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Analyses on RAM ON (4)
- March 30, 2026March 30, 2026
- Follow-up
After Classoos: Is Ram On's Private Portfolio Still Creating Value or Only Consuming Capital
After the Classoos reset, Ram On's private portfolio no longer looks like an uncontrolled risk center, but as of year-end 2025 it still is not creating shareholder value. Kando remains a meaningful option, yet one carried more heavily off a model, while Ai Theo remains a small b…
- Follow-up
When the Discount Reaches the Boardroom: What Eldav Is Really Pushing for at Ram On
Eldav's campaign shows that Ram On's discount has moved from a pricing question to a board-agenda question: in a company with no controlling shareholder, even 10.86% is enough to demand influence over capital allocation, but for now the pressure has changed the composition more…
- Follow-up
Ram On Mevanim: How Much of the Property Value Is Actually Accessible to Shareholders
Ram On Mevanim is clearly worth far more than its carrying amount, but the value actually accessible to Ram On shareholders is materially lower than the headline appraisal and is driven mostly by post-2035 assumptions.
Ram On in 2025: Polyram Still Holds the Value, but the Optionality Is No Longer Free
Ram On looks cheap on paper mainly because of Polyram and the real-estate layer, but 2025 showed that the discount will stay in place as long as the risk holdings keep destroying value and the parent remains dependent on dividends, portfolio monetization, and debt reduction to t…
