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Case
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Reference no. W23175
Subject category: Finance, Accounting and Control
Authors: George Athanassakos (Ivey Business School, Western University); Filippo Iuliani (Ivey Business School, Western University)
Published by: Ivey Publishing
Originally published in: 2022
Version: 2022-03-04
Length: 17 pages
Data source: Published sources
Topics: Value investing; Valuing growth; Finance
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Abstract

A newly hired investment analyst at Oyster & Co Capital Management (Oyster Capital) reviewed the most recent annual report for Westshore Terminals Investment Corporation (Westshore). On March 21, 2018, stock in the coal storage and loading terminal company was trading at CAD21.90, but the analyst believed the stock was undervalued at its current price. He wanted to propose to Oyster Capital's investment committee that the firm invest USD10 million in Westshore's stock. The analyst needed to evaluate the data to be certain of his position and prepare a recommendation for the investment committee.

Teaching and learning

This item is suitable for undergraduate and postgraduate courses.
Location:
Canada
Industry:
Mining, quarrying, and oil and gas extraction
Size:
Large
Other setting(s):
2018
Teaching note
-
Reference no. W23177
Subject category: Finance, Accounting and Control
Authors: George Athanassakos (Ivey Business School, Western University); Filippo Iuliani (Ivey Business School, Western University)
Published by: Ivey Publishing
Originally published in: 2022
Version: 2022-03-04
Revision date: 19-May-2023
Length: 10 pages
Data source: Published sources
View full details

About

Abstract

A newly hired investment analyst at Oyster & Co Capital Management (Oyster Capital) reviewed the most recent annual report for Westshore Terminals Investment Corporation (Westshore). On March 21, 2018, stock in the coal storage and loading terminal company was trading at CAD21.90, but the analyst believed the stock was undervalued at its current price. He wanted to propose to Oyster Capital's investment committee that the firm invest USD10 million in Westshore's stock. The analyst needed to evaluate the data to be certain of his position and prepare a recommendation for the investment committee.

Teaching and learning

This item is suitable for undergraduate and postgraduate courses.

Settings

Location:
Canada
Industry:
Mining, quarrying, and oil and gas extraction
Size:
Large
Other setting(s):
2018

Related

Teaching note
-
Reference no. W23177
Subject category: Finance, Accounting and Control
Authors: George Athanassakos (Ivey Business School, Western University); Filippo Iuliani (Ivey Business School, Western University)
Published by: Ivey Publishing
Originally published in: 2022
Version: 2022-03-04
Revision date: 19-May-2023
Length: 10 pages
Data source: Published sources
View full details