External reports (aggregated public sources), Value Investors Club

Value Investors Club (VIC)

External reports (aggregated public sources)

Value Investors Club

Equity Bottom-Up

Key points (machine generated)<ul><li>Italmobiliare is undervalued with significant growth potential in businesses like Borbone and Officina Profumo.</li><li>Shareholder frustration stems from management's preference for dividends over share repurchases at a discount to NAV.</li><li>Concerns exist regarding the lack of focus on return on invested capital (ROIC) despite the company's valuable assets.</li></ul>This article is sourced from an online content aggregator through publicly available sources and is displayed below for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Key points (machine generated)Italmobiliare is undervalued with significant growth potential in businesses like Borbone and Officina Profumo.Shareholder frustration stems from management's preference for dividends over share repurchases at a discount to NAV.Concerns exist regarding the lack of focus on return on invested capital (ROIC) despite the company's valuable assets.This article is sourced from an online content aggregator through publicly available sources and is displayed below for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Italmobiliare (ITM) - Tuesday, Jul 15, 2025

Key points (machine generated)
<ul>
<li>Italmobiliare, an Italian investment company, has seen exceptional performance with a 26% portfolio internal rate of return since a new strategy and management team took over five years ago.</li>
<li>Despite its strong track record, the company's stock price is undervalued by over 50% compared to its net asset value.</li>
<li>Insiders are showing confidence in the company's future prospects by aggressively purchasing shares, suggesting potential future growth.</li>
</ul>
This article is sourced from an online content aggregator through publicly available sources and is displayed below for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Key points (machine generated)

Italmobiliare, an Italian investment company, has seen exceptional performance with a 26% portfolio internal rate of return since a new strategy and management team took over five years ago.
Despite its strong track record, the company's stock price is undervalued by over 50% compared to its net asset value.
Insiders are showing confidence in the company's future prospects by aggressively purchasing shares, suggesting potential future growth.

This article is sourced from an online content aggregator through publicly available sources and is displayed below for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Italmobiliare (ITM) - Friday, Oct 13, 2023

Italy

Italmobiliare S.P.A. operates as a financial holding company. The Company focuses on construction material, energy, e-business, food packaging, banking, publishing, and environment sectors. Italmobiliare conducts its business in Italy.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

Italmobiliare SpA (ITM IM)

Italmobiliare (ITM) - Tuesday, Jul 15, 2025

As a shareholder of Italmobiliare, I value its promising assets but am frustrated by management's focus on dividends over share buybacks despite a...

Value Investors Club (VIC)

Italmobiliare (ITM) - Friday, Oct 13, 2023

Italian investment company Italmobiliare has been performing well with a 26% internal rate of return and insiders are confident in its future...

Value Investors Club (VIC)

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)