical support services, as well as welding, fabrication/repairs, weld certification, and inspection services.[ Read More ]

The intrinsic value of one NOA stock under the base case scenario is HIDDEN Compared to the current market price of 19.9 USD, North American Construction Group Ltd. is HIDDEN

2. FUNDAMENTAL ANALYSIS

Price Chart NOA

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FINANCIALS
957 M REVENUE
24.39%
95.7 M OPERATING INCOME
-11.12%
63.1 M NET INCOME
-6.28%
270 M OPERATING CASH FLOW
59.80%
-245 M INVESTING CASH FLOW
-151.24%
-7.75 M FINANCING CASH FLOW
60.26%
287 M REVENUE
3.82%
53.8 M OPERATING INCOME
39.01%
13.9 M NET INCOME
-0.76%
48.2 M OPERATING CASH FLOW
-18.35%
-60.2 M INVESTING CASH FLOW
26.53%
20 M FINANCING CASH FLOW
105.78%
Balance Sheet Decomposition North American Construction Group Ltd.
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Current Assets 295 M
Cash & Short-Term Investments 88.6 M
Receivables 117 M
Other Current Assets 89.3 M
Non-Current Assets 1.25 B
Long-Term Investments 81.4 M
PP&E 1.16 B
Other Non-Current Assets 14.1 M
Current Liabilities 324 M
Accounts Payable 146 M
Short-Term Debt 94.4 M
Other Current Liabilities 83.4 M
Non-Current Liabilities 866 M
Long-Term Debt 623 M
Other Non-Current Liabilities 243 M
EFFICIENCY
Earnings Waterfall North American Construction Group Ltd.
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Revenue 957 M
Cost Of Revenue 803 M
Gross Profit 154 M
Operating Expenses 190 M
Operating Income 95.7 M
Other Expenses 32.6 M
Net Income 63.1 M
RATIOS
16.11% GROSS MARGIN
16.11%
10.00% OPERATING MARGIN
10.00%
6.60% NET MARGIN
6.60%
17.70% ROE
17.70%
4.08% ROA
4.08%
6.63% ROIC
6.63%
FREE CASH FLOW ANALYSIS
Free Cash Flow Analysis North American Construction Group Ltd.
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Net Income 63.1 M
Depreciation & Amortization 131 M
Capital Expenditures -203 M
Stock-Based Compensation 15.8 M
Change in Working Capital 51 M
Others -20 M
Free Cash Flow 66.9 M
3. WALL STREET ANALYSTS ESTIMATES
Wall Street Analysts Price Targets North American Construction Group Ltd.
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NOA has no price targets from Wall Street.
4. DIVIDEND ANALYSIS
0.39% DIVIDEND YIELD
0.0862 USD DIVIDEND PER SHARE
5. COMPETITION
6. Ownership
Insider Ownership North American Construction Group Ltd.
