Professional
Added to YB: 2024-03-15
Pitch date: 2024-03-12
GSM [bullish]
Ferroglobe PLC
+5.71%
current return
Author Info
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Company Info
Ferroglobe PLC produces and sells silicon metal, and silicon and manganese-based ferroalloys in the United States, Europe, and internationally.
Market Cap
$629.4M
Pitch Price
$4.30
Price Target
N/A
Dividend
1.67%
EV/EBITDA
4.48
P/E
120.24
EV/Sales
0.43
Sector
Metals and Mining
Category
turnaround
Show full summary:
Ave Maria Focused Fund New Position: Ferroglobe PLC - $GSM
GSM: Leading silicon metal producer for solar panels. New mgmt fixed botched merger, cut costs & debt. US/EU regs to boost solar demand, smoothing earnings. Strong balance sheet enables buybacks. Bought at ~half asset replacement cost. Sold NVDA, TYL, VVV to fund.
Read full article (1 min)