Added to YB: 2025-11-06
Pitch date: 2025-11-02
SAL.L [neutral]
SpaceandPeople plc
+0.46%
current return
Author Info
The Boon Fund writes about their investments in UK shares. Outperforming the FTSE All-Share, every year, for the last three years. 49% total return vs 15% over three years. They transparently publish their entire portfolio, as well as all buys and sells that they do. Sign up for the newsletter.
Company Info
SpaceandPeople plc provides commercial and promotional space and retail solutions for businesses to promote and acquire customers in shopping centers, retail parks, railway stations, and other locations in the United Kingdom and Germany.
Market Cap
GBP 4.2M
Pitch Price
GBP 2.19
Price Target
3.30 (+50%)
Dividend
N/A
EV/EBITDA
4.60
P/E
9.90
EV/Sales
0.52
Sector
Media
Category
turnaround
The Boon Fund | Oct 2025: Performance, Trades, and Commentary - BUY and PARTIAL SELL: Spaceandpeople
SAL.L (trimmed position): Experiential marketing co secured supply contracts until 2029 vs previous yearly renewals, reducing uncertainty. Debt/EBITDA ratio improving via cash generation. Entered 145p July, ran to 260p Oct on positive update. Partial sell 206p-246p. Fair value est 330p next 12mo, >30% chance beat Q4 expectations.
Read full article (2 min)