Added to YB: 2026-10-14
Pitch date: 2026-10-11
NTBR.L [neutral]
Northern Bear PLC
-2.93%
current return
Author Info
No bio for this author
Company Info
Northern Bear PLC, together with its subsidiaries, provides construction and building services for residential, commercial, and public sectors in the United Kingdom.
Market Cap
GBP 14.1M
Pitch Price
GBP 1.02
Price Target
N/A
Dividend
2.44%
EV/EBITDA
1.51
P/E
3.50
EV/Sales
0.12
Sector
Household Durables
Category
value
Northern Bear: Cheap on Earnings, Fair on Cash
NTBR.L (monitor): Northern Bear’s apparent ~18% earnings yield at 110p overstates the opportunity: normalized earnings of 19.4p translate to an estimated 14p of recurring annual cash, and payout timing remains uncertain. The five-year payout model values the shares at 108p with a 12% required return and 90p at 14%, leaving little cushion at 105-110p; a 20% discount implies entry near 86p or 72p, respectively, so waiting is warranted.
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