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Added to YB: 2024-10-03

Pitch date: 2024-10-01

MHI.AX [bullish]

Merchant House International Limited

-3.23%

current return

Author Info

Company Info

Merchant House International Limited engages in the design, manufacturing, and marketing of home textiles in the United States.

Market Cap

AUD 14.1M

Pitch Price

AUD 0.15

Price Target

0.22 (+47%)

Dividend

N/A

EV/EBITDA

-3.01

P/E

-2.40

EV/Sales

2.10

Sector

Textiles, Apparel and Luxury Goods

Category

special_situation

Show full summary:
Merchant House International: Throwing in the Towel

MHI.AX: China-based textile co liquidating. $9M cash/receivables, $25M PP&E (VA plant). At 16c/share, $15M mkt cap. Conservative base case: 39% total return, 26% IRR over 1.5yrs. Upside potential in cash burn, timeframe, asset values. Downside protected by cash/property. 5% position at 14c, may add.

Read full article (3 min)