Added to YB: 2026-02-16
Pitch date: 2026-02-10
BCG.L [neutral]
Baltic Classifieds Group PLC
-3.7%
current return
Author Info
No bio for this author
Company Info
Baltic Classifieds Group PLC operates online classifieds portals for automotive, real estate, jobs and services, and general merchandise in Estonia, Latvia, and Lithuania.
Market Cap
GBP 975.5M
Pitch Price
GBP 1.89
Price Target
N/A
Dividend
1.87%
EV/EBITDA
14.54
P/E
20.31
EV/Sales
11.30
Sector
Interactive Media and Services
Category
N/A
Wasatch Frontier Emerging Small Countries Strategy Portfolio Holding: Baltic Classifieds Group PLC
BCG.L (trimmed position): Leading online classifieds in Baltics (auto, real estate, jobs). Asset-light, high-margin model. Concerns arose from UK platform capex spike suggesting potential spending pressure & AI agents possibly bypassing portals/fees. Disruption hasn't materialized, fundamentals solid, but position reduced due to increased uncertainty.
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