Marlowe's shares have fallen 33% YTD, versus the UK AIM Index (-28%) and the UK 250 Index (-18%). This dramatic underperformance seems at add odds with the fact that Marlowe is a very resilient business, with high recurring revenues, and where management have confirmed trading for the year has started well (high single-digit organic revenue growth). With Marlowe having evolved significantly over recent years, we provide an overview of how the business looks today, a review of the investment case ....
14 Sep 2022
Cenkos: Marlowe Plc -- Resilient growth
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Cenkos: Marlowe Plc -- Resilient growth
Marlowe Plc (MRL:LON) | 508 0 0.0% | Mkt Cap: 491.8m
- Published:
14 Sep 2022 -
Author:
Peter Renton -
Pages:
14
Marlowe's shares have fallen 33% YTD, versus the UK AIM Index (-28%) and the UK 250 Index (-18%). This dramatic underperformance seems at add odds with the fact that Marlowe is a very resilient business, with high recurring revenues, and where management have confirmed trading for the year has started well (high single-digit organic revenue growth). With Marlowe having evolved significantly over recent years, we provide an overview of how the business looks today, a review of the investment case ....