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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
34.1% undervalued intrinsic discount
1.36%
Revenue growth p.a.
4users have liked this narrative
1users have commented on this narrative
18users 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
90.0% undervalued intrinsic discount
17users have liked this narrative
2users have commented on this narrative
21users 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
42.8% undervalued intrinsic discount
28.00%
Revenue growth p.a.
8users have liked this narrative
3users have commented on this narrative
41users have followed this narrative
INRETC1 logo
InRetail Perú

Hard Discount Expansion And Logistics Transformation Will Drive Long-Term Retail Strength

Catalysts About InRetail Perú InRetail Perú operates an integrated platform of food retail, pharmacies and shopping malls across Peru. What are the underlying business or industry changes driving this perspective?Read more

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US$38
33.7% undervalued intrinsic discount
AnalystConsensusTarget Fair Value
Revenue
6.8% p.a.
Profit Margin
4.14%
Future PE
19.09x
Price in 2028
US$61.73
CPACASC1 logo
Cementos PacasmayoA

CPACASC1: Fair Value Increase Will Drive Optimism Despite Moderated Profit Outlook

Key Takeaways Long-term infrastructure project focus is projected to drive revenue growth, establishing Cementos Pacasmayo as a preferred supplier. Adoption of sustainable fuels and strategic capital allocation aims to enhance margins and support sustainable growth.Read more

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S/6.2
29.0% undervalued intrinsic discount
AnalystConsensusTarget Fair Value
Revenue
2.54% p.a.
Profit Margin
11.97%
Future PE
16.05x
Price in 2028
S/10.08