ToffCap

ToffCap

Revisiting an old one

~70% upside to NAV, with (finally) some work done to close the gap

ToffCap's avatar
ToffCap
Nov 20, 2025
∙ Paid
purple cells

Very early ToffCap readers will recognize this one. We played a very specific event back a while back for a few months and got out.

The shares then languished for some years but could now be on the verge of inflecting on the back of a relatively cheap valuation, good company specific progress and activists building a stake.

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