May 30, 2018 - 7:27pm EST by
2018 2019
Price: 8.49 EPS 0.84 0.96
Shares Out. (in M): 34 P/E 10.1 8.8
Market Cap (in $M): 284 P/FCF 11.7 10.1
Net Debt (in $M): 390 EBIT 45 45
TEV (in $M): 670 TEV/EBIT 15.0 15.1

Sign up for free guest access to view investment idea with a 45 days delay.


I do not hold a position with the issuer such as employment, directorship, or consultancy.
I and/or others I advise do not hold a material investment in the issuer's securities.


-          Increased revenues and margins from Rubicon acquisition in Q2/18 due to integration being completed will drive revenue and earnings growth

-          Dividend increase announcement signaling strong cash position, even with the company's current struggles

-          Industry conditions will improve, as growth of battered frozen seafood starts again after a few years of decline

-          Fears of retailers moving to private labels overblown - consumers still appreciate brand names 

    show   sort by    
      Back to top