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Added to YB: 2026-07-09

Pitch date: 2026-07-07

AIM.TO [neutral]

Aimia Inc.

Author Info

No bio for this author

Company Info

Aimia Inc. operates as a diversified conglomerate in Europe, Asia, Oceania, the Americas, Africa, and the Middle East.

Market Cap

CAD 256.4M

Pitch Price

CAD 2.86

Price Target

N/A

Dividend

N/A

EV/EBITDA

5.51

P/E

-14.97

EV/Sales

0.85

Sector

Chemicals

Category

value

Show full summary:
What my family and I own: top 3 ideas - Aimia Inc.

AIM.TO (holding update): C$250M TSX holdco, ~23% discount to C$3.66 pro-forma book, plus off-BS C$1.09B tax losses (~C$2.40/share value). Run by activist Rhys Summerton (Argent 30% EPS CAGR track record) w/ Mithaq; board owns 42.6%. ~C$150M cash post-Bozzetto for M&A playbook. 10%+ shares cut in 2yrs at ~$2.79. Risk: Cortland writedown (paid C$285M, worth ~C$110-200M).

Read full article (9 min)