Hi Kairos, thank you for the article - it was a good read. A couple of questions; why do you think they do manufacturing? And what is your opinion of this? Typically a distributor is not also manufacturing products - it sounds like Atkore is more a manufacturing company then a distributor - quite large CapEx with ~50 factories around the world doesn’t excite me much - seems like they sell a commodity so am surprised they have 20%+ operating margins. CFO has recently left the organization and I believe there is also a short report indicating that Atkore has participated in collusion / price fixing - what is your opinion of this? Anyways thanks again!
Hi Kairos, thank you for the article - it was a good read. A couple of questions; why do you think they do manufacturing? And what is your opinion of this? Typically a distributor is not also manufacturing products - it sounds like Atkore is more a manufacturing company then a distributor - quite large CapEx with ~50 factories around the world doesn’t excite me much - seems like they sell a commodity so am surprised they have 20%+ operating margins. CFO has recently left the organization and I believe there is also a short report indicating that Atkore has participated in collusion / price fixing - what is your opinion of this? Anyways thanks again!