Added to YB: 2025-08-20
Pitch date: 2025-08-18
RE-B.L [bullish]
R.E.A. Holdings plc
+18.64%
current return
Author Info
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Company Info
R.E.A. Holdings plc engages in the cultivation of oil palms in the province of East Kalimantan in Indonesia.
Market Cap
GBP 56.8M
Pitch Price
GBP 0.99
Price Target
4.38 (+274%)
Dividend
N/A
EV/EBITDA
6.69
P/E
3.12
EV/Sales
2.16
Sector
Food Products
Category
value
REA-dy Steady Go?
RE-B.L: Palm oil producer at 4x P/E, 0.5x P/NAV vs peer MPE at 11.1x P/E, 1.75x P/NAV. 2025 profits +40% on rising prices/volumes. Sand/Stone adding $12.5m EBITDA. CDM disposal cut debt $23.7m. Potential debt-free by 2027. Prefs yield 10%, but ords at 85% discount to 2026 NAV offer 6x upside in acquisition scenario.
Read full article (5 min)