Added to YB: 2026-06-03
Pitch date: 2026-06-01
NICL.L [bullish]
Nichols plc
-2.09%
current return
Author Info
The Boon Fund writes about their investments in UK shares. Outperforming the FTSE All-Share, every year, for the last three years. 49% total return vs 15% over three years. They transparently publish their entire portfolio, as well as all buys and sells that they do. Sign up for the newsletter.
Company Info
Nichols plc, together with its subsidiaries, engages in supply of soft drinks to the retail, wholesale, catering, licensed, and leisure industries in the United Kingdom, the Middle East, Africa, and internationally.
Market Cap
GBP 346.7M
Pitch Price
GBP 9.58
Price Target
15.00 (+60%)
Dividend
3.55%
EV/EBITDA
8.71
P/E
16.25
EV/Sales
1.69
Sector
Beverages
Category
value
YTD to May 2026: Performance, Buys, Sells, and Commentary - TOPPED UP: NICHOLS
NICL.L (added to position): Vimto maker knocked to 940p (13-14x PE) on Mideast/Saudi exposure & rising aluminum/plastic costs (unhedged). Bull: resilient through 2023-24 cost inflation (stable EPS, ~13% margins), recycled material sourcing cushions, North Africa growth + UK share gains + licensing (MyProtein, Buzzballs). FV 1400-1500p at 17-22x PE, ~60% upside.
Read full article (2 min)