Calls
1
u/Mendadg
Reddit r/ValueInvesting
Win Rate
100.0%
return
+0.6%
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jan 09
$3.25
+0.6%
The author argues Navigator Company is undervalued and sees 50%+ upside if Semapa uses the ~€1bn in cash from selling Secil to launch an OPA for the 30% free float. The mechanism is that the market values that 30% at ~€653m while applying Semapa’s Secil exit multiple implies ~€3.7bn; an offer at ~€1bn would imply ~€4.69 per share versus ~€3.09 today. The catalyst is the recent Secil sale and potential OPA as Semapa deploys cash; the author also says Navigator remains fundamentally attractive without any takeover on a medium/long-term basis. Main stated risk: no OPA, though he frames that as still leaving a valid long-term case.
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u/Mendadg has 1 trade ideas tracked on Buzzberg across 1 tickers since January 2026. Most covered: NVG.LS.
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