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NCR Atleos: Investment Thesis
Looking back
My previous article in relation to NCR Atleos Corporation (NYSE:NATL) was on August 30, 2024, "NCR Atleos: Shares Even More Expensive - Sell". The share price
NCR Atleos: Reports Of Death Of Cash Are Greatly Exaggerated
Summary
- NCR Atleos Management have outlined an impressive, understandable, and highly believable strategy for earnings growth.
- The company and the stock are at a possible inflection point.
- Now is possibly an opportune time for investment in the shares of this stock.
- NCR Atleos stock is upgraded from Sell to Buy.
I am a retired accountant with a background in large mining projects, from feasibility to full-scale operation, large scale primary industry and food processing, commercialisation of university intellectual property, and consulting to small businesses, government departments and insolvency practitioners. I have gained a wealth of experience from having the extreme good fortune to work, in a cooperative environment, with so many people far more intelligent and smarter than me; from scientists and engineers with MBA qualifications, to University professors across a range of disciplines. Through the accident of mergers, acquisitions and dispositions, I held, at various times, financial controller positions within Utah International Inc, General Electric Inc, and BHP Billiton organizations. If I have a special skill, it is in methods of assessment of projects with long lives, where costs are front loaded and/or future revenues are subject to considerable degrees of uncertainty. In relation to stocks, I have a theory, using projections to calculate a present value per share is far less useful for a share buying decision, than using those same projections for calculating future value per share for determining potential exit value and rate of return.
Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
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