Added to YB: 2026-07-01
Pitch date: 2026-06-26
TMT.L [bullish]
TMT Investments PLC
+6.38%
current return
Author Info
No bio for this author
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
$2.82
Price Target
7.13 (+138%)
Dividend
N/A
EV/EBITDA
N/A
P/E
5.30
EV/Sales
4.55
Sector
Capital Markets
Category
value
Weird Shit Investing 2026 - TMT Investments PLC
TMT.L: AIM-listed VC vehicle at deep discount—$74M mkt cap vs $220.8M audited NAV ($7.13/share vs $2.45). 50+ tech holdings; Bolt largest at $78.2M, liquid Backblaze (BLZE) stake up post-yearend widening discount. No debt, buybacks, partial disposals validate NAV. Risks: Russian/RBC founder, 17.7% float, related-party control, Level 3 marks, counterparty questions. Patience needed.
Read full article (2 min)