Added to YB: 2025-08-19
Pitch date: 2025-08-18
SHPP.L [neutral]
Tufton Assets Limited
+40.98%
current return
Author Info
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Company Info
N/A
Market Cap
GBP 381.5M
Pitch Price
GBP 0.77
Price Target
N/A
Dividend
7.71%
EV/EBITDA
N/A
P/E
-13.49
EV/Sales
-15.81
Sector
Capital Markets
Category
value
Show full summary:
Monday Delight: 18/08/25 - Tufton Assets Limited
SHPP.L (quick overview): Shipping asset manager at 0.88x NAV, 0.7x P/B with 14.7% FCF yield. Invests in diversified second-hand commercial vessels via SPVs (no single vessel >25% of NAV, no cruise ships). Accretive buybacks at 10-25% NAV discount. Catalyst: planned 2028 portfolio unwind to crystallize value.
Read full article (1 min)