🌍 Half of its operations are in the United States, with the other half in Europe, the Middle East, and Africa.
📉 Trades at a multiple of six times EBITDA, significantly below U.S. peers.
🏢 Plans to list part of its U.S. business, Titan America, on the stock exchange.
📈 Aluvial Capital sees at least a 50% upside if the market adjusts the price to reflect its assets.
🔄 Company is undergoing a turnaround with a new COO.
⬆️ Focus on stabilizing prices and margins, and selling non-essential assets.
🤝 Recently secured a contract with a major retailer to supply gourmet foods.
🎯 Aims to reach $100 million in sales by the end of the year.
🎬 Emerged from bankruptcy following the pandemic.
📉 Stock has been affected by writer strikes.
⬆️ Riverwater believes National CineMedia can recover approximately $105 million in EBITDA with the recovery of the box office.
💰 Currently trading at five times enterprise value over EBITDA.
✈️ Offers a recurring business model with sunk costs for users.
🔒 Has a low churn rate of only 5%.
📡 Business aviation broadband penetration is at 35%.
🤝 Recently acquired Satcom Direct, consolidating the market into a duopoly against Starlink.
📉 Salesforce gave a fiscal year revenue forecast that fell short of estimates, tempering optimism about its new AI product.
💰 Revenues are projected to be between $40.5 and $40.9 billion for the year ending in January 2026.
🎯 The company is focused on boosting Agent Force, aimed at completing customer service tasks without human direction.
