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Added to YB: 2025-04-24

Pitch date: 2025-04-22

CYN.L [neutral]

CQS Natural Resources Growth and Income plc

+87.88%

current return

Author Info

The Oak Bloke shares analysis of the UK stock market, particularly overlooked small caps. Sign up for the newsletter.

Company Info

City Natural Resources High Yield Trust plc is a close ended balanced mutual fund launched and managed by CQS Asset Management Ltd.

Market Cap

GBP 131.5M

Pitch Price

GBP 1.79

Price Target

N/A

Dividend

3.22%

EV/EBITDA

N/A

P/E

-28.81

EV/Sales

-471.85

Sector

Capital Markets

Category

dividend

Show full summary:
CYN-tillating?

CYN.L (overview): UK natural resources investment trust trading at discount. Strong 5yr +251%, weak 3yr -6.1%. Top holdings: Nexgen (uranium, 45% IRR), Ora Banda (gold, FY26 P/E ~4x), West African Resources (P/E 11.6x), Greatland Gold (P/E <3x potential). 3.1% dividend yield. June strategic review catalyst post Saba activist pressure.

Read full article (5 min)