Mullen Group (MTL) ran 7% on the back of a Q1 beat, with top line growth accelerating thanks to recent M&A

… and margins remaining stable despite digesting the Cole Group deal. Tightening supply, regulatory enforcement, and Build Canada initiatives represent potential upside

… to both profitability and valuation, with nation building projects and a potential Alaska LNG pipe hauling contract not included in the current guide.

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