Louisbourg Investments acquired 46,456 shares of Boyd Group in the fourth quarter; the shares were worth about $7.27 million at quarter-end. The position represents about 1.45% of fund AUM.
Boyd Group Services Inc. (OTCPK:BYDGF) Q2 2025 Earnings Conference Call August 13, 2025 10:00 AM ET Company Participants Brian Kaner - CEO, COO, President & Director Jeff Murray - CFO, Executive VP, Secretary & Treasurer Conference Call Participants Bret David Jordan - Jefferies LLC, Research Division Christopher Allan Murray - ATB Capital Markets Inc., Research Division Daryl Young - Stifel Nicolaus Canada Inc., Research Division Derek J. Lessard - TD Cowen, Research Division Gary Ho - Desjardins Securities Inc., Research Division Krista Friesen - CIBC Capital Markets, Research Division Mark David Jordan - Goldman Sachs Group, Inc., Research Division Razi Hasan - Paradigm Capital Inc., Research Division Sabahat Khan - RBC Capital Markets, Research Division Steven P.
Boyd Group Services Inc. (OTCPK:BYDGF) Q4 2024 Earnings Conference Call March 19, 2025 10:00 AM ET Company Participants Tim O'Day - CEO Jeff Murray - EVP and CFO Brian Kaner - President and COO Conference Call Participants Chris Murray - ATB Capital Sabahat Khan - RBC Capital Markets Derek Lessard - TD Cowen Gary Ho - Desjardins Capital Markets Steve Hansen - Raymond James Daryl Young - Stifel Krista Friesen - CIBC Tristan Thomas-Martin - BMO Capital Markets Zachary Evershed - National Bank Patrick Buckley - Jefferies Operator Good morning, everyone, and welcome to the Boyd Group Services, Inc. Fourth Quarter and Year-end 2024 Results Conference Call. Listeners are reminded that certain matters discussed in today's conference call or answers that may be given to questions asked could constitute forward-looking statements that are subject to risks and uncertainties related to Boyd's future financial or business performance.
Boyd Group has shown impressive long-term growth with a 3631% increase over 15 years, despite recent headwinds from insurance premium inflation and lower repair volumes. The company's fundamentals remain strong, with secular growth drivers like increasing vehicle complexity and higher repair demand supporting future performance. Boyd's management is focused on cost reduction and margin improvement, aiming for a return to pre-pandemic profitability levels.
Boyd Group Services Inc. (OTCPK:BYDGF) Q3 2024 Earnings Conference Call November 5, 2024 9:00 AM ET Company Participants Tim O'Day - President & Chief Executive Officer Jeff Murray - Executive Vice President & Chief Financial Officer Brian Kaner - President & Chief Operating Officer Conference Call Participants Sabahat Khan - RBC Capital Markets Derek Lessard - TD Cowen Tamy Chen - BMO Capital Markets Gary Ho - Desjardins Capital Markets Chris Murray - ATB Capital Markets Kate McShane - Goldman Sachs Krista Friesen - CIBC Bret Jordan - Jefferies Steve Hansen - Raymond James Zachary Evershed - National Bank Financial Daryl Young - Stifel Operator Good morning, everyone. Welcome to the Boyd Group Services Inc. Third Quarter 2024 Results Conference Call.
Boyd Group Services has been a successful consolidator of auto body shops, delivering a 28% compounded annual return since 2009. The company recently reported its second quarter results for 2024, which showed negative same store sales growth and a decline in margins and earnings. I believe current challenges are more economic, rather than structural, so the current share price decline has presented an opportunity to buy this compounder at a great price.
Boyd Group Services Inc. (OTCPK:BYDGF) Q2 2024 Earnings Conference Call August 8, 2024 10:00 AM ET Company Participants Tim O'Day - Chief Executive Officer Jeff Murray - Executive Vice President & Chief Financial Officer Brian Kaner - President & Chief Operating Officer Conference Call Participants Sabahat Khan - RBC Capital Markets Krista Friesen - CIBC Steve Hansen - Raymond James Daryl Young - Stifel Tamy Chen - BMO Capital Markets Derek Lessard - TD Cowen Gary Ho - Desjardins Bret Jordan - Jefferies Zachary Evershed - National Bank Operator Good morning everyone. Welcome to the Boyd Group Services Inc. Second Quarter 2024 Results Conference Call.