Added to YB: 2024-10-11
Pitch date: 2024-10-07
BOOM [bullish]
DMC Global Inc.
-49.63%
current return
Author Info
Thomas Niel is a value investor seeking opportunities in micro-cap and nano-cap stocks.
Company Info
DMC Global Inc. provides various products and engineered solutions for the construction, energy, and industrial processing markets worldwide.
Market Cap
$153.7M
Pitch Price
$13.60
Price Target
20.00 (+192%)
Dividend
N/A
EV/EBITDA
9.93
P/E
-5.87
EV/Sales
0.70
Sector
Energy Equipment and Services
Category
special_situation
DMC Global: What To Make Of This Special Situation
BOOM: DMC Global pursuing strategic alternatives. Steel Connect bid $16.50/share, also offered $212M for 2 units. Underlying value suggests $20+ potential. Arcadia valued at $326.4M, DynaEnergetics $221.7M, NobelClad $185.5M. Activist Radoff agreement expires soon. Risks: bid withdrawal, poor Q3 results. Target $20+.
Read full article (9 min)