Independent single-page institutional briefs on under-covered listed companies across Europe and North America. Select a company to download the full PDF.
LOND CAPITAL
Investor Relations
Updated June 2026
Mining / Copper
Gaming Tech
Copper Fox Metals & Kambi Group
TSXV: CUU · CA$405m
Copper Fox Metals
Copper developer leveraged to the cycle via a 25% carried interest in Teck-operated Schaft Creek and 100% of Arizona's Van Dyke, with Teck just greenlighting a CA$9.1m program toward PFS transition.
Independent B2B sportsbook supplier emerging from a contract reset — Q1 2026 adjusted EBITA up 64%, full-year guidance held through a Colombia tax hit — at ~8x forward EBITA against a Sportradar/Genius Sports duopoly worth multiples of that.
Listed French entrepreneurial private-equity house offering public access to quantum, aerospace & defence and growth capital (~€705m AUM), trading well below its 2021 IPO price after a dilutive rights issue.
Romania's listed integrated electricity group — regulated grids, national supply and a growing renewables arm — at ~9x earnings, under-followed internationally despite a London GDR.
One of Europe's largest poultry producers and a leading French ready-meals maker (Le Gaulois, Loué, Maître Coq, Marie) — a family-controlled compounder at ~13–14x earnings, barely followed outside France.
Defensive US rigid-packaging maker with 22 straight years of dividend increases, near a 52-week low at ~14x earnings, with declared M&A ambitions in medical packaging.
137-year-old product-tanker owner running ~100 vessels, yielding ~8% at ~8x earnings, having just upgraded 2026 guidance on a tightening tanker market — with the US listing under-owned versus Copenhagen.
Australian-listed battery-tech nano-cap building Europe's first grid-scale solid-state sodium-chloride battery plant in Saxony via a Fraunhofer IKTS JV — with a conditional €46m German government grant alone exceeding the current EV ahead of a 30 June 2026 financial close.
Nevada-focused gold developer trading at roughly 5–6% of its own US$364m after-tax NPV, with 504k oz M&I gold on the Walker Lane Trend, a 43.4% IRR PEA, and a PFS now under way as gold sits near record highs.
Italian family-controlled industrial mid-cap (Yama Group) with 49% gross margins across outdoor power equipment, pumps and components — €622m revenue, €68m EBITDA — trading on roughly 2–3x EV/EBITDA against Husqvarna at 7–9x.
Across outdoor power equipment, pumps & components
€622m
Revenue
Full-year group revenue
2–3x
EV/EBITDA
vs Husqvarna at 7–9x
Lond Capital
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