LSI Industries

Rubicon Capital Group: Big Upside For This Micocap

This post first appeared on Hidden Value Stocks

Rubicon Capital Group's memo to investors discussing if this stock executes their turnaround plan successfully, the stock could see 75%+ upside.

Q1 hedge fund letters, conference, scoops etc


Price: $3.51

Mkt Cap: $91 MM

Ent Val: $121 MM

EV / EBITDA: 8.4x LTM, 6.7x fwd

TD/ EBITDA: 2.2x

Price / Tang. Book: 1.0x

Div. Yield: 5.7%

Price Target: $6 + (trading), $10+ (transaction)

Situation Analysis

  • Rarely does one find a compelling turn around opportunity led by an institutional quality executive with aligned incentives to drive shareholder return in small cap land.
  • Founded in


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