Professional
Added to YB: 2026-07-21
Pitch date: 2026-07-15
RMTI [bullish]
Rockwell Medical, Inc.
+12.21%
current return
Author Info
No bio for this author
Company Info
Rockwell Medical, Inc., together with its subsidiaries, engages in the development, manufacture, commercialization, and distribution of various hemodialysis products for dialysis providers worldwide.
Market Cap
$24.2M
Pitch Price
$5.61
Price Target
30.00 (+377%)
Dividend
N/A
EV/EBITDA
-89.49
P/E
-4.11
EV/Sales
0.22
Sector
Health Care Equipment and Supplies
Category
special_situation
Minot Light Capital Partners Portfolio Holding: Rockwell Medical, Inc.
RMTI (added to position): US hemodialysis bicarbonate duopoly at $5.50, $25M mcap, $10M EV, 0.14x EV/Sales, $15M net cash ($3.50/sh). Bought post-reverse-split selloff. Now FCF-positive; 2030 rev $70M→$100M, $5-10M FCF. Downside $3.50-4/sh (net cash), upside $18-30 (12-15x FCF). Large position.
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