Added to YB: 2026-09-04
Pitch date: 2026-09-02
SYS1.L [bullish]
System1 Group PLC
Author Info
The Boon Fund writes about their investments in UK shares. Outperforming the FTSE All-Share, every year, for the last three years. 49% total return vs 15% over three years. They transparently publish their entire portfolio, as well as all buys and sells that they do. Sign up for the newsletter.
Company Info
System1 Group PLC, together with its subsidiaries, provides market research data and insight services in the United States, Latin America, the United Kingdom, rest of Europe, and the Asia Pacific.
Market Cap
GBP 44.1M
Pitch Price
GBP 3.35
Price Target
4.70 (+40%)
Dividend
1.79%
EV/EBITDA
11.58
P/E
32.52
EV/Sales
0.89
Sector
Media
Category
special_situation
Jun-Aug26 : Performance, Buys, Sells, and Commentary - System1 Group PLC
SYS1.L (update): System1’s confirmed momentum supports an intrinsic valuation above 470p versus a 340p share price, while Brave Bison’s ~325p bid offers little premium and is unlikely to proceed without shareholder commitments. Lord Ashcroft has accumulated shares at 328p, and the price above the offer suggests either a higher bid or standalone value. The imminent update may show renewed strong revenue growth, faster profit growth from operating leverage and broker upgrades.
Read full article (1 min)