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MGPI logo
MGP Ingredients

THE KINGDOM OF BROWN GOODS: WHY MGPI IS BEING CRUSHED BY INVENTORY & PRIMED FOR RESURRECTION

Originally Posted Dec 5 on the Woodworth Contrarian News Page Brought to you by Quinn Millegan & The Woodworth Contrarian Fund A Deep Dive Into Why the Market Is Pricing MGPI for Permanent Decline When Cyclical Recovery Is Lurking in Plain Sight MGP Ingredient’s factories in Atchison, KS & Lawrenceburg, IN - MGP Ingredients Corporate THE SETUP: MEET THE STOCK THAT FELL 75% AND NOBODY NOTICED MGP Ingredients closed at $24.70 yesterday (with a 3–6% increase intraday today). Two years ago—December 4, 2023—it traded at $91.53.
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US$40
FV
35.0% undervalued intrinsic discount
1.36%
Revenue growth p.a.
8users have liked this narrative
4users have commented on this narrative
26users have followed this narrative
EVTL logo
Vertical Aerospace

Why Vertical Aerospace (NYSE: EVTL) is Worth Possibly Over 13x its Current Price

Once again, I boldly foretell a future possibility for the years ahead. Some reading this may scoff, or may laugh and move on.
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US$60
FV
90.4% undervalued intrinsic discount
18users have liked this narrative
3users have commented on this narrative
25users have followed this narrative
ORCL logo
Oracle

The Quiet Giant That Became AI’s Power Grid

The story of Oracle’s transformation is a narrative of strategic repositioning that has culminated in the company emerging as an indispensable infrastructure partner for the world’s most demanding Artificial Intelligence (AI) workloads. This strategic shift, defined by massive infrastructure investment, a landmark partnership with OpenAI, and the rise of colossal superclusters, has driven an unprecedented surge in its contract backlog, fundamentally reshaping Oracle’s long-term growth trajectory and competitive landscape.
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US$389.81
FV
51.3% undervalued intrinsic discount
28.00%
Revenue growth p.a.
9users have liked this narrative
4users have commented on this narrative
48users have followed this narrative
CEZ logo
CEZ a. s

Rising Regulated Asset Base And Nuclear Output Will Drive Stronger Long Term Earnings Stability

Catalysts About CEZ a. s CEZ a.Read more

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Kč1.18k
8.2% overvalued intrinsic discount
AnalystHighTarget's Fair Value
Revenue
-4.07% p.a.
Profit Margin
0.14%
Future PE
19.51x
Price in 2028
Kč14.81
MONET logo
MONETA Money Bank

Digital Banking And SME Lending Will Drive Future Resilience

Key Takeaways The bank's digital transformation and growing focus on digital sales and wealth products are set to lower costs and expand fee-based income streams. Strong lending growth in SME segments and robust risk management support revenue diversification and provide a stable base for future expansion.Read more

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23users have followed this narrative
Kč159.25
18.4% overvalued intrinsic discount
AnalystConsensusTarget's Fair Value
Revenue
6.51% p.a.
Profit Margin
42.71%
Future PE
15.21x
Price in 2028
Kč207.28
KOMB logo
Komercní banka

Overvaluation Will Lower Earnings In Czech Banking

Key Takeaways Market and earnings growth are susceptible to normalization of temporary gains, limited revenue diversification, and challenging interest rate conditions. Rising fintech competition and demographic headwinds threaten customer base, fee income, and long-term structural growth.Read more

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20users have followed this narrative
Kč1.08k
5.5% overvalued intrinsic discount
AnalystConsensusTarget's Fair Value
Revenue
4.59% p.a.
Profit Margin
43.61%
Future PE
13.78x
Price in 2028
Kč1.38k