Quick Value #217 - Auto Supplier Turnaround

Cheap auto supplier nearing turnaround inflection

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)

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