Added to YB: 2025-02-21
Pitch date: 2025-09-19
ROSE.L [bullish]
Rosebank Industries plc
-1.78%
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
Rosebank Industries plc engages in supply of low-voltage electrical distribution systems, control box assemblies, and engineered components in Jersey, North America, Europe, the Middle East, Asia, Pacific, and internationally.
Market Cap
GBP 4.6B
Pitch Price
GBP 3.38
Price Target
1.4K (+43273%)
Dividend
N/A
EV/EBITDA
N/A
P/E
N/A
EV/Sales
11.71
Sector
Electrical Equipment
Category
special_situation
Rosebank Industries: Recreating the 'Buy, Improve, Sell' modelRosebank Industries: Recreating the ‘Buy, Improve, Sell’ model
ROSE.L: Ex-Melrose team's new UK industrial acquisition vehicle. Aims to replicate 3,396% return since 2005 via 'Buy, Improve, Sell' strategy. Target: £3bn EV, 2-3x EBITDA leverage. UK SMID industrials undervalued. 20%+ IRR potential based on history. High risk, high reward play on proven management.
Read full article (9 min)