Professional
Added to YB: 2026-01-12
Pitch date: 2026-01-09
BCG.L [bullish]
Baltic Classifieds Group PLC
Author Info
Company Info
Baltic Classifieds Group PLC operates online classifieds portals for automotive, real estate, jobs and services, and general merchandise in Estonia, Latvia, and Lithuania.
Market Cap
GBP 1.1B
Pitch Price
N/A
Price Target
N/A
Dividend
1.75%
EV/EBITDA
15.69
P/E
21.69
EV/Sales
12.19
Sector
Interactive Media and Services
Category
growth
Bristlemoon Global Fund New Position: Baltic Classifieds Group PLC
BCG.L (new position): Dominant online classifieds monopoly in Baltic states (auto, real estate, jobs) trading at ~17x forward P/E after 50% decline since July. Clear 15-20% annual earnings growth path. Network effects protect against AI disruption of localized inventory. Insiders bought £1.3M shares Dec 2025 including Chairman's £465K purchase.
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