Added to YB: 2023-11-30
Pitch date: 2023-11-30
QRT.L [bullish]
The Quarto Group, Inc.
Author Info
Clark Square Capital is a former equity analyst and now a full-time investor managing their own capital. Sign up for their newsletter
Company Info
The Quarto Group, Inc. publishes illustrated books and intellectual property products for adults, children, and families in the United States, the United Kingdom, Europe, and internationally.
Market Cap
GBP 72.5M
Pitch Price
N/A
Price Target
150.00
Dividend
N/A
EV/EBITDA
N/A
P/E
5.31
EV/Sales
N/A
Sector
Media
Category
special_situation
Trade Idea #1
QRT.L (new position): Buy shares ~110-120p, tender into de-listing at 150p (~25% upside). Requires 75% vote; 72.4% already pledged (+rollover equity), need only ~3% more. Tendering 10m shs (24.5% O/S), likely 100% allocation. Financed via £13m cash + £9m facility (~£15m cost). Delist by Jan 17—quick, high IRR.
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