Added to YB: 2026-07-01
Pitch date: 2026-06-29
TMT.L [bullish]
TMT Investments PLC
-0.66%
current return
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
$86.2M
Pitch Price
$3.02
Price Target
N/A
Dividend
N/A
EV/EBITDA
N/A
P/E
5.30
EV/Sales
4.55
Sector
Capital Markets
Category
value
Oak Bloke Bonkers Conkers Clonkers 28th June 2026 - TMT Investments PLC
TMT.L (added to position): VC fund at $84.7M MCap vs $240M NAV (NAV grew from $206M in 18mo). BLZE holding now $31.2M after Coreweave $335M/5yr deal sent shares to $14.56. Bolt.EU pre-IPO worth $79M. Strip cash+BLZE = buying Bolt at 42.8% discount, everything else free. Top 5 holdings growing, EBITDA positive. Author added at $2.20.
Read full article (2 min)