Added to YB: 2026-07-09
Pitch date: 2026-07-07
AIM.TO [neutral]
Aimia Inc.
-4.37%
current return
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 240.4M
Pitch Price
CAD 2.86
Price Target
N/A
Dividend
N/A
EV/EBITDA
1.53
P/E
2.33
EV/Sales
0.23
Sector
Chemicals
Category
value
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).
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