1. Eco Buildings Group plc (£ECOB) – The Oak Bloke
🏗️🏡🌍⚡🪨⚖️
Thesis: “An innovative prefabricated housing based on Glass Fibre Reinforced Gypsum (“GFRG”) technology, and Fox Marble which provides marble quarried in the Balkans for use in construction and development” The write-up considers the company’s strong eco credentials, large-scale production capability, international approvals, expanding contract pipeline including significant projects in Albania, Chile, and Senegal, and the potential for substantial upside if it can sustain profitability, grow at scale, and win a major legal claim against the Kosovo government.
2. Filtronic (£FTC) – TimefortimXD of UKInvesting on Reddit
📡📶🚀
Thesis: A UK-based designer and manufacturer of advanced RF, microwave, and millimetre-wave communication components and subsystems, primarily serving sectors such as telecommunications, defence, aerospace, and space. “Analysts are paralysed by the perceived risk of Filtronic not landing future contracts. They are blinded to the expected value. While they tremble, Filtronic’s growth is already supercharged by the proven Falcon 9 Starlink combo, a catalyst that alone justifies a 3x valuation. When Starship dominates, and it will dominate, this becomes a 30x ride.”
3. Gamma Communications (£GAMA) – InvestingWithWes Newsletter
📞💻🌐
Thesis: “A UK-based telecommunications business that specialises in Unified Communications as a Service (UCaaS)… I have come to a buy price of £11.23p compared to the current stock price of £10.78p which means right now Gamma Communications is trading below intrinsic value.”
4. Hunting PLC (£HTG) – The Oak Bloke
🔩⛽✈️
Thesis: “Precision engineering company in the energy, aviation, commercial space, defence, medical, and power generation sectors… The HTG non-O&G business I’m not entirely convinced about. It’s good they are trying to avoid the cyclicality of O&G but are they able to scale it? They will need to made some major non-O&G acquisitions to get anywhere close to their 2030 goals. I really like their O&G business and it’s there that I feel HTG can add most value. However the irony is in 2025 O&G services appear to be heading into a downturn. It’ll probably get cheaper, so I’ll wait and see.”
5. Integrated Diagnostics Holding (£IDHC) – The Oak Bloke
🧬🏥🌍
Thesis: “A leading, fully-integrated provider of high-quality medical diagnostic services with a footprint spanning Egypt, Jordan, Nigeria, Saudi Arabia, and Sudan… A business with the footprint, cash flow, expertise and growth runway to become a long-term winner for those who agree the rewards outweigh the risk.”
6. InterContinental Hotel Group plc (£IHG) – Northwest Frontier Capital
🏨🌐🔗
Thesis: “IHG operates a classic franchise business model. Rather than owning hotels, IHG sells the rights to its brand names (like Holiday Inn) and provides management services in return for fees based on room revenue…IHG presents the profile of a high-quality business facing short-term market headwinds—often the setup for a compelling investment idea. More importantly, the company aligns well with the core tenets of my investment process.”
7. Judges Scientific (£JDG) – Avalon216 of Value Investors Club
🔬📈🔁
Thesis: “Judges Scientific is a serial acquirer that has delivered 25% p.a. shareholder returns over the last 20 years, driven by sustained 20%+ post-tax returns on incremental capital deployed. The stock trades for 23x EV/FCF today and we think investors can still earn 20%+ IRRs for the foreseeable future. This opportunity exists because the company remains relatively unknown among institutional investors.”
8. Kitwave Group (£KITW) – The Small Cap Strategist
🚚🛒🏪
Thesis: “The essential delivery backbone for the UK’s independent retailers and foodservice businesses.” It has grown revenue at 14% annually over 15 years, dominating a niche market with 98% service reliability, strong cash generation, and attractive dividends, while currently trading at a cyclical low valuation implying market mispricing due to temporary challenges. KITW has strategically grown via acquisitions, and a defensible business model, offering substantial upside potential including the likelihood of a take-private event.
9. Manolete Partners PLC (£MANO) – Fernando Perez
⚖️💼📈
Thesis: “A leading insolvency litigation finance company in the UK… Manolete is potentially significantly undervalued… The company’s unique business model, sector leadership, focus on case control/ownership, and rapid case resolution underpin strong performance. The market outlook is favourable, with high insolvency levels and bigger cases feeding strong future performance.”
