Added to YB: 2026-08-06
Pitch date: 2026-07-31
DCC.L [neutral]
DCC Energy plc
+0.79%
current return
Author Info
No bio for this author
Company Info
DCC Energy plc engages in the sales, marketing, and distribution of carbon energy solutions in the Republic of Ireland, the United Kingdom, France, the United States, and internationally.
Market Cap
GBP 5.4B
Pitch Price
GBP 63.35
Price Target
N/A
Dividend
3.40%
EV/EBITDA
7.70
P/E
22.15
EV/Sales
0.44
Sector
Oil, Gas and Consumable Fuels
Category
special_situation
Theodosian Capital | Stocks Update 31/7/2026 - DCC – Still no
DCC.L (update): KKR/ECP's Dragon Bidco recommended bid confirmed at £65.25/share cash (ex-£1.47 div already paid + up to £1.25 contingent on tech biz sale, deemed moot). Author sees £65.25 as too cheap at 12.1x FY28 consensus EPS £5.38 for quality biz. Voting NO at Sept meeting; deal closes Q1 2027 if approved.
Read full article (1 min)