Added to YB: 2026-03-11
Pitch date: 2026-03-09
TRU.L [bullish]
TruFin plc
+2.03%
current return
Author Info
Miroslav Stepanek is investing in small cap companies. Sign up for the newsletter.
Company Info
TruFin plc provides niche lending, early payment services, and video game publishing in the United Kingdom.
Market Cap
GBP 117.1M
Pitch Price
GBP 1.23
Price Target
N/A
Dividend
N/A
EV/EBITDA
2.38
P/E
19.33
EV/Sales
1.54
Sector
Financial Services
Category
special_situation
Trufin (TRU.L) ENG
TRU.L: UK holding w/ Playstack (70% EBITDA) indie game publisher, 11/12 hit rate, 300-500% avg ROI ex-Balatro (8M copies sold). Oxygen grows teens%, profitable SaaS for public sector. Satago loss-making, targeting breakeven Jun'26. £7.5M FY25 EBITDA guidance, £18M cash, zero debt, 13.2x EV/EBITDA. Aggressive buyback: 8% shares YTD. Mortal Shell 2 key catalyst, mgmt incentivized for Playstack spin-off. Trading single-digit EV/FCF in 2026.
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