From Copper to Plastic to Poland
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From Copper to Plastic to Poland
A curation of the best stock write-ups we found in October.
From Copper to Plastic to Poland
8 excellent write-ups from October 2022
At Capital Employed FM we’re all about showcasing interesting investors and the companies they’re investing in.
To supplement the podcast we thought it would be interesting to highlight some of the best investing write-ups we find on the interweb every month.
Below are 8 great write-ups we feel are worthy of your beady eyes…
Filo Mining (FIL)
Written by Joseph Boskovich, Sr., Old West Investment Management
Of all the commodities required to build EVs, solar farms, windmills, solar panels, and all things electric, there is no mineral more essential than copper.
CACI International (CACI)
Written by George K. Livadas, Upslope Capital Management.
CACI provides specialized technology and consulting services, primarily to U.S. defense and intelligence agencies.
Coral Products (CRU)
Written by Tiny Stock Ninja
An AIM-listed plastics manufacturer based in the UK.
Recently, they have sold off their two high-volume plastics subsidiaries, their experienced CEO left, and the company sold off its building and land from these subsidiaries that provided them with £300,000 in annual rental income.
Now, their 75 year old Executive Chairman, Joe Grimmond is left to run the business. So who would be interested in this?
Auto Partner (APR)
Written by Jonathan Cukierwar, Sohra Peak Capital.
There is some great value to be found in Poland, Auto Partner exemplifies this. The Company is an importer and distributor of spare parts for cars and light commercial vehicles.
As Jon writes…
‘…Auto Partner has compounded its sales at a +26% CAGR and its net income at a +30% CAGR, has consistently earned double-digit returns on its invested capital, and trades at a trailing P/E of 8x.’
Sisecam Resources LP (SIRE)
Written by Dalius Tauraitis for the Lone Wolves Newsletter.
Sisecam Resources is getting acquired by its General Partner. The current low-ball offer of $17.90/unit will be revised much higher, with my target at $28+/unit.
The setup is identical to several other MLP buyouts that have already worked out - GP offers a lowballed non-binding offer with no premium to market prices and then after the negotiations with the conflicts committee, the bid gets a massive price bump.
Mader Group (MAD)
Written by the Confused Investor
Mader is a leading contracting company in Australia that provides maintenance and repair services to equipment in the mining & resources sector.
Autohellas (OTOEL)
Written by The Superinvestors of Augustusville
Autohellas SA is a Greece-based company that is engaged in the car, light truck and equipment rental and car import, distribution and sales sectors.
Ceapro (CZO)
By Paul Andreola for Microcap Club YouTube Channel.
A Canadian microcap who are leveraging their expertise in the extraction of natural ingredients from natural plant resources. Growing fast but trading on a PE of just 10.
Could CZO be a potential multi-bagger?
Have we missed any great write-ups? Let us know what you’ve found interesting this month.
You can reach us at the following places…
Twitter: @capitalemployed
Website: capitalemployed.fm
Disclaimer
This article is for informational and educational purposes only, and should not be seen as investment advice. Please do your own research before thinking of investing in any company mentioned.