Added to YB: 2025-07-18
Pitch date: 2025-07-16
JCTC [neutral]
Jewett-Cameron Trading Company Ltd.
-31.62%
current return
Author Info
Buggy Whip Bargains has their heads stuck in 10Ks and 10Qs of 'old world' businesses trading below tangible book value. Opinions expressed here are not recommendations or advice. Do your own research. Sign up for the newsletter.
Company Info
Jewett-Cameron Trading Company Ltd., through its subsidiaries, engages in the manufacturing and distribution of pet, fencing, and other products.
Market Cap
$7.5M
Pitch Price
$3.51
Price Target
N/A
Dividend
N/A
EV/EBITDA
-2.73
P/E
-1.81
EV/Sales
0.23
Sector
Building Products
Category
N/A
The Deep Value Week – 2025/28 - Jewett Cameron (JCTC) - Oregon Community Foundation Sells Shares but Retains 10% Stake & Tariff Turmoil Drives Q3 Loss Despite Operational Adjustments
JCTC (earnings update): Q3 2025 loss $0.6M or -$0.18/share on 21% rev decline to $12.6M; gross margin 15% vs 18.6% YoY due to higher tariffs (steel doubled to 50%) & shipping costs; 20% headcount cut lowered OpEx to $2.6M; Lifetime Steel Posts sales +85%; P/TB 0.57; Oregon Foundation selling but keeps 10% stake
Read full article (1 min)