Daily Brief United States: Limbach Holdings , FirstCash Holdings , VAALCO Energy and more

Key points (machine generated)

• IBP is a leading roll-up strategist in the building industry, having executed over 100 acquisitions in a short period of time.
• The company leverages its national platform, supplier relationships, and operational expertise to enhance value while keeping the acquired companies’ local brands, talent, and customer relationships intact.
• IBP’s successful acquisition strategy, along with its strong commitment to timely delivery and solid financial position, has helped the company become a key player in the insulation industry.

This article is sourced from an online content aggregator through publicly available sources and is displayed below for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Key points (machine generated)

• FCFS has a strong growth potential with an estimated 6% to 12% growth.
• The company has a well-diversified business model, with pawn shops in both the US and Mexico, indicating a strong cash flow generation.
• FCFS benefits from serving the underbanked population, providing a stable customer base and making it a solid investment option with a track record of outperformance and potential for future growth.

This article is sourced from an online content aggregator through publicly available sources and is displayed below for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

• • 4Q23 WI production of 23.1-23.5 mboe/d was comfortably within the management guidance of 22.9-24.6 mboe/d. • VAALCO held >US$120 mm in cash and cash equivalents at the end of December, up from US$103 mm at the end of September.
• The YE23 cash position was impacted by the fact the Egyptian sales during 4Q23 were for the domestic market rather than exported (domestic sales carry a lower value than exported cargoes).