Added to YB: 2025-01-03
Pitch date: 2024-12-28
SERI.MI [bullish]
Seri Industrial S.p.A.
+10.8%
current return
Author Info
No bio for this author
Company Info
Seri Industrial S.p.A., through its subsidiaries, engages in the production and recycling of plastic materials for battery, automotive, hydro-thermo-sanitary, civil, and shipbuilding markets.
Market Cap
EUR 142.5M
Pitch Price
EUR 2.50
Price Target
26.00 (+829%)
Dividend
N/A
EV/EBITDA
23.46
P/E
-14.77
EV/Sales
1.25
Sector
Chemicals
Category
special_situation
Seri Industrial S.p.A. (SERI.MI) Investment Thesis
SERI.MI: 120m cap, 120m debt. 500m grant for 8.5GWH LFP gigafactory. 3x-10x upside potential. Catalysts: T2 equipment contracts, T1 sales ramp, ENI JV, P2P recycling JV, Menarini bus acquisition. Risks: slow delivery, negative sentiment. Multiple catalysts in Q1 could turn stock around.
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