Originally Posted by
trader_jackson
MPG has debt about the same as its market cap ($55m), being squeezed quite badly, yet has doubled in price in the past 6 months (since the covid low's)
STU has no debt, a much more commanding market position, better cash flows, and probably less chance of raising capital... and yet the share price is not even 20% higher than it was 6 months ago (in fact in mid August, STU's share price was virtually the same it was during the covid lows of early April)
I'm not saying STU is a 'great' business, nor am I saying MPG is a terrible business... in fact I'd say they're both dogs at this point in time.. but interesting that MPG has doubled in price (far outperforming the broader market) while STU has only gone up a mere 17% (underperforming the boarder market by a good chunk)