Added to YB: 2025-08-19
Pitch date: 2025-08-15
7KW.F [neutral]
Daniel Thwaites PLC
Author Info
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Company Info
Daniel Thwaites PLC, together with its subsidiaries, owns, operates, and manages pubs, inns, and hotels and spas in the United Kingdom.
Market Cap
GBP 54.3M
Pitch Price
N/A
Price Target
4.31
Dividend
3.68%
EV/EBITDA
6.31
P/E
7.35
EV/Sales
1.06
Sector
Hotels, Restaurants and Leisure
Category
value
Show full summary:
Theodosian Capital - Daniel Thwaites PLC
7KW.F (update): Daniel Thwaites repurchased 1.2m shares (2% reduction) plus CEO bought 44.5k shares (now owns 1.5%). Third buyback in 2023 highly accretive at 95p vs 431p tangible NAV/share (Mar 2025), effectively buying pounds for 22p. Stock trades at steep 78% discount to NAV.
Read full article (1 min)