Colin King — $CVEO
Capital allocation policy = spend 75% of FCF on buybacks annually
Shares outstanding down ~28% over past 3 years https://t.co/4sJtQ57Wij↗
April 2026 · 1 mention
Apr 3
MicroCapClub — Some active discussions the last 24 hours:
$ROOF.V $NURS.V $IVFH $PRPO $FTLF $MPTI $MCB.L $NPTH.V $KVHI $CYBT.CN $PXHI $ISSC $PED $GLXZ $CVEO $DBO.TO $MAMA $EQVA.OL $VHI.TO
https…↗
March 2026 · 2 mentions
Mar 16
MicroCapClub — Some active discussions the last 48 hours:
$KUH.SI $EVS.BR $UNIBAP.ST $GRID.TO $SNWV $HITI $PRPO $E.TO $NURS.V $LQDA $JAKK $CVEO $8CO.AX $AD8.AX $BEW.V $PED $MAI.V $TXRP $PCF.WA…↗
Mar 5
Colin King — $CVEO aggressively repurchasing shares… maybe starting to work?
Refresher on their capital allocation policy:
1) buyback 20% of outstanding shares as soon as possible
2) utilize…↗
February 2026 · 1 mention
Feb 5
MicroCapClub — These companies have active discussions in the past 48 hours on our community.
$WATT $CVEO $VLE.TO $GG.V $RX.V $LOVE.V $SODI $DBO.TO $RLGT $MPTI $RDVT $TBLD.L $ADMQ $FOR.V $GETB.L…↗
January 2026 · 1 mention
Jan 20
Colin King — Interesting divergence of returns in accommodations / lodging / modular rentals
$CVEO big-time underperformer past 1yr/3yrs https://t.co/W7Jw0gSvWy↗
August 2025 · 1 mention
Aug 23
Colin King — $CVEO with an insanely underappreciated capital allocation framework...
How many companies have you seen eliminate their dividend in favor of a 20% buyback followed by 75% of FCF…↗
July 2025 · 2 mentions
Jul 9
MicroCapClub — Active day on the community.. $SNWV $LFCR $PAYS $RXST $ECRO $SMID $INT.ST $RELL $RSSS $CVEO $PRPO https://t.co/2KDQdpYU4x↗
Jul 1
Colin King — $CVEO has a 960 room lodge serving energy customers in Kitimat↗
June 2025 · 3 mentions
Jun 28
MicroCapClub — These microcap companies have active discussions on our forum in the last 24 hours.
$BDI.TO $CVEO $DRX.TO $KITS.To $TRBE.V $SENEA $LEAT $IFOS.V $TECX $ACNT $VLE.TO $ALDX $IRO.V $E…↗
Jun 22
Colin King — @taobanker Agreed. Even the "public LBO" theme doesn't always pan out cleanly... $BERY $TAP $CVEO $TEVA still meh despite repaying tons of debt + maintaining stable earnings
I've…↗
Jun 17
Colin King — Some examples from my list:
- Reorg $GTX
- Spin-off $STRZ
- Turnaround $MNRO
- Inflection stories $CVEO
- GoodCo / BadCo $THRY
- Management change $MNRO x2
- Public LBO / delevera…↗