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r/valueinvestingr/valueinvesting· u/tortoisetornado· 2d agoDiscussion 0

Vistry Group PLC (LON:VTY)

Investor summaryBullish

Author believes Vistry Group is trading below liquidation value with minimal risks and high short interest, presenting a rare value opportunity.

Bull points
  • Trading below fire sale liquidation value with minimal liquidity and solvency risks.
  • Profitable company expected to remain profitable, currently at the bottom of its cycle.
  • Extremely shorted with over 30 days to cover, setting up a potential short squeeze.
VTY价值 / 回购降息与宏观
Post body

Trading below fire sale liquidation value. Minimal liquidity risk. Minimal solvency risk. a profitable company with profits for the forseable future. Currently in trough and seeing the worst and its still managing. Extremely shorted (over 30 days to cover). I've never seen free money like this in my career. This would not have happened on a US exchange. AI and interest rates are obviously driving a narrative. This is not an if, it is a when.

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