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Analyses on O.R.T (3)
- March 26, 2026March 26, 2026
- Follow-up
Skai Inside ORT: What Actually Moves the Value and What Only Looks Dramatic
ORT's carrying value in Skai is set through three separate layers, a sales-multiple valuation on revenue, allocation through an OPM capital structure, and dollar-to-shekel translation. In 2025, the layer that moved the reported shekel number most was currency rather than the val…
- Follow-up
ORT and the Pagaya Overhang: How Much of the Cash Is Really Coming Back
Pagaya at ORT is no longer a fully frozen asset, but even at the end of 2025 it is still far from near-cash: money is coming back in installments, roughly half the balance still sits beyond one year, and the line continues to generate both FX and accounting volatility.
ORT: The Value Is There, but It Still Sits in Marks, Dollars, and Patience
ORT finished 2025 with clear improvement in Transway and a debt-free balance sheet, but shareholder economics are still driven mainly by illiquid assets, heavy dollar exposure, and the company's ability to turn marked value into accessible cash.
