Mr Deep-Value

Mr Deep-Value

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Deep-Value Opportunities

Bras, Bullets, and Sanctions: The Tale of an EU Net-Net
This stock trades at 60% of tangible asset value and with a 5y FCF ratio of just 4.
A low-risk, US net-net with consistent FCF
An opportunity to buy dollars for cents while getting a cash-flowing business thrown in for free.
7
A Cash-Machine Priced Below Scrap Value
A business priced at 1x earnings with a very strange back story.
4
P/FCF ratio 1.6 AND TBV ratio of 0.28
One of the best examples of a business that's cheap to BOTH assets and earnings I've ever seen...
2
Negative enterprise value with positive FCF for 18 years
You get paid to buy a business that has been churning out cash for almost two decades.
0.5x EV/FCF, and still paying dividends
This stock has an average dividend yield of over 16% over the last 18 years, at todays price.
A US stock trading at 70% of net-cash value
It's also been FCF positive in 6 of the last 7 years.
4
A healthy business trading at half net-cash
This net-net trades at 46% of TBV, 1x EV/FCF and 2.1x P/FCF, and is still paying dividends.
2
2.5 x earnings and trading at 80% of TBV
This stock has lots of recent insider buying and has an average 5Y dividend yield of 15% (at todays price).
2
Buy the real-estate, get a £200m business for free
A stock that trades at 1.4x earnings, 32% of TBV and holds hidden assets worth 10x book value.
A 31% annual dividend yield since 2017
This little cash machine has been FCF positive since 2006, has recent insider buying and an estimated upside of 150%+ to fair value.
2
3.3x FCF, 67% of TBV with insider buying
A deep-value stock with over 160% upside potential from its current price.
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