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Aimia Inc T.AIM.PR.D


Primary Symbol: T.AIM Alternate Symbol(s):  T.AIM.PR.A | AIMFF | T.AIM.PR.C

Aimia Inc. is a diversified company. The Company operates through three segments: Bozzetto, Cortland International and Holdings. The Bozzetto segment is a provider of specialty sustainable chemicals, offering sustainable textile, water and dispersion chemical solutions with applications in several end-markets including the textile, home and personal care, plasterboard and agrochemical markets. The Cortland International segment consists of Tufropes and Cortland Industrial LLC (Cortland). Tufropes is a manufacturer of synthetic fiber ropes and netting solutions for maritime and other different industrial customers. Cortland is a designer, manufacturer, and supplier of technology advanced synthetic ropes, slings, and tethers to the aerospace & defense, marine, renewables, and other diversified industrial end markets. The Holdings segment includes investments in Clear Media Limited, Kognitiv, as well as minority investments in various public company securities and limited partnerships.


TSX:AIM - Post by User

Comment by Hadituptohereon Jul 04, 2022 2:32pm
138 Views
Post# 34799791

RE:Chris Mittleman selling shares

RE:Chris Mittleman selling shares

Insiders sell for a host of reasons. If it isn't widespread and consistent amongst most management, when many others with the same nonpublic information are buying, then it's not something that usually alarms me. What is concerning: 

The CEO and board sinking so much of their liquidity into private and early stage investments. With the present condition of the markets, they could likely in a short amount of time double or triple the portion of the upcoming proceeds not earmarked for buybacks via open market securities. It's fine if they feel compelled to issue a dividend, but their infatuation with behaving like venture capitalists may prove to be their downfall if they are not smart in this upcoming moment.

They now own a renowned professional money management firm with a documented track record of extreme market outperformance during bear-market recovery years. Upon receipt of these proceeds, management needs to buy every share they can of their own stock upto $7 (their minimum and likely very, very low estimate of fair value prior to this exceptional liquidity event), and let that team invest the rest. Following any other path would evidence an obvious lack of faith in their own assets, and depart from basic logic to such an extent as to call the boards judgment into question. 


 

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