Early Retiree
Research analyst, value, small-cap, retirement and income

SMT Scharf: A Hidden Champion For Sale

SMT Scharf (OTC:SMTAF) is a German mining equipment manufacturer with 90% of its revenues coming from abroad. The company has an enterprise value of about €85 million and is the global market leader and technology leader for rail-bound railway systems. Its success is not only measurable by market share (40 % of rail-bound railway systems installed worldwide are from SMT Scharf; in South Africa the company enjoys a stunning 100% market share in the sector of monorails), but also in the maybe even more important "share of mind": In fact, in some countries miners call rail-bound mining railway systems the "Scharfs". This is undoubtedly due the excellent worldwide reputation this specialist engineering company has been able to build...

Join Seeking Alpha PRO to read this archived article and 11,574 other archived articles
IDEA GENERATORXExclusive access to 10 PRO ideas every day
INVESTING IDEAS LIBRARYXExclusive access to PRO library of more than 15,000 ideas
SECTOR EXPERT NETWORKXExclusive access to all sector experts for direct consultation
PERFORMANCE TRACKINGXTrack performance of all PRO stock ideas
PROFESSIONAL TOOLSXProfessional Idea Filters to zero-in based on industry, market cap and more
PRO Top long ideas returned 21.7% in 2016**
"As a PRO member, we get uniquely valuable perspective that go beyond our quantiative analysis... We rely on PRO to get beyond the numbers quickly and add much needed perspective. It keeps me ahead of the next big thing. - Mark Choate, Malaga Cove Capital"
Mark Choate, Malaga Cove Capital
"Contributors (writers and commentators), often have a long history in the secuirities they opine on and some are clearly well positioned industry participants with detailed industry views that can help provide color on where the skeletons are buried in a particular secuirity and/or industry."
Jim Roumell, Roumell Asset Management
You may cancel at any time for any reason, and receive a prompt refund for membership on months paid and not used (max. 6 months). Details