Rare Quality Micro-Cap: LSI Industries, Inc. (LYTS) Long Thesis

Rubicon Capital Group's memo to investors for the month of June 2019, discussing if LSI Industries, Inc. (NASDAQ:LYTS) executes their turnaround plan successfully, the stock could see 75%+ upside.

LSI Industries Inc.

Price:  $3.51

Mkt Cap: $91 MM

Ent Val: $121 MM

EV / EBITDA:  8.4x LTM, 6.7x fwd

TD/ EBITDA:  2.2x

Price / Tang. Book: 1.0x

Div. Yield:  5.7%

Price Target:  $6 + (trading), $10+ (transaction)

Situation Analysis

• Rarely does one find a compelling turn around opportunity led by an institutional quality executive with aligned incentives to drive . . .
  

  This content is exclusively for paying members. Access all of our top quality content by signing up below.

  If you are subscribed and are having an account error, please clear cache and then cookies if that does not work email support@hiddenvaluestocks.com and we will get back to you as quick as humanly possible.

  Register New Account

  Log in to renew or change an existing membership.

  Username

  Email

  First Name

  Last Name

  Password

  Password Again

  Choose your membership level

  • Valuewalkpremium and hiddenvaluestocks - $999.00 -  365 Days
    Top value Usually costs Valuewalkpremium $399 & Hiddenvaluestocks $799 separately. . Cancel anytime in the first 5 days no questions asked and only if you decide to stay will you be billed $999 annually.
  • Monthly membership - $99.90 -  30 Days
    Cancel anytime in the first 5 days no questions asked and only if you decide to stay will you be billed $99.9 monthly
  • Quarterly subscription - $299.00 -  90 Days
    Pay every 3 months only and get a 3 day no obligation trial - cancel for any reason within the 3 days and do not pay a penny

  Discount Code - Valid - Invalid Apply

  Choose Your Payment Method

  PayPal Credit / Debit Card

  Agree to Terms and Conditions

  Agree to Privacy Policy