Atlas Engineering (TSX:AEP) -- Automation in Construction for Market Recovery | Donville Kent 2024 Q4

Positioned for Growth as the Construction Market Rebounds

Apr 08, 2025

Summary

Introducing automation to the fragmented roof and wall truss market.
2024 marked a challenging year, but indicators suggest a market rebound.
Investing at a market trough with expectations of profitability and growth.

Atlas Engineering was featured in Donville Kent's 2024 Q4 fund letter as a company poised to benefit from a rebound in the construction market. By introducing automation to a traditionally fragmented industry, Atlas is well-positioned to capitalize on improving market conditions and drive future growth.

"Atlas provides roof and wall trusses to home builders in Canada. This is an extremely fragmented market. Atlas is starting to bring automation to this market, which should solve a lot of the labour and capacity issues." — Donville Kent 2024 Q4 Fund Letter

Read full letter at gurufocus Donville Kent 2024 Q4 page.

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