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Added to YB: 2025-04-07

Pitch date: 2025-04-04

LEE [neutral]

Lee Enterprises, Incorporated

-56.48%

current return

Author Info

Special Situation Investments focuses on event-driven trades and low risk arbitrage opportunities with short term catalysts. Sign up for the newsletter.

Company Info

Lee Enterprises, Incorporated, a digital-first subscription and marketing services company, provides local news and information, and advertising services in the United States.

Market Cap

$26.2M

Pitch Price

$9.33

Price Target

N/A

Dividend

N/A

EV/EBITDA

9.53

P/E

-0.62

EV/Sales

0.86

Sector

Media

Category

special_situation

Show full summary:
Lee Enterprises: Digital Pivot Gains Traction as Takeover Speculation Grows

LEE (overview): Digital transition reaching 50% of sales, but cyberattack impact unclear. FCF generation expected to accelerate. Hoffman Trust (10% stake) interested in acquisition, buying at $16+ vs. current $10. Quint Digital (12%) & Gabelli (10%) also major holders. Management extended poison pill. Takeover likely, but EBITDA to cash flow conversion still weak.

Read full article (1 min)