Added to YB: 2026-08-26
Pitch date: 2026-08-21
DCC.L [neutral]
DCC Energy plc
-0.16%
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 63.70
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 21/8/2026 - DCC – Shareholder meeting date confirmed
DCC.L (update): DCC Energy: author argues the ECP/KKR consortium bid is too low. Effective cash consideration is 6525p/share (the 147.2p final dividend and up-to-125p Technology-sale contingent are deemed moot as already committed pre-bid). At £63.25 shares trade on just 12.7x forward PE (Koyfin) — too cheap for the quality. Scheme Meeting/EGM 18 Sep; author hopes holders block the deal, ICG-style. Risk: deal passes at current terms.
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