Civeo Corp (CVEO-US)

198 Views11 Mar 2026 07:59

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SUMMARY

I recently bought a position in Civeo. Life as a public company has been nothing short of misery for Civeo shareholders.
However, I believe that the company is on the cusp of a potentially meaningful inflection in earnings and free cashflow.
Recent engagement from a well known activist has pushed management towards significant capital returns.

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