Professional
Added to YB: 2026-07-20
Pitch date: 2026-07-16
ACNT [bullish]
Ascent Industries Co.
Author Info
River Oaks Capital is an investment fund that invests in a concentrated number of small, underfollowed micro cap & small cap public companies. Sign up for the newsletter.
Company Info
Ascent Industries Co. engages in the development, production, and distribution of specialty chemical solutions.
Market Cap
$136.7M
Pitch Price
N/A
Price Target
45.40
Dividend
N/A
EV/EBITDA
-44.71
P/E
-26.59
EV/Sales
1.33
Sector
Chemicals
Category
turnaround
River Oaks Capital’s Stock Pitch at Planet MicroCap: Ascent Industries
ACNT: Specialty batch chemicals 'chemicals-as-a-service,' niche w/ no true competitor. $130M mkt cap, $40M cash = $80M EV, ~10% FCF yield. Proven CEO Kitchen (prior turnaround -$8M to $36M EBITDA). At 45% utilization, can scale rev $80M→$130M w/ minimal capex, margins 5%→35%, EBITDA $20-25M. Buying back 7-10%/yr; worth 2-3x. Russell delisting = buy opp.
Read full article (9 min)