Added to YB: 2024-12-17
Pitch date: 2024-12-14
JPEL.L [bullish]
JPEL Private Equity Limited
+46.2%
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
JPEL Private Equity Limited is a fund specializing in direct, secondary direct, and fund of funds investments.
Market Cap
$17.1M
Pitch Price
$0.79
Price Target
N/A
Dividend
N/A
EV/EBITDA
N/A
P/E
-3.82
EV/Sales
-4.23
Sector
Capital Markets
Category
special_situation
JPEL Private Equity - OB Idea #15
JPEL.L: PE fund trading at 0.58x NAV, orderly wind-down over 2 years. Put option on 42.3% NAV holding (AlliantGroup) at $12.8m, $5.3m cash. 105.3% of NAV in 'solid' assets. Mature buyout portfolio, 27.2% IRR on 'New' investments. Risks: counterparty, unknown terms. Upside potential from distributions, market improvements. Phone-only trading limits liquidity.
Read full article (4 min)