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Sold
0-3 MONTHS
0 USD 0
3-6 MONTHS
0 USD 0
6-9 MONTHS
0 USD 0
9-12 MONTHS
0 USD 0
Bought
0 USD 0
0-3 MONTHS
0 USD 0
3-6 MONTHS
0 USD 0
6-9 MONTHS
0 USD 0
9-12 MONTHS
Date Value Insider Amount Avg Price
6 years ago
Nov 01, 2018
Sell 124 K USD
CANNELL CAPITAL LLC
10 percent owner
- 10830
11.4719 USD
6 years ago
Nov 02, 2018
Sell 812 K USD
CANNELL CAPITAL LLC
10 percent owner
- 71087
11.4198 USD
6 years ago
Oct 04, 2018
Sell 1.1 M USD
CANNELL CAPITAL LLC
10 percent owner
- 99854
11.0367 USD
6 years ago
Oct 05, 2018
Sell 114 K USD
CANNELL CAPITAL LLC
10 percent owner
- 9692
11.7497 USD
6 years ago
Oct 08, 2018
Sell 1.79 M USD
CANNELL CAPITAL LLC
10 percent owner
- 146085
12.283 USD
6 years ago
Oct 09, 2018
Sell 40.8 K USD
CANNELL CAPITAL LLC
10 percent owner
- 3250
12.5632 USD
6 years ago
Apr 03, 2018
Bought 626 USD
CANNELL CAPITAL LLC
10 percent owner
+ 120
5.2183 USD
6 years ago
Apr 02, 2018
Bought 51.6 K USD
CANNELL CAPITAL LLC
10 percent owner
+ 10000
5.1608 USD
6 years ago
Mar 28, 2018
Bought 8.86 K USD
CANNELL CAPITAL LLC
10 percent owner
+ 1700
5.21 USD
6 years ago
Mar 27, 2018
Bought 90.9 K USD
CANNELL CAPITAL LLC
10 percent owner
+ 17300
5.2541 USD
6 years ago
Mar 26, 2018
Bought 10.7 K USD
CANNELL CAPITAL LLC
10 percent owner
+ 2057
5.22 USD
6 years ago
Mar 22, 2018
Bought 1.58 K USD
CANNELL CAPITAL LLC
10 percent owner
+ 300
5.26 USD
6 years ago
Mar 19, 2018
Bought 7.79 K USD
CANNELL CAPITAL LLC
10 percent owner
+ 1500
5.195 USD
6 years ago
Mar 16, 2018
Bought 89.5 K USD
CANNELL CAPITAL LLC
10 percent owner
+ 16772
5.3347 USD
6 years ago
Mar 15, 2018
Bought 127 K USD
CANNELL CAPITAL LLC
10 percent owner
+ 24173
5.2439 USD
6 years ago
Mar 14, 2018
Bought 71.5 K USD
CANNELL CAPITAL LLC
10 percent owner
+ 13517
5.2902 USD
6 years ago
Mar 09, 2018
Bought 39.6 K USD
CANNELL CAPITAL LLC
10 percent owner
+ 7900
5.01 USD
6 years ago
Jan 11, 2018
Bought 12.9 K USD
CANNELL CAPITAL LLC
10 percent owner
+ 2700
4.7915 USD
6 years ago
Dec 12, 2017
Bought 48.8 K USD
CANNELL CAPITAL LLC
10 percent owner
+ 11448
4.26 USD
6 years ago
Dec 11, 2017
Bought 88 K USD
CANNELL CAPITAL LLC
10 percent owner
+ 20685
4.2546 USD
6 years ago
Dec 07, 2017
Bought 14.6 K USD
CANNELL CAPITAL LLC
10 percent owner
+ 3440
4.2585 USD
6 years ago
Dec 06, 2017
Bought 9.27 K USD
CANNELL CAPITAL LLC
10 percent owner
+ 2176
4.26 USD
8 years ago
May 17, 2016
Sell 1.74 M USD
Polar Asset Management Partners Inc.
