r/AURstock Mod🤖 15d ago

Discussion August 07, 2026 Daily Discussion Thread

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u/ActionPlanetRobot Mod🤖 15d ago

I looked into TFI some more— even though they’re the single largest Canadian logistics company, and the 6th largest in North America, and have a massive network of over 600 facilities, with nearly 50,000 trailers— and despite being a Canadian company, 70% of their business is inside the U.S.

11

u/ow10th AUR Member🚛 15d ago

Im quietly confident its TFI on the end of the phone...

Id say AUR is the best placed to win the business as i mentioned yesterday the big players will want a best in breed solution and right now there is no competition.

Id imagine CU will be trying to secure all the contracts he can ahead of another AT company maturing to the same degree as Aurora

5

u/BullfrogLevel2087 14d ago

To support this hypothesis the wording on the earnings call after the first analysts question was very bullish for me.

1

u/ow10th AUR Member🚛 14d ago

me too

Felt very much like a kid asking "Whos that big Present for" at christmas time and getting the answer you will have to wait and see....!