Clayton Partners' Jason Stankowski and Brian Lancaster on why Mattr $MATR.TO is misunderstood

Yet Another Value Podcast

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

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