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Posted by
Two Blokes May 4 -
Filed in
Stock
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4 views
Big Yellow Group, the UK's leading self-storage operator, shows resilience with steady revenue growth and strong cash generation despite macro pressures on occupancy due to rising interest rates. The company trades at a 20% discount to NAV, with a P/NAV of 0.80x, suggesting potential long-term upside once market sentiment improves. Expansion into underserved markets, particularly Greater London, and a robust pipeline of development projects highlight Big Yellow's growth potential.
