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Forward Industries Inc (FORD)

I just bought shares of Forward Industries Inc for 1.53$.  This company mainly sells carrying cases (75% of revenues) for diabetes machine.   I got the idea from Greenbackd.

I bought some shares at $1.53.  This is another negative Enterprise value stock purchase.  The company’s market cap is 12MM with an enterprise value of -6MM.  There is $2.40 in cash with no debt. 

The company has been losing money for the past few years.  There’s a cash burn of over 1 million dollars. 

The potential catalyst include improvement in the economy and share repurchase.  The company may be taken over, but it has an anti-takeover policy which would make it difficult.  

Risk include a poor acquisition that burns through most of the cash, or increase in operating losses due to the economy or change in customer.  Overall, I think the company has a good risk/reward profile.

 

Current holdings include:

ALG, EGY, FORD, MHJ, PRGN, RJET, SGI, TRID, TWIN, ULTR

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