Added to YB: 2026-07-10
Pitch date: 2026-07-09
AIM.TO [bullish]
Aimia Inc.
Author Info
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Company Info
Aimia Inc. operates as a diversified conglomerate in Europe, Asia, Oceania, the Americas, Africa, and the Middle East.
Market Cap
CAD 256.4M
Pitch Price
N/A
Price Target
3.90 (+36%)
Dividend
N/A
EV/EBITDA
5.51
P/E
-14.97
EV/Sales
0.85
Sector
Chemicals
Category
value
73 Cents on the Dollar
AIM.TO: Canadian holdco at 27% discount to CAD3.90 NAV (mostly cash), <10x EV/NOPAT. Activist Summerton (Milkwood, 33% 5yr CAGR) as Exec Chair transforming into decentralized acquirer via Cortland/Tufropes rope biz + take-privates at 4-6x. NOLs worth ~2/3 of mkt cap. Bull IRR 16-20% conservative case if margins hit 20% peer level. Risks: no industrial ops experience, difficult India-to-global transition, take-private execution.
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