Polish_pickle
$STLA Morning boy'z
Let’s talk deep value turnaround with $STLA down here around the $4.20S...
Brampton Plant Sale: Just announced a deal to offload their idle Brampton assembly plant to defense contractor Roshel, instantly trimming overhead and pivoting capacity toward higher-margin operations.
New Blood at the Wheel: New leadership is already in motion with Pablo Di Si taking over North American operations to clean up dealership inventory and overhaul American brand strategy.
The Valuation Play... Down over 40% over the last six months, the stock is trading at deep discount multiples (P/S near ~0.2x). With industrial cost cuts hitting almost €3 billion year to date, any stabilization in retail volumes sets up a massive coiled spring.
Max pain is already priced in, management is cutting the fat, and the turnaround trade is locking into place.
Patience pays, let’s get this money.
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