Added to YB: 2025-01-14
Pitch date: 2025-01-12
CVSG.L [bullish]
CVS Group plc
+5.78%
current return
Author Info
Triple S is a professional special situations investor who shares ideas in their newsletter. Sign up for the newsletter.
Company Info
CVS Group plc, together with its subsidiaries, engages in veterinary, pet crematoria, online pharmacy, and retail businesses.
Market Cap
GBP 590.4M
Pitch Price
GBP 8.30
Price Target
16.46 (+87%)
Dividend
0.97%
Sector
Health Care Providers and Services
Category
turnaround
CVSG: A special sit with 2x potential
CVSG.L: UK vet group hit by CMA review & cyber incident. FY24: Rev +9.9%, EBITDA +4.7%. 1.54x leverage. Australia expansion (22 practices) offsets UK uncertainty. CMA likely moderate changes. Cloud system rollout post-cyber attack. Pet sector resilient. Re-rating potential post-CMA (late 2025). Strong financials position for growth.
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