The addition of Dr. Johnson to the MTI Board is seen as a positive move, with CEO Douglas T. Dietrich expressing excitement over her unique experiences, perspectives, and innovative ideas that are expected to provide significant value to MTI.
Given the flat trends in Minerals Technologies' ROCE and capital employed, it's unlikely to be a multi-bagger unless there's a substantial change in these metrics. Investors looking for a multi-bagger may have better chances elsewhere.
Despite optimistic future growth, the stock seems overpriced as per the price multiple model. The current share price appears to have factored in this growth, trading above industry multiples. This suggests it may not be the best time to buy, despite MTX's encouraging prospects.
Minerals Technologies' intrinsic value surpasses its market value, signaling a buying opportunity. The company projects a promising future with expected doubled earnings; the market has not yet fully priced this in.
MTI's dividend hike and fresh share buyback program demonstrate the Board's sustained faith in the company's growth and fiscal performance. The move is fitting with the firm's assured approach of giving back to shareholders but still supporting its inorganic expansion strategies.
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