Full time deep-value investor searching for absurdly cheap stocks and hidden value on balance sheets. Follow for cheap stock ideas.mrdeepvalue.comJoined February 2025
I probably look at a couple of hundred different stocks each week. Some for much longer than others.
I regularly find things that are cheap, and that will most likely generate solid returns when they rerate, but that I don’t like.
I’m going to start sharing all those here, in…
Zytronic (ZYT.L) holders might be interested in a statement released by the largest shareholder (Tom Spain) .... It sets out his side of the story.
Please share and like this post to make sure ZYT holders get the update...
henryspain.co.uk/zytronic/
Base Resources (BSE) was a classic Deep-Value setup:
Market Cap was roughly equal to net-cash ($100m) with zero debt.
Current mine was almost exhausted, and production at the new mine was being held up by bureaucracy.
NPV of the new mine was $2billion.
I wrote it up here:…
I started out managing my own capital.
After a while, family asked me to invest their capital.
Before long, friends of family started asking to get involved.
I spoke to the FCA about getting a license to operate a small, one-man operation, to allow me to accept non-family…
Found a stock trading below net-cash and generating positive FCF over the last 10 years.
It also has a compensation claim owed (the court agreed it’s owed the money), worth triple the current market cap, when it gets paid.
If the comp never gets paid out, it’s a 50%-100% flip.…
Found an interesting deep-value stock recently.
Saga Furs Oyj (SAGCV).
NCAV Ratio = 0.5
TBV Ratio = 0.3
Negative EV
P/5Y FCF Ratio = 1.2
It's generated positive cash-flow 80% of the time over the past 5 years.
9% dividend yield.
Is it a value-trap?
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