Added to YB: 2026-08-11
Pitch date: 2026-08-09
LGL [bullish]
The LGL Group, Inc.
+3.24%
current return
Author Info
No bio for this author
Company Info
The LGL Group, Inc., together with its subsidiaries, engages in the design, manufacture, and marketing of time and frequency instruments in the United States and internationally.
Market Cap
$88.6M
Pitch Price
$7.10
Price Target
N/A
Dividend
N/A
EV/EBITDA
-93.45
P/E
680.01
EV/Sales
10.15
Sector
Electronic Equipment, Instruments and Components
Category
value
PTF valuation and LGL margin of safety
LGL (added to position): Trades ~cash ($90M mkt cap, EV only $3M), getting PTF timing/positioning defense biz free. New $6M award = 2x+ 2025 sales ($2.5M); Q1 backlog +2x. BV/s $6.85, cash $7.02/s. PTF wins LEO satellite, Taiwan Navy contracts. By 2030 underwrites $20M+ sales, 10%+ margins, exit 10x = $20M+ value. Skyline optionality. Added post-award.
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