← Adrad Holdings
What podcasts say about Adrad Holdings
Every statement, with the speaker, the exact quote and the moment it was said.
What experts have said about Adrad Holdings
6 statements · 6 positive
Adrad’s book equity exceeds its market capitalization.
“The equity on the book is worth more than the market cap, even on a net asset basis.”
Open the episode · Andrew Page on small caps, AI & changing his mind on BitcoinListen at 25:38
Adrad trades at 12 times earnings with minimal debt and substantial cash.
“It's a PE of 12. It's got virtually no debt. It's got a mountain of cash.”
Open the episode · Andrew Page on small caps, AI & changing his mind on BitcoinListen at 25:59
Adrad’s heat-transfer solutions profit is growing strongly.
“the profit is growing really well.”
Open the episode · Andrew Page on small caps, AI & changing his mind on BitcoinListen at 26:57
Adrad has substantial capacity at its new manufacturing plant.
“They've got a ton of capacity with this new plant.”
Open the episode · Andrew Page on small caps, AI & changing his mind on BitcoinListen at 29:16
Adrad’s earnings could be 40% higher in five years while its P/E remains 12.
“It's just that earnings are 40% higher.”
Open the episode · Andrew Page on small caps, AI & changing his mind on BitcoinListen at 36:36
Adrad’s earnings will outgrow revenue because of operating leverage.
“The bet is that they will drive their earnings forward and their earnings will be greater than the revenue growth because of the operating leverage.”
Open the episode · Andrew Page on small caps, AI & changing his mind on BitcoinListen at 37:06
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.