Professional
Added to YB: 2026-01-30
Pitch date: 2026-01-28
GNS.L [bullish]
Genus plc
+3.31%
current return
Author Info
GreenWood Investors is a bottom-up, mostly long, concentrated and constructivist global investment firm focused on areas of pessimism, structural inefficiencies and low competition. Sign up for the newsletter.
Company Info
Genus plc produces and sells animal genetics to farmers in North America, Latin America, the United Kingdom, the rest of Europe, the Middle East, Russia, Africa, and Asia.
Market Cap
GBP 2.0B
Pitch Price
GBP 30.20
Price Target
N/A
Dividend
1.08%
EV/EBITDA
19.21
P/E
102.77
EV/Sales
3.28
Sector
Biotechnology
Category
value
GreenWood Investors Portfolio Holding: Genus plc
GNS.L (added to position): Animal genetics co w/ dominant market share, 70% return in 2025. FDA approved pig gene-edit for disease costing US producers $1.2B annually - potential to 2-3x operating profit over 5-7 years. China JV at accretive price de-levers company, accelerates value crystallization.
Read full article (2 min)