Added to YB: 2025-06-11
Pitch date: 2025-06-09
INOV.L [neutral]
Schroders Capital Global Innovation Trust plc - INOV
+10.11%
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
Schroders Capital Global Innovation Trust plc - INOV specializes in investments in startups, midsize, middle market and large stage, early stage and mature stage investments.
Market Cap
GBP 108.4M
Pitch Price
GBP 0.13
Price Target
N/A
Dividend
N/A
EV/EBITDA
N/A
P/E
77.10
EV/Sales
26.23
Sector
Capital Markets
Category
special_situation
INOV update - Schroders Capital Global Innovation
INOV.L (wind-down update): Schroders Capital Global Innovation Trust in managed wind-down, trading at 73% discount to revised NAV. 5 key assets undervalued: Atom Bank (profitable, high NPS), Revolut (72% revenue growth, 130% profit growth), plus Anthos/Araris milestone payments worth +8.3p not in NAV. Recent 9.6% NAV increase, quality exits at 3.2-7.2x MOIC. Offers 15-30p upside beyond current price.
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