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Added to YB: 2025-07-18

Pitch date: 2025-07-16

GROW.L [neutral]

Molten Ventures Plc

+34.25%

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 3.50

Price Target

N/A

Dividend

N/A

EV/EBITDA

54.52

P/E

-790.24

EV/Sales

15.13

Sector

Capital Markets

Category

value

Show full summary:
Molt-On! Molten Ventures

GROW.L (earnings update): European VC fund at 48.5% NAV discount poised for recovery with £95.1m FV increases (3x vs 2H22). Core holdings = 60% of portfolio: Revolut ($45bn, potential $65bn round adds £0.39/share), CoachHub, Ledger, Aiven, Aircall, ThoughtMachine, Form3, ICEYE, RavenPack, FintechOS. 88% have 12+ month runway, 44% profitable. £30m buyback program continuing.

Read full article (9 min)