Added to YB: 2026-03-19
Pitch date: 2026-03-16
SPSY.L [neutral]
Spectra Systems Corporation
Author Info
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Company Info
Spectra Systems Corporation invents, develops, and sells integrated optical systems in the United States and internationally.
Market Cap
GBP 80.5M
Pitch Price
N/A
Price Target
2.51
Dividend
6.95%
EV/EBITDA
3.71
P/E
6.17
EV/Sales
1.45
Sector
Electronic Equipment, Instruments and Components
Category
value
My Top 8 Highest Conviction Micro Cap Ideas - Spectra Systems (LSE: SPSY)
SPSY.L (update): UK-listed banknote authentication co w/ covert materials & sensors locked into central bank designs for 10-15yr cycles. Shifted from lumpy project rev to recurring under $6.7M maintenance contract thru 2030. H1 2025 rev +54%, adj EBITDA +101%, record FY earnings expected. 5.4x fwd P/E vs 40%+ margins. Base case supports 2x w/ free optionality on polymer substrate, sensor systems, tax stamps, gaming software.
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