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Added to YB: 2026-01-13

Pitch date: 2026-01-09

7KW.F [neutral]

Daniel Thwaites PLC

Author Info

No bio for this author

Company Info

Daniel Thwaites PLC, together with its subsidiaries, owns, operates, and manages pubs, inns, and hotels and spas in the United Kingdom.

Market Cap

GBP 62.5M

Pitch Price

N/A

Price Target

4.52

Dividend

3.23%

EV/EBITDA

6.29

P/E

7.97

EV/Sales

1.06

Sector

Hotels, Restaurants and Leisure

Category

value

Show full summary:
Theodosian Capital | Stocks Update 9/1/2026 - THW – Another share buyback

7KW.F (update): Repurchased 300k shares at £1.10 (75% discount to £4.52 NAV per share). With NAV of £257.1m across 56.83m shares, buybacks at such steep discount to tangible book value represent excellent capital allocation destroying value gap.

Read full article (1 min)