10 percent owner
- 513300
3.39 USD
8 years ago
Mar 21, 2016
Sell 1.42 M USD
CANNELL CAPITAL LLC
10 percent owner
- 721096
1.9701 USD
8 years ago
Mar 08, 2016
Sell 25.5 K USD
CANNELL CAPITAL LLC
10 percent owner
- 14061
1.8147 USD
8 years ago
Feb 17, 2016
Sell 12.8 K USD
CANNELL CAPITAL LLC
10 percent owner
- 7870
1.6277 USD
8 years ago
Feb 17, 2016
Sell 12.8 K USD
CANNELL CAPITAL LLC
Director
- 7870
1.6277 USD
8 years ago
Feb 18, 2016
Sell 28.6 K USD
CANNELL CAPITAL LLC
10 percent owner
- 17628
1.6198 USD
8 years ago
Feb 18, 2016
Sell 28.6 K USD
CANNELL CAPITAL LLC
Director
- 17628
1.6198 USD
8 years ago
Feb 19, 2016
Sell 24 K USD
CANNELL CAPITAL LLC
Director
- 14800
1.62 USD
8 years ago
Feb 19, 2016
Sell 24 K USD
CANNELL CAPITAL LLC
10 percent owner
- 14800
1.62 USD
9 years ago
Nov 09, 2015
Bought 1 K USD
CANNELL CAPITAL LLC
10 percent owner
+ 500
2 USD
9 years ago
Nov 04, 2015
Bought 21.5 K USD
CANNELL CAPITAL LLC
10 percent owner
+ 10800
1.9881 USD
9 years ago
Sep 18, 2015
Bought 594 USD
CANNELL CAPITAL LLC
10 percent owner
+ 300
1.98 USD
9 years ago
Sep 14, 2015
Bought 26.2 K USD
CANNELL CAPITAL LLC
10 percent owner
+ 13100
1.9997 USD
9 years ago
Sep 10, 2015
Bought 9.14 K USD
CANNELL CAPITAL LLC
10 percent owner
+ 4600
1.9863 USD
9 years ago
Aug 27, 2015
Bought 399 USD
CANNELL CAPITAL LLC
10 percent owner
+ 200
1.9937 USD
9 years ago
Aug 26, 2015
Bought 29.8 K USD
CANNELL CAPITAL LLC
10 percent owner
+ 15000
1.9896 USD
9 years ago
Aug 25, 2015
Bought 4.07 K USD
CANNELL CAPITAL LLC
10 percent owner
+ 2200
1.85 USD
9 years ago
Aug 24, 2015
Bought 30.5 K USD
CANNELL CAPITAL LLC
10 percent owner
+ 17987
1.6958 USD
9 years ago
Aug 13, 2015
Bought 9.99 K USD
CANNELL CAPITAL LLC
10 percent owner
+ 5000
1.9976 USD
9 years ago
Aug 12, 2015
Bought 9.87 K USD
CANNELL CAPITAL LLC
10 percent owner
+ 4700
2.0995 USD
9 years ago
Aug 11, 2015
Bought 41.8 K USD
CANNELL CAPITAL LLC
10 percent owner
+ 20000
2.0922 USD
9 years ago
Aug 07, 2015
Bought 8.98 K USD
CANNELL CAPITAL LLC
10 percent owner
+ 4500
1.9962 USD
9 years ago
Aug 06, 2015
Bought 27.3 K USD
CANNELL CAPITAL LLC
10 percent owner
+ 15500
1.761 USD
9 years ago
Aug 05, 2015
Bought 77 K USD
CANNELL CAPITAL LLC
10 percent owner
+ 43700
1.7625 USD
9 years ago
Aug 07, 2015
Bought 9.03 K USD
CANNELL CAPITAL LLC
10 percent owner
+ 4500
2.0062 USD
9 years ago
Aug 06, 2015
Bought 27.4 K USD
CANNELL CAPITAL LLC
10 percent owner
+ 15500
1.766 USD
9 years ago
Aug 05, 2015
Bought 69.5 K USD
CANNELL CAPITAL LLC
10 percent owner
+ 39293
1.7675 USD
7. News
NOA Lithium Closes $912,596 1st Tranche of the $2.7 Million Non-Brokered Private Placement TORONTO, ON / ACCESSWIRE / November 8, 2024 / NOA Lithium Brines Inc. (TSXV:NOAL) ("NOA" or the "Company") is pleased to announce it has closed the first tranche of the $2.7 million non-brokered private placement ("Private Placement") for the sale of 5,368,217 units (the "Units") at a price of $0.17 per Unit for gross proceeds of $912,596. All amounts are expressed herein in Canadian dollars. accesswire.com - 1 week ago
North American Construction Group Ltd. (NOA) Q3 2024 Earnings Call Transcript North American Construction Group Ltd. (NYSE:NOA ) Q3 2024 Earnings Conference Call October 31, 2024 9:00 AM ET Company Participants Joe Lambert - President and CEO Jason Veenstra - Chief Financial Officer Conference Call Participants Aaron MacNeil - TD Cowen Yuri Lynk - Canaccord Genuity Adam Thalhimer - Thompson Davis Maxim Sytchev - National Bank Financial Tim Monachello - ATB Capital Markets Devin Schilling - Ventum Financial Operator Good morning, ladies and gentlemen. seekingalpha.com - 2 weeks ago
