Added to YB: 2025-07-28
Pitch date: 2025-07-25
INOV.L [bullish]
Schroders Capital Global Innovation Trust plc - INOV
-0.86%
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 0.15
Price Target
0.33 (+129%)
Dividend
N/A
EV/EBITDA
N/A
P/E
77.10
EV/Sales
26.23
Sector
Capital Markets
Category
special_situation
INOV-ious value
INOV.L: Trading at 14.2p vs. 33.3p NAV (60.6% discount). Post-tender offer at 21.11p (40% above market), portfolio contains undervalued assets: Atom Bank (7.28% stake worth £30.85m based on £423.9m NTA, 25x earnings, +89 NPS) and Revolut (0.046% stake at $65bn valuation = £22.6m, £8m upside).
Read full article (3 min)