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Agil's avatar

Great article! You probably know this already that Holcim plans to spin-off their North American division: https://fortune.com/2024/01/28/cement-giant-holcim-to-spin-off-north-america-unit-construction-boom/#:~:text=Holcim%20Ltd.%2C%20the%20world's%20largest,Gutovic%2C%20as%20chief%20executive%20officer.

One more peer to look into, although with a shorter history.

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Geoffrey Laurence's avatar

As a shareholder in Monarch for about 18 months I very much appreciate your write ups on the company and its industry. They are excellent. You have expanded my knowledge considerably.

Several points to add from my perspective.

Monarch is a multi generational founder led company. i suspect they will continue to stay that way. That means they have a long term perspective in all of their actions and relationships. They indicate a win, win , win attitude in their business. Which i like. This begs the question though have you or any other readers met their leadership team? And if so what are your impressions?

Also what are the senior leadership team employment packages including incentives?

They have a sizeable share investment portfolio How skilled are they over time at investing shareholders surplus capital in the equity markets? Or should they be giving it back to shareholders through dividends ?

Thanks

Geoff

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