Added to YB: 2024-12-26
Pitch date: 2024-12-21
LIV.L [bullish]
Livermore Investments Group Limited
+12.7%
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
Livermore Investments Group Limited is a publicly owned investment manager. The firm primarily invests in fixed income instruments such as Collateralized Loan Obligations (“CLOs”).
Market Cap
GBP 111.0M
Pitch Price
GBP 0.45
Price Target
N/A
Dividend
6.30%
EV/EBITDA
-11.95
P/E
-25.85
EV/Sales
151.99
Sector
Capital Markets
Category
value
Every Italian knows.... Livermore OB
LIV.L: AI-powered Fetcherr (1/3 mkt cap) boosts airline margins. 1/3 AA+ gov bonds, 1/3 cash/listed. 40.6% NAV discount. CLOs (30.5p/sh) & property (4.7p/sh) free. 17.4p return in 2 half-years. 7-8p/yr underlying income (6x P/E). CLOs yield 15-20%. Exciting SAAS play with strong income-generating holdings.
Read full article (2 min)