• Value Situations' Conor Maguire on why strategic review at Dowlais $DWL.L indicates a live catalyst

  • Sep 17 2024
  • Length: 1 hr and 9 mins
  • Podcast

Value Situations' Conor Maguire on why strategic review at Dowlais $DWL.L indicates a live catalyst

  • Summary

  • Conor Maguire, Founder and Editor of the Value Situations Newsletter, joins the podcast for his third appearance to share his thesis on Dowlais Group Plc (DWL), a portfolio of market leading, high-technology engineering businesses that advance the world's transition to sustainable vehicles.

    For more information about Conor Maguire and Value Situations Substack: https://valuesits.substack.com/

    DWL write up on Value Situations Newsletter: https://valuesits.substack.com/p/dowlais-spinning-wheels

    Chapters:

    [0:00] Introduction + Episode sponsor: Tegus

    [2:15] What is Dowlais Group Plc (DWL) and why are they interesting to Conor

    [9:18] What is Conor seeing about Dowlais that the market is missing

    [16:42] Dowlais recent history

    [21:45] Trends in the auto industry

    [27:43] Bidding war time from 2018

    [32:29] Margin expansion

    [38:03] Management and incentive structure

    [49:08] Capital allocation scenarios

    [53:25] Who's the buyer of Powdermet

    [58:50] Cyclicality of Powdermet business?

    [1:02:16] Final thoughts on Dowlais / one more question about goodwill on the balance sheet

    Episode sponsor: Tegus

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