Added to YB: 2026-08-10
Pitch date: 2026-08-06
AIM.TO [bullish]
Aimia Inc.
Author Info
Gustav is Swedish global deep value investor. Building a portfolio of the best nano- to smallcaps I can find. Sign up for the newsletter.
Company Info
Aimia Inc. operates as a diversified conglomerate in Europe, Asia, Oceania, the Americas, Africa, and the Middle East.
Market Cap
CAD 249.3M
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
5.42
P/E
-14.58
EV/Sales
0.84
Sector
Chemicals
Category
value
H1 2026: Aimia and thoughts on serial acquirers
AIM.TO (new position): Small position in Canadian micro-cap serial acquirer led by Rhys Summerton (owns ~43% w/ board), known from Argent. Thesis: cheap, net-cash, Graham-style value + activism buying orphaned UK/SA microcaps. Sub-$300M illiquid. Unproven 'new Aimia,' key risk single-person dependency. Funded via Karooooo trim.
Read full article (6 min)