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From: Oldbasalt	12/1/2015 7:27:34 AM
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From Seeking Alpha>> Alcoa Is Substantially Undervalued And Offers A Free Call Option On The Upstream Business Dec. 1, 2015 1:41 AM ET \| 4 comments \| About: Alcoa, Inc. (AA) by: Pluton Research Disclosure: I am/we are long AA. (More...)I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Summary The Value-Add business is worth more than the entire current Alcoa share price. This leaves investors a free call option on Alcoa's upstream assets, and the upcoming split will unlock this value within a year. It is hard to see aluminum continuing to fall, and even modest increases in pricing can drive tremendous upside. Investors can also potentially benefit from successful activist involvement, and a combination of rising aluminum prices and margin expansion can generate substantial long-term capital appreciation.

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