When I last wrote about ATL (Sep 2017 Note - Caravans Cool Again?) the stock was $1.39, and they just raised $40.3m to buy the remainder of Canadream they did not own, along with Kratzmann Caravans and Clint’s Caravan Warehouse. All accretive circa 5%. The stock has crept up to a high of $1.87 today, and when I look at the comps in the US (Winnebago and Thor Industries), the environment is ripe for a good result for ATL. Even Warren Buffett's Berkshire Hathaway is in on the act, owning one of the largest RV manufacturers in Forest River Inc. Desk Note Here (VIEW LINK)


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