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Added to YB: 2024-02-06

Pitch date: 2024-02-06

LFCR [bullish]

Lifecore Biomedical, Inc.

-1.14%

current return

Author Info

Laughing Water Capital is a boutique investment partnership. Our partners believe that careful analysis of a select group of businesses can lead to above average investment returns for equity investors. Our small size and patient approach give us an advantage that cannot be matched by traditional asset managers or hedge funds that are focused on the day to day gyrations of the stock market, rather than the fundamental value of businesses. Visit their website.

Company Info

Lifecore Biomedical, Inc., together with its subsidiaries, operates as an integrated contract development and manufacturing organization in the United States.

Market Cap

$298.2M

Pitch Price

$7.88

Price Target

13.00 (+67%)

Dividend

N/A

EV/EBITDA

-128.16

P/E

-6.25

EV/Sales

3.62

Sector

Life Sciences Tools and Services

Category

value

Show full summary:
Could $LFCR facilities be worth more than the public price?

$LFCR: $NVO buying $CTLT fill-finish for $11B, implying $13+ value for LFCR. Suggests capacity shortage, higher prices & potential $ALC buyout. Key risks: not current on financials. PT $13.

Read full article (1 min)