Added to YB: 2025-04-28
Pitch date: 2025-04-25
GROW.L [bullish]
Molten Ventures Plc
+71.26%
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
Molten Ventures Plc, formerly known as Draper Esprit plc, is a private equity and venture capital firm specializing in directly investing as well as investing in other funds.
Market Cap
GBP 627.4M
Pitch Price
GBP 2.74
Price Target
N/A
Dividend
N/A
EV/EBITDA
54.52
P/E
-790.24
EV/Sales
15.13
Sector
Capital Markets
Category
value
Vive La Revolut! - Molten Ventures Plc
GROW.L: Venture firm trading at 57.7% discount to NAV (60.8% if Revolut at $45bn). Revolut (0.46% stake) showing exceptional growth: customers +38%, transactions +52%, revenue +72%, profit +130% (P/E 43x). Share buybacks at 8%/yr rate. Portfolio performing well despite FX headwinds. Softbank acquired Graphcore above written-down NAV.
Read full article (4 min)