Chicago Bridge & Iron Company N.V.
CBI
pitch
long
null
Thesis
Chicago Bridge & Iron is undervalued with a target price of ~$60, representing a potential upside of ~40%. The valuation is based on a sum-of-parts analysis and the company's expected share of global LNG spending, which is projected to exceed $300 billion. CBI's backlog and recent project awards indicate strong future growth potential that is not yet reflected in the stock price.
Did it work?
inconclusive
confidence: low
Without specific price performance data or a defined time frame since the pitch, it's unclear whether the thesis has played out. The thesis suggests strong future growth potential based on backlog and project awards, but without evidence of price movement or confirmation of these factors, the outcome remains uncertain.
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