RE: There's a hole in my bucket, dear Liza, dear Liza13 May 2026 11:28
At ~£4.5m market cap, the bull case for Ondo InsurTech Plc is that it already has:
* tier-1 insurer customers including Liberty Mutual, Nationwide and NFU Mutual,
* fast US growth (+115% revenue),
* recurring revenue rising strongly (+50%),
* £6.8m ACRR,
* and expanding deployments rather than just small pilots.
The market also likes that former AXA and Prudential plc CEO Gregory Mark Wood stepped into an executive role after the funding warning, which suggests continued belief in the business.