Added to YB: 2026-06-25
Pitch date: 2026-06-23
LBG.L [bullish]
LBG Media plc
Author Info
The Oak Bloke shares analysis of the UK stock market, particularly overlooked small caps. Sign up for the newsletter.
Company Info
LBG Media plc operates an online media publisher in the United Kingdom, Ireland, Australia, the United States, and internationally.
Market Cap
GBP 53.8M
Pitch Price
N/A
Price Target
0.60 (+111%)
Dividend
N/A
EV/EBITDA
2.29
P/E
9.63
EV/Sales
N/A
Sector
Entertainment
Category
growth
LBG: Put your 'Lad Rags On
LBG.L: UK social media co targeting hard-to-reach, wealthy Gen Z (500m global audience). Shares crashed 50% to 27p (£58m cap) on -34% Adj.EBITDA, but underlying cash gen intact. Acquired 75% of Uncovered (26% EBITDA margin, 80% rev growth) for £26.8m, boosting high-margin 'Direct' agency work. US push via Betches. Broker PT 60p (2x); author sees upside in FY27 as synergies and content-cost flywheel kick in.
Read full article (9 min)