Added to YB: 2025-01-30
Pitch date: 2025-01-28
ALCO [bullish]
Alico, Inc.
+22.16%
current return
Author Info
UnlearningCFA is a self-taught corporate governance analyst sharing ideas in their newsletter. Sign up for the newsletter.
Company Info
Alico, Inc., together with its subsidiaries, operates as an agribusiness and land management company in the United States.
Market Cap
$278.2M
Pitch Price
$30.85
Price Target
55.00 (+46%)
Dividend
0.55%
EV/EBITDA
-26.18
P/E
-1.88
EV/Sales
7.50
Sector
Food Products
Category
special_situation
Worth the squeeze? - Alico, Inc.
ALCO: Land-rich FL co pivots from oranges to real estate. 53k acres, $330M EV. CEO incentives align with stock price targets. Skepticism due to long development timelines, potential 'dark arts' in equity grants before pivot announcement. 20% stock jump, but 50% NAV discount may erode with overhead costs.
Read full article (3 min)