Added to YB: 2024-11-18
Pitch date: 2024-11-18
BWEL [bullish]
JG Boswell Company
-21.37%
current return
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Company Info
JG Boswell Company produces, processes, and markets pima cotton. It is also involved in processing tomatoes for paste and seed crops, as well as livestock operations in Central California.
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JG Boswell Company (BWEL): Deep Value Opportunity with Strong NAV Growth Potential
BWEL: Thesis unchanged: stock at fraction of liquidation value, approaching cash flow inflection. NAV $2,800/share (4.7x current price). Pistachio potential $50M op income. Dividend secure. Buyback considered. L-MSD NAV growth + 3% yield. 5yr IRR 11-45% depending on NAV realization. Timing uncertain due to farming unpredictability.
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