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The battle for ASOS – crunch time?
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Latest Reports for Members
Frasers Group: The Berkshire Hathaway of British retail
14 March 2024
The London-listed stock of Frasers Group is currently trading at 800 pence.
The company's new, successful CEO has an incentive package that will grant him a cool GBP 100m worth of stock if he gets the share price to 1,500 pence by October 2025.
Another incentivisation package is with its staff. Over 1,000 Frasers Group employees will receive a bonus of GBP 50k-1m if the stock hits at least 1,000 pence by October 2025.
Speak of management and staff motivation!
At its current level, the stock is trading at less than 5x EV/EBITDA. Its price/earnings ratio of 8 is 50% below the stock's own ten-year average, even though earnings per share will likely grow by 14% p.a. between 2024-2026.
On the current level, the highly cash-generative company is buying back stock.
This is a stock that fulfils the criteria for low downside, significant upside – and a catalyst!
London, 11 June 2024
New York, 13 June 2024
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