Added to YB: 2025-12-01
Pitch date: 2025-11-27
AHT.L [bullish]
Ashtead Group plc
-0.19%
current return
Author Info
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Company Info
Ashtead Group plc, together with its subsidiaries, engages in the construction, industrial, and general equipment rental business under the Sunbelt Rentals brand name in the United States, the United Kingdom, and Canada.
Market Cap
GBP 26.6B
Pitch Price
GBP 48.37
Price Target
24.2K (+50149%)
Dividend
1.70%
EV/EBITDA
7.39
P/E
18.61
EV/Sales
3.40
Sector
Trading Companies and Distributors
Category
turnaround
A 5x in the Last Great Oil Trade? Betting Big on Offshore Drillers - Ashtead Group plc
AHT.L: Largest position (30%) in diversified offshore portfolio including Seadrill, NOL, Transocean, Valaris. Avoids single-company risk while capturing consolidation trend. Oversold with upcoming catalysts. Bull case: 3-5x upside potential. Risk-adjusted exposure to offshore recovery thesis.
Read full article (2 min)