More Interesting Ideas for 2025 - Ashtead Technology Holdings Plc

Pound the Rock Investing

YellowBrick

AT.L: Subsea equipment rental platform with 50% global market share in Survey/Robotics. Revenue +45%, EBITA +63% CAGR since 2017. Equipment payback 1-2yr, 25% pre-tax ROIC, >30% ROE. Down 41% YTD despite strong execution, trading at 7.3x earnings, 4.8x EV/EBITDA. 20% earnings growth potential.

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