Professional
Added to YB: 2026-09-01
Pitch date: 2026-08-30
ACNT [bullish]
Ascent Industries Co.
-1.56%
current return
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
$139.0M
Pitch Price
$15.41
Price Target
N/A
Dividend
N/A
EV/EBITDA
-122.21
P/E
-58.80
EV/Sales
1.49
Sector
Chemicals
Category
growth
River Oaks H1 fund letter - Ascent Industries (ACNT)
ACNT (hold): Ascent remains the fifth-largest position as its chemicals-as-a-service strategy advances: organic revenue grew ~28% to a $100M+ run rate, though onboarding concessions reduced Q2 gross margin to 22%. Midwest Graphics and 20% conversion of the $140M pipeline could support $130M+ revenue within roughly a year; if mix and margin targets are achieved, FCFE could reach $18-20M, a 16-18% yield on the current market cap, though quarterly results may remain uneven.
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