The latest Investing Matters Podcast with Jean Roche, Co-Manager of Schroder UK Mid Cap Investment Trust has just been released. Listen here.
Imo at the first sight of recovery of their tradings or cut of interest rates people will rush to get in. This is still a cash cow, the valuation is out of touch with reality right now. A potential buyer should have a deep pocket to buy this company. What is the EBIDTA multiple in this sector 10-15x? Our EBIDTA is 250m+...