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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