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Added to YB: 2025-06-11

Pitch date: 2025-06-09

INOV.L [neutral]

Schroders Capital Global Innovation Trust plc - INOV

+14.5%

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

Schroder UK Public Private Trust plc specializes in investments in startups, midsize, middle market and large stage, early stage and mature stage investments.

Market Cap

GBP 114.0M

Pitch Price

GBP 0.13

Price Target

N/A

Dividend

N/A

EV/EBITDA

N/A

P/E

-2.38

EV/Sales

-2.38

Sector

Capital Markets

Category

special_situation

Show full summary:
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.

Read full article (11 min)