Manolete Partners | Golden Opportunity

Disclaimer: This is for information purposes only. It is not investment advice. The author has a position in the securities discussed. Seek professional advice before investing.

---

I posted some analysis on Monday of this week on a small and largely unknown business which I believe is ridiculously mispriced. That analysis seems to have gone viral and so for the benefit of anyone who missed it, here is a short podcast with highlights from that analysis, showcasing this extraordinary investment opportunity.

Manolete Partners (London: MANO) stock traded at 72p on 20th January (last week). Since publishing my analysis the stock has shot up to 96p today (+33%), yet this is only the start of a very long journey. In my opinion, these are a buy and hold for the long-term. My price target is over 300p, returning to where this stock traded in May 2022 - the company is far stronger today than it was back then.

• Founder owns 10% and still serves as CEO 16 years after founding

• A long track record of success

• An investment firm able to compound at ~17% annually

• Niche market - 67% market share - barriers to entry

• Huge growth runway ahead

• Share price only a fraction of intrinsic value

• A Covid-19 headwind has turned into a strong tailwind propelling growth

• Next 12 month EV/EBITDA <1x

“The impact of Covid-19, and its consequences on the global economy, is likely to underpin Manolete's strong growth prospects for the foreseeable future".

Steven Cooklin, CEO

Having followed this company for several years and recently met with its CEO, I understand how 2025 will deliver the catalysts that will undoubtedly deliver a re-rating of the stock.

For a detailed analysis, be sure to read the full report that inspired this podcast:

https://rockandturner.substack.com/p/manolete-partners-special-investment