Byline: Market Analysis & Forecast Alico isn’t your typical stock—it’s not really an agriculture company anymore. Based on recent CEO commentary, it’s becoming something else entirely: 👉 a land monetization and real estate development story hiding inside an old citrus business And management is making that shift very clear. “We’ve built a balanced platform… to unlock substantial value from our ~46,000-acre portfolio.” Activate Up to $100 Cash Back That’s not subtle. The News: A Full-Blown Transformation Alico is exiting citrus operations and pivoting toward: Land sales Land leasing Real estate development This is a massive strategic shift. Key Highlights: Adjusted EBITDA: +$2.7M (vs -$6.7M last year) Land sales: $34.5M+ recent activity 97% of farmable land now leased Portfolio value: $650M–$750M (management estimate) Meanwhile: 👉 Market cap is roughly ~$300M range That gap is the entire thesis. The Investment Thesis: This Is a Land Arbi...