Value Investing Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Value Investing

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

Recommended by:

E_K_S

To: E_K_S who wrote (77991)	8/29/2025 4:54:35 AM
From: bruwin	1 Recommendation Read Replies (1) of 78505

PAHC. I had a look at PAHC's "Fundamentals" in the 4th Qtr of 2023 which is around the time you said you bought it at ~$9.70/share. Three "Positives" at that time, IMO, :- Good Gross margin at ~31% Share Price a BUY at $9.70 being less than "target" of $25 A relatively Low P/E of 12. However, the rest of its "Fundamentals" were all below "Targets", with LTD being very high, although its Debt Expense wasn't that excessive, and its Bottom Line Profit low at only 3.3% -----> Moving forward to its current LTM we see -----> A positive remains its Gross Margin at 31%. Its Bottom Line profit is slightly higher at 3.7% compared to its previous 3.3%. But its Interest Expense has more than doubled from $15.3mil. to $34.6mil. no doubt due to its LTD increasing from ~$453mil. to ~$703mil. Its Price at $38.5 is less than the upper Buy "target" now at $31, and its P/E is much higher at 32.4 compared to the previous low number of 9.7. But there again "the Market" has been regularly buying its shares, especially during this month of August, and as a result there's been a price rise of (38.5-9.7)/9.7 = 297% since you bought it. One wonders what has "fueled" this demand for PAHC ? Is it future demand for its products, and is that also based on new future products in the pipeline which could greatly increase Revenue and especially Bottom Line Profit which one would think is what particularly attracts "the Market" ?? It does have a good Dividend Yield of 1.25% which could attract investors. It should be interesting to see how things work out for PAHC "going forward" .....

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next