“$DNOW: the boring distributor that could double on 2029 numbers | Firebird Management”
DNOW benefits from utility/refinery/data center capex cycle over next 5 years due to strategic positioning (incl. MRC).
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.