👥 Gran debate en la mesa redonda de la Asamblea del @CAARAUTOARAGON analizando los retos globales del sector con Pedro Mora (Cerler), Luis Arruga (Linamar), Juan Carlos Dueñas (Linde Wiemann) y Alberto García (Estamode), moderados por David Romeral.
¡Imprescindible! 🛠️📈
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Linamar Corporation has taken a significant stride in advancing its position within the agriculture sector with the acquisition of Bourgault Industries Ltd. @futurefarming_ #agriculture #futurefarming #smartfarming f.mtr.cool/lpgfjrbymj
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Linamar $LNR.TO
Mobility segment hit a high in OE with margins at the low end of normal (about 20% upside to midpoint on flat sales)
Industrial is about 35% off the peak OE with sales about 18% off highs (rest is margins)
About $3/share of EBIT upside to midpoint margins.
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Jun 9
9: WOR, Linamar
10: HSIC, Morguard
Waiting for a catalyst that never comes...
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Linamar $lnr.to Skyjack scissor lifts in action.
Management, feel free to use for your next investor presentation.
What's the TAM for this? 😜
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Jun 6
“If you cannot accept a child who comes out as gay, lesbian or trans, then this is probably not the best route for you.” Linamar Monslave and Jessica Wainwright discuss Utah Foster Care parenthood and the joys of accepting their children for who they are.
Read the full article here: slugmag.com/community/leadin…
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Was reflecting on Linamar: has it moved too much?
While a consolidation is technically healthy at most points, still looks like it's trading near 3.5x year end EV/EBITDA which is basically the multiple they're paying for distressed assets.
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1,956
Looks like Linamar hit round number resistance this morning at 1.0x book
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I get the margin argument against Linamar buying something like Martinrea but it also seems odd when MRE's North American segment has 6.9% margins (not too far from LNR's) and LNR is buying distress in Europe (which is literally the drag on MRE)
Multiple is below distressed buys
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人とくるまのテクノロジー展 2026 YOKOHAMA
@パシフィコ横浜
3日間、ノース1階N34「リナマージャパン株式会社」さまブースにてコンパニオンを担当し、ご案内のお手伝いをさせていただきました。@LinamarCorp
3日間の衣装と共に。
LINAMAR 60 ANNIVERSARY 1966-2026⚙
#人とくるまのテクノロジー展
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With the recent announcements from Honda about delaying development and production of EV’s in general, and particularly re scaling down production in Canada because Carney OK’d Chinese imports, I’ve got a feeling Asahi Kasei plant in Port Colborne may go the same route as Linamar - Honda was to be their major customer, and AK has recently announced significant delays in planned opening dates
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May 27
Um...... Literally hundreds of Canadian companies make auto parts.
Over 400 make OEM parts, giants like Magna, Linamar, and Martinrea and then there are hundreds more independent companies who make parts.
Try a google search next time before you publicly embarrass yourself.
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May 26
Proud to have @LinamarCorp as an official sponsor for #CAS2026!
Linamar is driving vehicle electrification & propulsion-agnostic innovation through advanced eAxle systems, precision engineering & world-class casting solutions.
Get your ticket: eventbrite.ca/e/197623242337…
#APMA
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If Linamar goes a few cents higher there's a non-0 possibility that the world blows up.
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One funny thing about Linamar is that I could see a world where if/as the multiple changes the narrative of what they do changes
Junk Low: Auto parts 🥱
Low: Niche industrial machinery 🤷
Medium: Defense 🤔
High: Robotics 🤯
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New information has come to light that Linamar angered an ancient demon who cursed the share price to never rise above the 90s
That's why earnings and free cash flow are irrelevant... We're just stuck forever...
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Contrast this with the federal/provincial funded Linamar EV Gigacasting factory built 1km down Canal Bank Rd. - it was built with $100’s of millions in grants and tax credits, completed just over a year ago, then put up for sale without ever going into production. No refunds, no jobs created, just taxpayers fleeced once again.
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