Investment Trusts

Onward Opportunities Limited

ONWD:LSE

Onward Opportunities Limited

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  • Price (GBX)122.00
  • Today's Change0.00 / 0.00%
  • Shares traded18.00
  • 1 Year change+20.79%
  • Beta--
Data delayed at least 20 minutes, as of Nov 08 2024 16:27 GMT.
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About the company

Onward Opportunities Limited is a Guernsey-based closed-ended investment company. The investment objective of the Company is to generate long term capital growth through investing in a portfolio consisting primarily of equity investments in quoted companies. The Company will seek to achieve its investment objective by investing primarily in equity and equity-related securities of the United Kingdom smaller companies. The investments may be either direct investments made by the Company, or indirect investments made by the Company through similar funds or investment vehicles. The Company’s alternative investment fund manager is FundRock Management Company (Guernsey) Limited.

  • Revenue in GBP (TTM)3.76m
  • Net income in GBP3.17m
  • Incorporated2023
  • Employees0.00
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Profile

Management group(s)FundRock Management Company (Guernsey) Limited
AIC sectorUK Smaller Companies
ISINGG00BMZR1514
Launch date30 Mar 2023
Share typeOrdinary Share
StructureInvestment Trust
Base currencyGBP

Objective

The Company will seek to generate risk-adjusted absolute returns for Shareholders through investments in UK smaller companies.The Company will seek to achieve its investment objective by investing primarily in equity and equity-related securities of UK smaller companies that are predominantly listed or admitted to trading on markets operated by the London Stock Exchange, and where it is considered that there is a material potential valuation upside that can be delivered from catalysing strategic, operational or management initiatives.

Managed by

Jay Patel, Tom Teichman, Laurence Hulse, Mark Chadwick, David Poutney

Management & contract fees

The Portfolio Manager recieves 1.5% of NAV upto and including GBP 50M and 1% of NAV above GBP 50M. A Performance Fee shall be payable which shall equal 12.5% of the Excess Return Amount.

Peer analysis

Key Information
CompanyRevenue (TTM)Net income (TTM)Market capEmployeesPrice/earnings (TTM)Price/book value (MRQ)Price/cash flow (TTM)Price/sales (TTM)EPS (excl. extraordinary items, TTM)EPS (incl. extraordinary items, TTM)Revenue per share (TTM)Book value per share (MRQ)Asset turnover (TTM)Inventory turnover (TTM)Receivables turnover (TTM)Revenues per employee (TTM)Return on avg assets (TTM)Return on avg assets (5 yr avg)Return on investment (TTM)Return on investment (5 yr avg)Gross margin (TTM)Gross margin
(5 yr avg)
Net profit margin (TTM)Net Profit margin
(5 yr avg)
Quick ratio (MRQ)Interest coverage (TTM)Total debt to capital (MRQ)Payout ratio
(5 yr avg)
Revenue
(YOY change %)
Revenue
(5 yr growth rate)
Net income
(YOY change %)
Net income
(5 yr growth rate)
Capital expenditure
(5 yr growth rate)
Dividend
(5 yr growth rate)
Premier Miton Global Renewabls Trust PLC-2.75m-4.43m19.15m0.00--0.715-----0.2429-0.2429-0.15061.47-0.0594-------9.595.57-9.676.34--71.57--57.47---120.220.381654.5713.07--3.46-----6.22
Tekcapital PLC495.43k10.74m19.16m6.001.840.3546--38.680.05260.05260.00270.27260.0103--0.427582,571.8822.395.1722.585.2241.2694.992,167.4823.26----0.00--19.52-35.97-23.09--7.51--
Develop North PLC1.72m861.00k19.48m0.0023.470.9805--11.300.03320.03320.06580.79550.0755--118.90--3.771.114.161.2296.3597.1249.9415.47--23.750.0536410.3010.08-6.31-49.22-20.81---10.59
Tavistock Investments PLC39.49m-1.27m20.18m183.00--0.498861.890.5109-0.0023-0.00230.07050.07220.6825--3.81215,786.90-2.2010.42-2.6112.3536.6937.34-3.2313.56----0.0654--16.307.638.67--23.23--
Miton UK Microcap Trust PLC-6.43m-7.88m20.35m0.00--0.7888-----0.0796-0.0796-0.07480.5629-0.123-------15.070.6103-15.140.613--69.07--23.79---21.340.0020.7575.17--71.94-----14.76
Jarvis Securities Plc12.21m3.10m22.37m54.007.223.986.961.830.06920.06920.2730.12571.30--4.58226,143.7032.9749.0155.4484.98----25.3638.54--269.250.0443114.633.835.42-19.972.72-57.2211.38
Worthington Group plc-100.00bn-100.00bn23.71m1.00--------------0.3771------------------------0.77--0.095--------------
ICG Longbow Snr Sec UK Prop Dt Inv Ltd5.49m-12.04m24.26m0.00--0.7063--4.42-0.0993-0.09930.04530.28320.1211--359.40---26.55-0.4181-26.84-0.427392.6685.61-219.19-5.12----0.00---31.87-8.30-1,369.31------
Onward Opportunities Ltd3.76m3.17m27.32m0.004.791.05--7.270.25460.25460.28521.160.2271--80.84--19.17--19.40--91.22--84.41------0.00--------------
Dunedin Enterprise Investment Trust Plc2.00m1.56m27.33m0.0017.470.7911--13.700.28410.28410.36256.280.0586--0.6866--4.5913.074.6013.2994.9997.5178.4094.92----0.0027.77-82.24-24.92-86.03-27.01--75.18
Puma Alpha VCT PLC-3.19m-4.13m31.88m0.00--1.04-----0.1783-0.1783-0.14121.08-0.1195-------15.46---15.95--------------0.00---1,009.12---969.43------
Ceiba Investments Ltd7.03m11.75m33.90m0.002.880.26263.204.820.08540.08540.05110.93770.0419--10.99--6.31-4.347.33-5.4659.7773.80150.57-70.86--3.230.1383---27.02-5.46199.1251.4727.70--
Golden Prospect Precious Metals Ltd.7.06m6.10m34.84m0.005.710.98395.714.930.07140.07140.08260.41420.1922--994.73--16.611.7918.851.9694.3770.5486.4045.35--26.570.09330.0095.99--89.07------
Hydrogenone Capital Growth PLC5.59m3.74m35.23m0.009.420.2649.426.300.0290.0290.04341.040.0424--21.93--2.84--2.84--94.05--66.86------0.00--185.71--370.85------
Chelverton UK Dividend Trust PLC1.63m-4.00k35.62m0.00--1.04--21.81-0.002-0.0020.07631.560.0308--2.89---0.0076-0.1194-0.0092-0.124425.9619.64-0.245-4.42----0.3566--169.76--99.90----7.03
Data as of Nov 08 2024. Currency figures normalised to Onward Opportunities Limited's reporting currency: UK Pound GBX

Institutional shareholders

48.58%Per cent of shares held by top holders
HolderShares% Held
Dowgate Wealth Ltd.as of 28 Oct 202410.11m45.15%
GPIM Ltd.as of 05 May 2023770.00k3.44%
Data from 31 Oct 2024 - 01 Nov 2024Source: FactSet Research Systems Inc.
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