Added to YB: 2025-12-19
Pitch date: 2025-12-17
REOP [bullish]
Reo Plastics, Inc.
Author Info
The Micro-Capo is a blog where I share news and articles on companies I like or own. Sign up for the newsletter.
Upgrade to Yellowbrick Premium to unlock investor returns. Upgrade to Yellowbrick Premium
Company Info
Reo Plastics, Inc. provides plastic injection molding and related manufacturing services in Minnesota.
Show full summary:
REO Plastics - $REOP
REOP: Injection molding specialist trading 6x earnings, ~3-4x EV/EBITDA below book value. Recent 25% capacity expansion creates operating leverage as utilization improves. 55% revenue from top 3 customers (risk). Probability-weighted fair value $83 vs $58 current (43% upside). Bear case $40, base $97.5, bull $147.5.
Read full article (4 min)