Added to YB: 2026-03-09
Pitch date: 2026-03-08
OSB.L [bullish]
OSB Group Plc
-4.42%
current return
Author Info
Cluseau Research seeks to exploit these two edges by identifying special situations that provide a compelling risk-to-reward that are “off limits” to traditional Institutional Investors. Sign up for the newsletter.
Company Info
OSB Group Plc, through its subsidiaries, operates as a specialist mortgage lending company in the United Kingdom and India.
Market Cap
GBP 1.7B
Pitch Price
GBP 5.34
Price Target
N/A
Dividend
7.04%
EV/EBITDA
N/A
P/E
6.81
EV/Sales
N/A
Sector
Financial Services
Category
value
Adding to OSB Group (OSB LN)
OSB.L (added to position): Specialist mortgage lender (buy-to-rent/commercial focus) w/ strong underwriting talent. Overcapitalized, £100M buyback (2% of shares) + 6% div. Trading 0.98x TBV, 7x fwd P/E vs peers at 9-10x & premium to book. Takeover candidate as underwriting could be accretive to larger banks. Adding at 570p, targeting 550s.
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