Professional
Added to YB: 2025-02-06
Pitch date: 2025-02-05
CAU.L [neutral]
Centaur Media Plc
+76.83%
current return
Author Info
Special Situation Investments focuses on event-driven trades and low risk arbitrage opportunities with short term catalysts. Sign up for the newsletter.
Company Info
Centaur Media Plc engages in the provision of business information, learning, and specialist consultancy to professional and commercial markets in the United Kingdom, rest of Europe, North America, and internationally.
Market Cap
GBP 62.6M
Pitch Price
GBP 0.25
Price Target
N/A
Dividend
4.24%
EV/EBITDA
12.52
P/E
-5.71
EV/Sales
1.57
Sector
Media
Category
special_situation
Centaur Media’s Crown Jewel Could Be Worth More Than Its Entire EV
CAU.L (strategic review): 5x LTM EBIT small-cap conglomerate exploring strategic alternatives. New CEO appointment hints at potential asset divestment. Crown jewel legal journal worth more than EV. Mini-MBA segment down 40% YoY EBITDA. Full liquidation needed for upside, but uncertain. Cheap valuation provides margin of safety during strategic review.
Read full article (2 min)