The Astute Investor's Calculus

The Astute Investor's Calculus

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The Astute Investor's Calculus
The Astute Investor's Calculus
[Premium] Increase Your Allocation in One of the Holdings to 3x Current Levels, and Vote Against Reelection of 2 Directors

[Premium] Increase Your Allocation in One of the Holdings to 3x Current Levels, and Vote Against Reelection of 2 Directors

An activist has taken 6.2% stake in this company and is pushing for board changes to release shareholder value in the annual meeting to be held on Jun 10.

Shailesh Kumar, MBA's avatar
Shailesh Kumar, MBA
May 17, 2025
∙ Paid
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The Astute Investor's Calculus
The Astute Investor's Calculus
[Premium] Increase Your Allocation in One of the Holdings to 3x Current Levels, and Vote Against Reelection of 2 Directors
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We will be riding on the coattails of the activist investor in this stock. Even if their proposed changes do not come to fruition, as shareholders we have the opportunity to cast a proxy vote to signal our intent to force the management to take actions to release the shareholder value.

Just to recap,

  • The company market value today is $77 million

  • The company has $132 million in cash on the books and no significant debt to worry about

  • If the company liquidates today, there is 71% upside from the current stock price with zero risk, since this is all pure cash that they currently hold on the books

  • Alternatively, the company can pay a LARGE cash dividend to distribute part of the cash to the shareholders. Theoretically, they can pay out over 100% of the stock price as a dividend and still retain enough working capital to continue operating as is

  • You should have received a proxy to vote before the annual meeting that takes place on June 10, 2025. I have voted against the election of the 2 directors and I recommend you do so as well. I received my Proxy vote information on May 2

This is what I wrote in the due diligence in December, 2024


They have a few options:

  1. Forget acquisitions - they can organically grow their business to hit the $65 million revenue mark themselves. It may not happen right away, but they have sufficient capital to get to it in the next few years, or,

  2. Return the cash to the shareholders and liquidate, or,

  3. Get acquired - There will be many parties interested in their balance sheet and cash, especially since they can get a dollar for just 64 cents. We know Chuck Royce is one of those parties, and we are too. 12% of the stock is also held by Bleichroeder LP, a hedge fund.

My most likely scenario is #2 or #3 and I expect this to happen within the next year.

Link to Original Due Diligence Report: This Company has Enough Cash to Buyback ALL of its Stock. And Still have Money Left Over


It has been less than 6 months since then and now there are moves being made that will result in #2 or #3 scenario to come true.

If things work out the way they should, we expect to have a 70%+ profit from today’s prices in the short term.

More details on this after the paywall.

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