Value Don't Lie

Value Don't Lie

Share this post

Value Don't Lie
Value Don't Lie
Quick Value #217 - Auto Supplier Turnaround
Copy link
Facebook
Email
Notes
More

Quick Value #217 - Auto Supplier Turnaround

Cheap auto supplier nearing turnaround inflection

May 13, 2024
∙ Paid
2

Share this post

Value Don't Lie
Value Don't Lie
Quick Value #217 - Auto Supplier Turnaround
Copy link
Facebook
Email
Notes
More
Share

Today’s post is for premium subs (back next week with a free edition). Today we’re covering:

  • Late innings of turnaround effort

  • Stable industry demand = plenty of runway

  • Recap and refinancing of balance sheet 2024-2025 catalyst

  • Shares are cheap trading at 2x FCF (before any refinancing benefit)

Sign up below for access to all posts and monthly updates + occasional deep dives. Premium posts mostly cover “top of the pile” ideas that are either microcaps or special situations.

This post is for paid subscribers

Already a paid subscriber? Sign in
© 2025 Value Don't Lie
Privacy ∙ Terms ∙ Collection notice
Start writingGet the app
Substack is the home for great culture

Share

Copy link
Facebook
Email
Notes
More