bullish

Systematically profitable business selling at ~2x EV/EBIT

102 Views11 Aug 2026 07:30
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SUMMARY
  • Canaf is a $14.9M market cap business with $9.8M in net cash that earned $2.3M in 2025.
  • The CEO is redeploying capital derived from a South African commodity business into higher-return opportunities.
  • I believe margin expansion and continued growth are inevitable, which should lead to an aggressive rerating.
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  • Systematically profitable business selling at ~2x EV/EBIT
    11 Aug 2026
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