DNOW benefits from utility/refinery/data center capex cycle over next 5 years due to strategic positioning (incl. MRC).
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and b when I you look at the shareholder roster and I won't call out any specific people, but you've got a lot of shareholders who I remember were involved in MRC and they were saying MRC belongs with either DNA or a private equity firm and they in the past quarter or two I see a lot of firms that have been adding to DNO and I have to imagine part of their thought is this would be either better as a private equity controlled company or run like a private equity company in the market.
I'm once again I'm not in any way underwriting this scenario but they are in they this company Dino especially with addition of MRC could be in all the right places if we're going to see the right the the type of investment that is being talked about in utilities and refineries and data centers etc. If that's all is going to come to fruition over the next 5 years and oil upstream oil and gas they should benefit.
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