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Aimia Inc T.AIM.PR.C


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

Chemicals Specialty Chemicals
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

Aimia Inc > potential catalyst tomorrow - May 9th
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Comment by nkbourbakion May 09, 2024 5:20pm
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Post# 36032258

RE:RE:RE:RE:RE:RE:potential catalyst tomorrow - May 9th

RE:RE:RE:RE:RE:RE:potential catalyst tomorrow - May 9thBozzetto looks okay and may prove to be a very good purchase if they can build the Americas business and really utilize NOLs etc.   It does seem that Curreri is a force to be reckoned with.

However I don't see 7-8x late-cycle EBITDA at 15% margin as killer value, and I'm highly skeptical of Phil's "Aimia got lucky" narrative.  If this deal was on Paladin's radar then I think it's safe to say it was pretty actively marketed/shopped.  I'm sure it was to Aimia's advantage that they could transact with cash but I just don't buy that they were the only ones able to seize the value. 

Out of curiosity, what are you using as comparatives trading at 10x? 

 
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Dealroom for high-potential pre-IPO opportunities