Added to YB: 2026-02-10
Pitch date: 2026-02-08
JCTC [bullish]
Jewett-Cameron Trading Company Ltd.
-9.05%
current return
Author Info
Enterprising Investor shares analysis of value stocks. 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
$6.9M
Pitch Price
$1.99
Price Target
3.88 (+114%)
Dividend
N/A
EV/EBITDA
-1.58
P/E
-0.92
EV/Sales
0.25
Sector
Building Products
Category
value
Jewett-Cameron at Half of NCAV: Cut Losses or Double Down on a Broken Net-Net?
JCTC (added to position): Lumber/fencing co trading at $1.90 vs $3.88 NCAV (50% discount) & $7-8 liquidation value with property sales. Revenue fell from $63M peak to $41M, gross margins collapsed from 22% to 8-15%, burning 40% NCAV annually. Mgmt exploring strategic alternatives, listed properties for $8M vs $901k book value.
Read full article (5 min)