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Added to YB: 2026-06-16

Pitch date: 2026-06-12

PCA.L [neutral]

Palace Capital Plc

-1.47%

current return

Author Info

No bio for this author

Company Info

Palace Capital plc is a real estate investment firm specializing in investment in entities operating in the property sector.

Market Cap

GBP 32.4M

Pitch Price

GBP 1.70

Price Target

N/A

Dividend

9.04%

EV/EBITDA

N/A

P/E

17.70

EV/Sales

3.03

Sector

Office REITs

Category

special_situation

Show full summary:
Theodosian Capital | Stocks Update 12/6/2026 - PCA – H1 results

PCA.L (update): UK property co H1 NAV 210p, -14% YTD, ~25% above share price. New buyback to be approved 29 June (more tax-efficient than divs), but distributable reserves only £6.9m vs £12.8m cash. 4 commercial props + York apartments being sold/refurbished; Leamington got higher unsolicited offer. Admin costs > net rental income; NAV hinges on sale prices/buybacks. Gyllenhammar raised stake 11.5%→12.3%.

Read full article (2 min)