Professional
Added to YB: 2024-07-26
Pitch date: 2024-07-13
CGEO.L [bullish]
Georgia Capital PLC
+182%
current return
Author Info
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Company Info
Georgia Capital PLC is a private equity and venture capital firm specializing in early stage, organic growth and acquisitions.
Market Cap
GBP 1.6B
Pitch Price
GBP 10.78
Price Target
N/A
Dividend
N/A
EV/EBITDA
N/A
P/E
5.24
EV/Sales
4.42
Sector
Capital Markets
Category
value
Show full summary:
Blue Tower Asset Management Portfolio Holding: Georgia Capital PLC
CGEO.L: Georgian conglomerate at 3x norm OCF, 41% NAV. 19.7% of Bank of Georgia worth ~$588M mkt cap. Political risks from foreign influence law, but likely overblown. $110M buyback (19% of shares) by 2026. Trades at 0.41x NAV. Oct election key. Biggest portfolio bargain if politics stable.
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