10. Mast Energy Developments PLC (£MAST) – Charles Archer
⚡🏗️🔌
Thesis: “A UK-based multi-asset owner, developer, and operator specialising in flexible power generation. This a bet on the infrastructure that will power Britain’s digital and renewable future, and yes, it is a bet. The company is still small, and still growing. But for investors who understand that the energy transition creates as many opportunities as challenges, and understand the concepts of risk tolerance and diversification, Mast offers a unique way to profit from both the problem and the solution.”
11. Next 15 Group plc (£NFG) – Robin Research
💡🧑💻📊
Thesis: It is a quality growth consultancy built on a decentralised network of specialist brands, deep investment in data, technology, and aggressive adoption of AI. Despite recent setbacks from a failed acquisition and leadership change, the company retains robust underlying strengths, significant market opportunities, and potential for recovery, with a depressed share price that could offer compelling upside if strategic or legal outcomes prove favourable. “My target price for 2027 is £5, which is approximately 100% higher than the current price.”
12. Puretech Health (£PRTC) – The Oak Bloke
🧬💊🧪
Thesis: “A biotech company that creates new medicines by developing and spinning off new entities. The company has a strong track record, including the successful sale of Karuna’s drug Cobenfy, and is currently advancing several promising programs, such as Seaport, Celea, and Gallop, which are undervalued on the balance sheet. Despite recent share price declines, the author argues that PRTC is significantly mispriced given its hidden value, strong cash position, and numerous “shots on goal” that could deliver substantial returns in the coming years.”
13. Ramsdens Holdings (£RFX) – ROE The Boat
💰🔑📈
Thesis: A pawnbroker. “Ramsdens is a well managed company with a competent management team in place. They run a lean operation, and receive excellent reviews that are much better than their peers. The decline in pawn brokers should help RFX gain market share over the longer term. Even if the gold price decreases the business has a diversified income stream to fall back on. The valuation does not seem demanding when compared to what FirstCash paid for H&T Group, and the dividends keep on rising too. Overall I’m very positive of the company.”
14. Supreme plc (£SUP) – Neglected Value Chronicles by Isaac
🚬💡🥤
Thesis: “Supreme PLC is a highly integrated manufacturer, brand owner and licensee of fast-moving consumer goods… Despite trading at just ~6x EBITDA (FY25), the company demonstrates strong growth potential, resilient cash flows, and disciplined capital allocation. By 2028, I see a fair value multiple of ~15x EV/FCF or ~9.5x EBITDA, implying 70–180% upside, with the higher end appearing more likely. (net debt = 0, EV = market capitalisation).”
15. Vodafone Group Public Limited Company (£VOD) – BadgerCap of Value Investors Club
📱🌍📈
Thesis: “The leading European and African converged mobile company… Valuation (£1.62) - 100% Upside.” The catalysts are (1) “the return to growth of the German business has the MDU and energy issues over the last few years are in the base” and (2) “significantly better returns from the merged UK business.”
16. Whitbread (£WTB) – Hal of Value Investors Club
🏨🇬🇧🛏️
Thesis: “It has successfully pivoted from its centuries-old brewing heritage to establish two significant and successful national consumer brands (Costa and Premier Inn) pretty much from the ground up. Today, Premier Inn is the leading UK hotel business with an unusual, but advantaged, vertically-integrated business model. We believe its position is solid due to scale, strength of brand, covenant and customer proposition. There are reasons to think that short term concerns over market conditions weigh too heavily on a discounted share price.”
17. Wise plc (£WISE) – Scuttleblurb
🌐💸🚀
Thesis: A fintech company that transforms cross-border money transfers by connecting directly to local banks and payment systems worldwide, bypassing traditional correspondent banking networks to provide faster, cheaper, and more transparent international payments. The thesis rests on its scalable, technology-driven infrastructure, extensive regulatory licences, and direct partnerships that create strong barriers to entry, enabling it to capture market share from legacy banks by continuously reducing costs and improving user experience in a large and growing global remittance market.
Comments
Nothing yet. Say the first thing.
Sign in to join the conversation.