Added to YB: 2025-07-10
Pitch date: 2025-07-06
MTVW.L [neutral]
Mountview Estates P.L.C.
+5.97%
current return
Author Info
The Boon Fund writes about their investments in UK shares. Outperforming the FTSE All-Share, every year, for the last three years. 49% total return vs 15% over three years. They transparently publish their entire portfolio, as well as all buys and sells that they do. Sign up for the newsletter.
Company Info
Mountview Estates P.L.C., together with its subsidiaries, engages in the property trading and investment business in the United Kingdom.
Market Cap
GBP 380.2M
Pitch Price
GBP 96.25
Price Target
130.00 (+27%)
Dividend
5.38%
Sector
Real Estate Management and Development
Category
value
June 2025: Portfolio Commentary - Mountview Estates P.L.C.
MTVW.L (holding update): UK property co trading at ~6% discount to NAV vs potential 20% premium. 5%+ stable dividend. Owns Assured Tenancy properties worth far more when vacated. Maynard Paton estimates true NAV ~16,900p vs current ~9,750p. Target 13,000p. Potential catalyst: bulk portfolio sale could yield 12,000-14,000p.
Read full article (2 min)