Added to YB: 2025-07-10
Pitch date: 2025-07-04
PXM.WA [bullish]
Polimex-Mostostal S.A.
+60.81%
current return
Author Info
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Company Info
Polimex-Mostostal S.A. operates as an engineering and construction company in Poland and internationally.
Market Cap
PLN 1.2B
Pitch Price
PLN 4.72
Price Target
19.50 (+157%)
Dividend
N/A
EV/EBITDA
-2.78
P/E
-3.72
EV/Sales
0.26
Sector
Construction and Engineering
Category
turnaround
Show full summary:
Weird Shit Investing 2025 - Polimex-Mostostal S.A.
PXM.WA: Polish industrial engineering turnaround after 99% drop from peak, trading at 0.4x sales. New CEO pivoting to defense/nuclear/renewables. Q1 profitable, 45% sales growth, +140% YTD. Bidding on PLN 22bn contracts (8x 2024 sales). P/E 6-9x on PLN 3bn 2025 revenue. Re-rating to 0.85x-1.7x sales = 112-325% upside.
Read full article (2 min)