Added to YB: 2026-06-16
Pitch date: 2026-06-12
DCC.L [neutral]
DCC plc
+0.08%
current return
Author Info
No bio for this author
Company Info
DCC plc engages in the sales, marketing, and distribution of carbon energy solutions in the Republic of Ireland, the United Kingdom, France, the United States, and internationally.
Market Cap
GBP 5.2B
Pitch Price
GBP 61.50
Price Target
N/A
Dividend
3.53%
EV/EBITDA
7.43
P/E
21.33
EV/Sales
0.43
Sector
Oil, Gas and Consumable Fuels
Category
special_situation
Theodosian Capital | Stocks Update 12/6/2026 - DCC – Nearing the endgame?
DCC.L (update): PE consortium (Energy Capital Partners, KKR) raised bid to £66.72/share (£65.25 cash + 147.22p final div) from unrealistic £58; Board 'minded to recommend.' New PUSU deadline 8 July. Counter-bid speculation but shares trade below offer. Author sees value: 12.2x P/E, fortress balance sheet, too cheap.
Read full article (1 min)