Added to YB: 2026-08-04
Pitch date: 2026-07-31
CRPR.L [bullish]
James Cropper PLC
+64.47%
current return
Author Info
The Oak Bloke shares analysis of the UK stock market, particularly overlooked small caps. Sign up for the newsletter.
Company Info
James Cropper PLC manufactures and sells paper products and advanced materials in the United Kingdom, Europe, the United States, Asia, Australasia, Africa, and internationally.
Market Cap
GBP 48.1M
Pitch Price
GBP 3.80
Price Target
N/A
Dividend
N/A
EV/EBITDA
6.23
P/E
16.56
EV/Sales
0.55
Sector
Paper and Forest Products
Category
value
Who gives a CRPR?
CRPR.L: UK luxury paper mill turnaround at £34m cap vs £24.4m NAV. P&P returned to positive EBITDA (£0.2m H2) via 60% fixed-cost cuts; Advanced Materials (hydrogen GDL/electrolyser coatings, VECTIS composites w/Hexcel) at 45% GM, 20%+ CAGR. New CEO ex-Zotefoams (Nike deal). Net debt £8.1m (<0.9x EBITDA). AM growth could triple FY27 consensus, cut fwd P/E 11.7x→sub-8x. Sub-5x EV/EBITDA. Risk: lumpy hydrogen demand.
Read full article (9 min)