Added to YB: 2025-05-09
Pitch date: 2025-05-07
GCL.TO [neutral]
Colabor Group Inc.
-77.71%
current return
Author Info
No bio for this author
Company Info
Colabor Group Inc., together with its subsidiaries, markets, distributes, and wholesales food and food-related products in Canada.
Market Cap
CAD 86.7M
Pitch Price
CAD 0.83
Price Target
N/A
Dividend
N/A
EV/EBITDA
7.77
P/E
-141.36
EV/Sales
0.38
Sector
Consumer Staples Distribution and Retail
Category
turnaround
Why I’m Walking Away from Colabor
GCL.TO sell: Q1 results disappointing w/ 53% YoY adj EBITDA drop to $2.2M vs $4.9M. Major contract renewal (11% of sales) on unfavorable terms hurting margins. $51M Alimplus acquisition closing Q2 but won't offset issues. Poor capital allocation, no share buybacks despite undervaluation. Better opportunities elsewhere (Bombardier, AtkinsRéalis).
Read full article (2 min)