Professional
Added to YB: 2025-08-20
Pitch date: 2025-08-18
IGR.L [neutral]
IG Design Group plc
-19.17%
current return
Author Info
Founder of Smoak Capital who shares analysis on stocks on Twitter and in his fund letter. Follow on Twitter.
Company Info
IG Design Group plc engages in the design, production, and distribution of gift packaging, arty, goods not for resale, craft, stationery, and homeware consumable products in the Americas, the United Kingdom, Netherlands, and internationally.
Market Cap
GBP 64.5M
Pitch Price
GBP 0.60
Price Target
N/A
Dividend
N/A
EV/EBITDA
6.11
P/E
-0.64
EV/Sales
0.16
Sector
Household Durables
Category
turnaround
Smoak Capital Portfolio Holding: IG Design Group plc
IGR.L (holding update): UK gift packaging co sold disastrous US businesses for $1 + 75% liquidation proceeds ($8.4M received). DG International segment remains stable with $20-30M adj op profit history, targeting $13-15M by FY27. $80M market cap with $85M net cash. Poor US acquisitions ($170M spent) drove 80% stock drop, but core business remains solid despite Joann bankruptcy impact.
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