GFL Environmental Inc (TSX:GFL)
C$ 53.55 -0.15 (-0.28%) Market Cap: 20.16 Bil Enterprise Value: 29.69 Bil PE Ratio: 1,062.70 PB Ratio: 2.79 GF Score: 57/100

GFL Environmental Inc at Stifel Investor Summit at WasteExpo Transcript

May 09, 2022 / 06:30PM GMT
Release Date Price: C$36.54 (-4.17%)
Unidentified Analyst

Somewhere out there is Patrick and Luke is GFL Environmental. We have Patrick Dovigi, who is the Founder, CEO, and President; and then Luke Pelosi, who is the Chief Financial Officer. And where are -- there they are. So come on up the stage.

I think one of the interesting stories is that we had a private equity group up earlier. And GFL is -- was one of those interesting different private equity growth stories because it went four times into private equity, recapitalizing -- it's great to see you, great to see you -- before coming public. And it's a very different business model. It's not -- they've done it in solid ways. It's happening in lots of other industries, but it's led to the business getting to a level of critical mass at a pace that's not been reflected before in the industry. I think that's a reasonable conclusion.

So there's so much to cover for this story because of where you are in your growth model. I want to tackle this I think from the two major businesses. And start with solid waste, and a little bit of -- let's just get some ground out here -- the mix of

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