Added to YB: 2025-01-30
Pitch date: 2025-01-27
DWL.L [bullish]
Dowlais Group plc
+29.3%
current return
Author Info
Cocoa Beans are dedicated full-time to the professional management of equities and are currently based in Geneva and Madrid respectively. Cocoa Beans is the result of dedicating part of our free time to the search for interesting ideas for our personal portfolios and that are not investable in our professional day to day due to size or typology. The entries and chapters that we will deal with will be focused mainly on special situations and on very low capitalization companies and little followed by institutional funds and the sell side. @Sign up for the newsletter.
Company Info
Dowlais Group plc manufactures and sells automotive parts in the United Kingdom, Rest of Europe, North America, South America, Asia, and Africa.
Market Cap
GBP 1.0B
Pitch Price
GBP 0.65
Price Target
115.00 (+13574%)
Dividend
5.28%
EV/EBITDA
5.41
P/E
-12.39
EV/Sales
0.53
Sector
Automobile Components
Category
special_situation
Dowlais PLC: One More Round
DWL.L: Specialty auto/PM co. down 30%, rebounded 40%. PM div strong (9.5% margin), potential £900M sale (= mkt cap). 2018 rejected £1.6B offer. Now £500M-£900M est. If sold, debt cut & buybacks could boost stock 70%+. Sector unpopular but undervaluation unlikely to persist. PM sale catalyst, margin improvement, H2 div sale options.
Read full article (4 min)