North American Construction (NOA) Surpasses Q3 Earnings Estimates North American Construction (NOA) came out with quarterly earnings of $0.85 per share, beating the Zacks Consensus Estimate of $0.84 per share. This compares to earnings of $0.37 per share a year ago. zacks.com - 2 weeks ago
North American Construction Group Ltd. Announces Normal Course Issuer Bid ACHESON, Alberta, Oct. 30, 2024 (GLOBE NEWSWIRE) -- North American Construction Group Ltd. (“NACG” or “the Company”) (TSX:NOA/NYSE:NOA) today announced that it intends to commence a normal course issuer bid (the “NCIB”) to purchase, for cancellation, up to 2,087,577 common shares in the capital of the Company (“Common Shares”), which represents approximately 10% of the public float (as defined in the TSX Company Manual) and approximately 7.5% of the issued and outstanding Common Shares as of October 24, 2024. As at October 24, 2024, the Company had 27,827,282 Common Shares issued and outstanding. globenewswire.com - 2 weeks ago
North American Construction Group Ltd. Announces Results for the Third Quarter Ended September 30, 2024 ACHESON, Alberta, Oct. 30, 2024 (GLOBE NEWSWIRE) -- North American Construction Group Ltd. ("NACG") (TSX:NOA.TO/NYSE:NOA) today announced results for the third quarter ended September 30, 2024. Unless otherwise indicated, financial figures are expressed in Canadian dollars and compared to the prior period ended September 30, 2023. globenewswire.com - 2 weeks ago
North American Construction Group Ltd. Announces Credit Facility Extension ACHESON, Alberta, Oct. 25, 2024 (GLOBE NEWSWIRE) -- North American Construction Group Ltd. (“NACG” or “the Company”) (TSX:NOA.TO/NYSE:NOA) today announced it has finalized an extension and amendment of its senior secured credit facility (the “Credit Facility”). The maturity date has been extended by one year to October 3, 2027. In addition to the extension, the capacity has been increased to provide greater flexibility in operating the Company's Australian and Canadian businesses. globenewswire.com - 3 weeks ago
North American Construction Group Ltd. Third Quarter Results Conference Call and Webcast Notification ACHESON, Alberta, Oct. 21, 2024 (GLOBE NEWSWIRE) -- North American Construction Group Ltd. (“NACG” or “the Company”) (TSX:NOA.TO/NYSE:NOA) announced today that it will release its financial results for the third quarter ended September 30, 2024 on Wednesday, October 30, 2024 after markets close. Following the release of its financial results, NACG will hold a conference call and webcast on Thursday, October 31, 2024, at 7:00 a.m. Mountain Time (9:00 a.m. Eastern Time). globenewswire.com - 3 weeks ago
NOA Lithium Announces Investment of $13.5 Million Led by New Strategic Investor and Private Placement and Application to Extend Warrants BUENOS AIRES, ARGENTINA / ACCESSWIRE / October 15, 2024 / NOA Lithium Brines Inc. (TSXV:NOAL)(FSE:N7N) ("NOA" or the "Company") is pleased to announce that it has entered into a subscription agreement (the "Equity Subscription Agreement") with an arm's length investor, Clean Elements Ltd. (the "Investor"), in respect of a strategic non-brokered private placement (the "Offering"), of 79,411,764 units (the "Units") of the Company at a price of $0.17 per Unit for aggregate gross proceeds of $13,500,000 (the "Offering Amount"). accesswire.com - 1 month ago
NOA Secures $375 Million Contract Extension in Australia North American Construction's equipment maintenance and mining and heavy construction services bode well. zacks.com - 2 months ago
