Ground and Pounds
A specialist contractor trading at a significant discount to peers and offering 85%+ upside.
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In this issue of the newsletter, I present a Watchlist idea covering a specialist construction contractor that appears to be fundamentally misunderstood by the market, even after the recent publication of its FY24 results, which indicated a continued positive outlook for the business.
This company is somewhat unique in the public markets, with no truly comparable peers in terms of its specialised focus and operating model. Furthermore, this stock is UK-listed but US-focused, which further contributes to the mispricing and provides scope for a number of idiosyncratic catalysts that are not reflected in the current share price.
This stock is…