Added to YB: 2026-09-14
Pitch date: 2026-09-10
TACT [bullish]
TransAct Technologies Incorporated
Author Info
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Company Info
TransAct Technologies Incorporated designs, develops, and markets transaction-based and specialty printers and terminals in the United States and internationally.
Market Cap
$55.8M
Pitch Price
N/A
Price Target
13.10
Dividend
N/A
EV/EBITDA
37.96
P/E
-137.32
EV/Sales
0.80
Sector
Technology Hardware, Storage and Peripherals
Category
special_situation
Thirty Years of Nothing: Our suggestions to fix the egregious Governance concerns at TransAct Technologies(TACT) and to drive shareholder value
TACT: TransAct Technologies trades near $5 and 0.7x EV/sales, versus a $100M-$134M sum-of-the-parts estimate implying 80%-148% market-cap upside. The thesis is to sell the believed loss-making BOHA!/FST unit first or in parallel with the cash-generative casino business, using separate bankers to avoid a conglomerate discount. Selling casino first risks leaving shareholders with BOHA! cash burn and public-company overhead; separately, alleged governance conflicts involve two directors who also sit on a customer’s board.
Read full article (14 min)