RE:RE:RE:RE:RE:RE:Capital Allocation Industrial is Ag + Skyjack.
My estimate is more than the market cap of the entire company currently.
I think if the value isn't realized you set your self up for an activist to push for a spinout of "Linamar AgCo" and Skyjack.
Insider ownership is high so most likely this wouldn't happen. Trading at one of the lowest EV/EBITDA in its peer group. 3.8X. I would argue it should be at 6X.
My top value idea currently.