North American Construction Group Ltd. Announces Five-Year Contract in Queensland, Australia ACHESON, Alberta, Aug. 28, 2024 (GLOBE NEWSWIRE) -- North American Construction Group Ltd. (“NACG” or “the Company”) (TSX:NOA.TO/NYSE:NOA) today announced that the MacKellar Group (“MacKellar”) has been awarded a five-year contract by an existing client, a leading metallurgical coal producer in the state of Queensland, Australia. The contract leverages an existing agreement to transition hired fleet currently under contract as dry rental to a fully maintained fleet. globenewswire.com - 2 months ago
North American Construction Group Ltd. (NOA) Q2 2024 Earnings Call Transcript North American Construction Group Ltd. (NYSE:NOA ) Q2 2024 Results Earnings Conference Call August 1, 2024 9:00 AM ET Company Participants Joe Lambert - President and Chief Executive Officer Jason Veenstra - Chief Financial Officer Conference Call Participants Yuri Lynk - Canaccord Genuity Group Inc. Aaron MacNeil - TD Cowen Adam Thalhimer - Thompson Davis Tim Monachello - ATB Capital Markets Maxim Sytchev - National Bank Financial Devin Schilling - Ventum Financial Operator Good morning, ladies and gentlemen. seekingalpha.com - 3 months ago
North American Construction (NOA) Misses Q2 Earnings and Revenue Estimates North American Construction (NOA) came out with quarterly earnings of $0.57 per share, missing the Zacks Consensus Estimate of $0.65 per share. This compares to earnings of $0.35 per share a year ago. zacks.com - 3 months ago
8. Profile Summary

North American Construction Group Ltd. NOA

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COUNTRY CA
INDUSTRY Oil & Gas Equipment & Services
MARKET CAP $ 534 M
Dividend Yield 0.39%
Description North American Construction Group Ltd. provides equipment maintenance, and mining and heavy construction services in Canada, the United States, and Australia. The company's Heavy Construction & Mining division offers constructability reviews, budgetary cost estimates, design-build construction, project management, contract mining, pre-stripping/pit pioneering, overburden removal and stockpile, muskeg removal and stockpile, site preparation, air strip construction, site dewatering/perimeter ditching, tailings and process pipelines, haulage and access road construction, tailings dam construction and densification, mechanically stabilized earth walls, dyke construction, and reclamation services. Its Equipment Maintenance Services division provides fuel and lube servicing, portable steaming, equipment inspections, parts and component supply, major overhauls and equipment refurbishment, onsite haul truck brake testing, onsite maintenance support, under carriage rebuild, machining, hose manufacturing, and technical support services, as well as welding, fabrication/repairs, weld certification, and inspection services. As of December 31, 2021, the company operated a heavy equipment fleet of 632 units. It serves resource development and industrial construction sectors. The company was formerly known as North American Energy Partners Inc. and changed its name to North American Construction Group Ltd. in April 2018. North American Construction Group Ltd. was founded in 1953 and is headquartered in Acheson, Canada.
Contact 27287 – 100 Avenue, Acheson, AB, T7X 6H8 https://nacg.ca
IPO Date Nov. 22, 2006
Employees 194
Officers Mr. Jason William Veenstra C.A., CPA Chief Financial Officer Mr. David Grant Kallay Chief Human Resources Officer Mr. David Brunetta C.M.A., CPA Director of Investor Relations and Director of Finance & Information Technology Mr. Jordan A. Slator Chief Legal Officer & Corporate Secretary Mr. Joseph C. Lambert President, Chief Executive Officer & Director Mr. Barry Wade Palmer Chief Operating Officer & Regional President of MacKellar Group