Apr. 8 at 3:00 AM
$UFI I am totally confused as to why this stock has been acting so poorly, when they still have significant mfg capabilities in the US and will benefit by the tariffs.
They have significant mfg capabilities in the US, and even with a slowdown, will benefit by the tariff barriers placed on countries like China and Vietnam.
So, why own the stock in a tariff heavy environment.
1. They are a huge domestic mfr of yarn.
2. The Trump Administration will be eliminating the
$800 loophole on clothing that was sold for under
$800 that was coming into our country without being hit with tariffs on June 2nd.
3. They are closing a 1MM sq ft plant to become more efficient. They expect to generate
$12MM in EBITDA in June Qtr
4. Data Ctr Oppty(DC). The plant sits on 94 acres and had been one of the the biggest user of electricity in NC. This has obvious DC potential. DC's can sell from
$1M-
$2MM an acre. At
$1MM an acre that is
$90MM = 1/2 their Ent Val of
$150MM.
Do the math.This could trade at 2x EBIDTA
