Professional
Added to YB: 2024-03-20
Pitch date: 2024-03-19
SODI [bullish]
Solitron Devices, Inc.
+6.18%
current return
Author Info
Bossert Capital makes long-term investments in a concentrated group of high-quality, competitively advantaged businesses. Follow the founder on Twitter.
Company Info
Solitron Devices, Inc. designs, develops, manufactures, and markets solid-state semiconductor components and related devices primarily for the military and aerospace markets in the United States, Canada, Latin America, Europe, and Australia.
Market Cap
$43.9M
Pitch Price
$18.13
Price Target
55.44 (+188%)
Dividend
N/A
EV/EBITDA
167.89
P/E
-118.26
EV/Sales
3.36
Sector
Semiconductors and Semiconductor Equipment
Category
value
Why $SODI is Poised for Growth with Strong Free Cash Flow and Strategic Leadership
$SODI undervalued at 6.3x-7.9x estimated normalized FCF, anticipating at least $4M-$5M annual FCF (~$2-$2.5/share) from Micro Engineering acquisition and $20M restocking order. CEO is a skilled capital allocator aligned with shareholders through large ownership stake.
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