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Grupo Aeroportuario del Centro Norte, S.A.B. de C.V. (OMAB) Q4 2021 Earnings Conference Call February 23, 2022 11:00 AM ET Company Participants Luis Emmanuel Camacho Thierry - Investor Relations Officer Ricardo Dueñas Espriu - Chief Executive Officer Ruffo Pérez Pliego - Chief Finan...
Grupo Aeroportuario del Centro Norte, S.A.B. de C.V. (OMAB) Q3 2021 Earnings Conference Call October 27, 2021 11:00 AM ET Company Participants Emmanuel Camacho - IR Ricardo Duenas - CEO Ruffo Perez - CFO Conference Call Participants Alejandro Zamacona - Credit Suisse Alan Macias - Bank of Ame...
Volaris is a Mexican ultra-low-cost carrier, focused mainly on Mexico and Central America. Volaris emerged as a clear winner from the pandemic, cementing its place as the leading airline in Mexico. The growth story is far from over, as Volaris intends to expand its operations to t...
Grupo Aeroportuario del Centro Norte, S.A.B. de C.V. (OMAB) Q2 2021 Earnings Conference Call July 28, 2021 9:30 AM ET Company Participants Emmanuel Camacho – Investor Relations Officer Ricardo Duenas – Chief Executive Officer Ruffo Perez Pliego – Chief Financial Officer C...
I believe PureCyle Technologies is a short because of scaling issues, an ever-changing business plan, and aggressive financial projections. After my PCT article was posted on Sunday, the firm's CFO called me which I think is a red flag. Usually, I initiate interviews, not companies. ...
Grupo Aeroportuario del Centro Norte, S.A.B. de C.V. (OMAB) Q1 2021 Results Earnings Conference Call April 28, 2021 11:00 am ET Company Participants Emmanuel Camacho - Investor Relations Officer Ricardo Dueñas - Chief Executive Officer Ruffo Pérez Pliego - Chief Financial Officer Co...
BMV Group has a 127-year history and a durable moat as the largest stock exchange today in Mexico and second largest in Latin America. The company has operating margins comparable to the highest quality companies we know today and yet is deeply under-followed by investors. Managem...
The three major market events or themes of 2021's first quarter all shared a common theme - short-term thinking overwhelming valuations. While the GameStop and Viacom moves were more isolated, they reflect similar dynamics to the reopening trade. For individual investors, knowing ...
Grupo Aeroportuario del Centro Norte, S.A.B. de C.V. (OMAB) Q4 2020 Results Earnings Conference Call February 16, 2021, 11:00 AM ET Company Participants Emmanuel Camacho - Investor Relations Officer Ricardo Dueñas - Chief Executive Officer Ruffo Pérez Pliego - Chief Financial Office...
OMAB has no direct competition, has had increasing operating margins (outside of the pandemic), and has had a high ROIC (outside of the pandemic). OMAB is a play on the reshoring of manufacturing to Mexico. Manufacturing is cheaper in Mexico than in China. The 5-year Mas...