Thanks, like the idea generally. It is important to note that they had 6 lean years where they averaged 80 cents/yr EPS, followed by the last 4 years where they averaged $13/shr EPS.
I think of FV as a 12x multiple to through the cycle EPS of ~ $7.20, plus cash, maybe $107...the question is how long the down cycle is, and if we have a couple years or more of this being a dog
Thanks, like the idea generally. It is important to note that they had 6 lean years where they averaged 80 cents/yr EPS, followed by the last 4 years where they averaged $13/shr EPS.
I think of FV as a 12x multiple to through the cycle EPS of ~ $7.20, plus cash, maybe $107...the question is how long the down cycle is, and if we have a couple years or more of this being a dog
$VITL Vs $CALM
I pick $VITL
What do you like about VITL over CALM?
If we check $VITL 2025 10K
this is a wonderful biz so we can understand why it stay 30-50$ for whole year 2025
now enter into 2026
It just under a direct attack from a perfect storm
1.The whole egg industry oversupply
2.the heavy capex program is undergoing
not it just hit 10.XX
But the managment is not sit here do nothing
they have unveiled a series solution to solve this pain
and I think this is something can be solved Soon
they also did a 35M stock buyback in 2026 1H consider now the whole MC is 434M
This is Very Smart action when your equity been priced so cheaper
$VITL can revisit its peak 30-50$ soon
IMO