Professional
Added to YB: 2022-01-27
Pitch date: 2022-01-27
CSP.LN [bullish]
Countryside Partnerships Limited
-21.84%
current return
Author Info
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Company Info
Countryside Partnerships Limited operates as a home builder and urban regeneration partner in the United Kingdom.
Market Cap
GBP 1.1B
Pitch Price
GBP 2.94
Price Target
N/A
Dividend
N/A
EV/EBITDA
N/A
P/E
-10.27
EV/Sales
N/A
Sector
Household Durables
Category
turnaround
Show full summary:
Maran Partners core position: Countryside Partnerships (CSP.LN)
CSP.LN: Activist-driven turnaround. Exiting low-return homebuilding to focus on high-return, capital-light partnerships biz. £400M asset sales fund buyback of 1/3 market cap. Activists own 25%. 2024 EPS £0.50+, a triple at 20x but a 3yr double is conservative.
Read full article (2 min)