MLCI Mount Logan Capital Inc. Loading... : Investor Sentiment and Bull/Bear Views
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17:15
Jan 04
Jan 04
MLCI buyback premium; cheap alt manager.
Current special situation flagged as very interesting: MLCI (Montal Capital), a little-followed alternative asset manager with about 100M market cap, listed around 8 and trading around 8.20, has offered to buy back shares at 9.40-9.43 while insiders, who see more long-term value, will not tender. It trades below book value (about 10, implying about 25% upside) and at about 9x earnings versus 28-30x for KKR, Brookfield, Apollo, Ares and Blackstone; commissions grew from about 1.2M in 2021 to about 10M, and the private capital sector it serves is expected to grow from 4 trillion to 13 trillion dollars.
HIGH
About MLCI Investor Commentary
Across the available history and selected sources, Buzzberg tracks MLCI (Mount Logan Capital Inc.) across 1 sources: 1 bullish vs 0 bearish calls from 1 authors. Historical directional balance: 100% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 1 total trade idea tracked. Latest voices: Alejandro Estebaranz.