Garrett Motion (GTX) notes, next article preview

My take on GTX Q2 results plus a preview next micro cap idea

My next feature article will be on a micro cap value stock that I believe has an unappreciated growth trajectory. With reasonable execution of management’s plan, there is potential to double revenue and potentially 3X net income over the next 2-3 years.

The stock price has been hit for reasons that are not related to the underlying fundamentals.

Few investors (the few who have looked at this micro-cap) appreciate how the company has become less cyclical in recent years - the historical price chart looks, “scary”.

Insider/management incentives are strong - including what I call “hidden open market purchases” - a rare occurrence that in my experience often proceeds a sale of the company.

This is just one of the signals that (in my view) indicate that the company is likely to be sold within the next few years - if not sooner.

If the company is not sold, I see potential for both substantial earnings growth and multiple expansion. This article will be out before month-end.