Added to YB: 2026-01-20
Pitch date: 2026-01-17
SPSY.L [bullish]
Spectra Systems Corporation
-11.5%
current return
Author Info
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Company Info
Spectra Systems Corporation invents, develops, and sells integrated optical systems in the United States and internationally.
Market Cap
GBP 101.1M
Pitch Price
GBP 1.56
Price Target
310.00 (+22283%)
Dividend
5.54%
EV/EBITDA
4.56
P/E
7.74
EV/Sales
1.79
Sector
Electronic Equipment, Instruments and Components
Category
value
Spectra Systems: Record Earnings, 5.4x Fwd P/E, and the Market Still Doesn't Get It ($SPSY.L)
SPSY.L (earnings): Revenue +54%, adj EBITDA +101%, record earnings on track. Transitioning from lumpy project revenue to recurring contracts (Nov $6.7M maintenance deal through 2030). 5.4x forward P/E for 40%+ margin biz becoming majority-recurring. Base case double without polymer, sensors, tax stamps upside.
Read full article (1 min)