Research from Atrium Research, Atrium Research Corporation

Atrium Research

Atrium Research provides institutional quality issuer paid research on public equities in North America. Our investment philosophy takes a 3-5 year view on equities currently being overlooked by the market. Our research process emphasizes understanding the key performance metrics for each specific company, trustworthy management teams, unit economics, and an in-depth valuation analysis.

Our research product includes in-depth initiation reports, research notes, thematic research pieces, and company fact sheets.

Research from Atrium Research

Atrium Research Corporation

Atrium Research provides institutional quality issuer paid research on public equities in North America. Our investment philosophy takes a 3-5 year view on equities currently being overlooked by the market. Our research process emphasizes understanding the key performance metrics for each specific company, trustworthy management teams, unit economics, and an in-depth valuation analysis. 

Our research product includes in-depth initiation reports, research notes, thematic research pieces, and company fact sheets.

Equity Bottom-Up

<ul>
<li>ADF announced $127M in new contracts, all in the US, bringing the total new contracts signed YTD to over $280M.</li>
<li>The work will be completed at the Terrebonne and Great Falls facilities by the end of 2028 and is a sign that the US side is gaining momentum alongside recent LAR and Canadian activity.</li>
<li>On a pro forma basis, these awards lift ADF’s order backlog to a record $772.8M, up from $645.8M reported at the end of Q1.</li>
</ul>


ADF announced $127M in new contracts, all in the US, bringing the total new contracts signed YTD to over $280M.
The work will be completed at the Terrebonne and Great Falls facilities by the end of 2028 and is a sign that the US side is gaining momentum alongside recent LAR and Canadian activity.
On a pro forma basis, these awards lift ADF’s order backlog to a record $772.8M, up from $645.8M reported at the end of Q1.


DRX: US Business Gaining Momentum Again; Increasing Target Price

ADF Group

DRX: US Business Gaining Momentum Again; Increasing Target Price