Added to YB: 2026-06-23
Pitch date: 2026-06-20
MPAC.L [neutral]
Mpac Group plc
Author Info
The Oak Bloke shares analysis of the UK stock market, particularly overlooked small caps. Sign up for the newsletter.
Company Info
Mpac Group plc, together with its subsidiaries, provides packaging and automation solutions to healthcare, clean energy, and food and beverage sectors worldwide.
Market Cap
GBP 73.7M
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
7.37
P/E
-7.70
EV/Sales
0.76
Sector
Machinery
Category
turnaround
Oak Bloke Bonkers Conkers 20th June 2026 - Mpac Group plc
MPAC.L (holding update): Author updated thesis to counter bear arguments on goodwill discountability; auditor's WACC-discounted view supports value. Recent Lambert sale showed goodwill ~75% of price vs tangibles ~10%, validating balance sheet value. Up 15% since; 2026 pick poised to surprise post kitchen-sinking.
Read full article (1 min)