Added to YB: 2026-09-08
Pitch date: 2026-09-05
OMG.L [bullish]
Oxford Metrics plc
Author Info
Company Info
Oxford Metrics plc operates as a smart sensing and software company in the United Kingdom, the rest of Europe, North America, the Asia Pacific, and internationally.
Market Cap
GBP 43.7M
Pitch Price
GBP 0.39
Price Target
N/A
Dividend
8.33%
EV/EBITDA
4.50
P/E
-290.83
EV/Sales
0.32
Sector
Software
Category
turnaround
Oxford Metrics ($OMG)
OMG.L: Oxford Metrics offers Vicon, a premium motion-capture business with a management-estimated 30% market share, for little more than balance-sheet cash: at £0.40, market value is ~£45M versus ~£30M net cash. The thesis assumes a temporary demand downturn reverses, lifting normalized operating earnings to ~£8M, including acquisitions. The key risks are whether Vicon can regain 20% margins amid the threat from generative AI and whether management allocates the retained cash profitably.
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