Jason Stankowski (Partner and Co-Portfolio Manager) and Brian Lancaster (Partner and Co-Portfolio Manager) from Clayton Partners join the podcast to discuss their thesis on Mattr Corp. (TSX: MATR), a growth-oriented, global materials technology company broadly serving critical infrastructure markets, including transportation, communication, water management, energy and electrification.
For more information about Clayton Partners, please visit: https://www.claytonpartners.com/
Chapters:
[0:00] Introduction + Episode sponsor: Tegus
[2:10] What is Mattr Corp. and why are they so interesting to Brian and Jason
[5:23] When Jason and Brian look at Mattr Corp, what they think they're seeing that the market is missing that's going to lead to alpha generation here?
[10:57] Switching to US listing and what Jason likes about IFRS better than GAAP
[15:07] $MATR.TO comparison to TerraVest
[19:34] What's the secret sauce that doesn't make $MATR.TO just another commodity business
[26:45] Auto manufacturer vertical
[29:56] Growth runway
[34:05] How much is Mattr a bet on the business vs. management team for Clayton Partners / stealth AI potential here
[43:13] Q2 Earnings and conference call
[51:30] $MATR.TO final thoughts and capital allocation strategy
Today's sponsor: Tegus
If you’ve been reading my newsletters, you know how often I rely on Tegus for my research. It’s truly revolutionized how I get up to speed on new industries and companies. Tegus has the largest transcript library in the world, with over 75% of private market transcripts. Whether you’re curious about AI, biotech, or any niche market, Tegus has the insights you need.
What sets Tegus apart is its all-in-one platform. It’s packed with expert call transcripts, management checks, panel calls, and in-depth financial data. No more jumping between different services or piecing together fragmented data. With Tegus, everything is right at your fingertips.
The best part? The insights you get are from the very people shaping the industries you’re interested in. You’ll find perspectives from insiders and executives that you simply can’t get anywhere else.
To see Tegus in action and understand why it’s my go-to resource, visit Tegus.com/value – that’s T-E-G-U-S dot com slash value. Trust me, once you try Tegus, you’ll never look back.
