Added to YB: 2026-06-23
Pitch date: 2026-06-20
TMT.L [bullish]
TMT Investments PLC
Author Info
The Oak Bloke shares analysis of the UK stock market, particularly overlooked small caps. Sign up for the newsletter.
Company Info
TMT Investments PLC is a venture capital and private equity firm specializing in startups, early-stage, small, and mid-sized companies.
Market Cap
$80.1M
Pitch Price
N/A
Price Target
7.13 (+184%)
Dividend
N/A
EV/EBITDA
N/A
P/E
4.92
EV/Sales
4.20
Sector
Capital Markets
Category
value
Oak Bloke Bonkers Conkers 20th June 2026 - $TMT.L
TMT.L: VC fund at $2.60/sh, 63.5% discount to $7.13 NAV (+8.9% in 2025), no debt, $30m liquid. Top holding Bolt.eu ($78m, ~full mkt cap) likely IPOs in 12mo, rev +50%, 200m+ customers. Backblaze stake now $22m (+77%). 50+ holdings (PandaDoc, Scentbird, Rhino) free. 16yr 14% IRR, 4 unicorns. Buybacks ongoing.
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