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Odyssean Investment Trust PLC (GB:OIT)
LSE:OIT
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Odyssean Investment Trust PLC (OIT) AI Stock Analysis

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GB:OIT

Odyssean Investment Trust PLC

(LSE:OIT)

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Neutral 55 (OpenAI - 5.2)
Rating:55Neutral
Price Target:
211.00 p
â–²(24.12% Upside)
Action:Reiterated
Date:06/20/26
The score is held back primarily by inconsistent multi-year profitability and persistently negative operating cash flow, despite a strong, low-risk balance sheet. Technicals are supportive with an improving trend, but valuation is hindered by a negative P/E and lack of dividend yield data.
Positive Factors
Conservative balance sheet
No reported debt materially reduces financial risk and gives the trust structural resilience. A strong capital base and rising equity/assets support the ability to hold illiquid small‑cap positions through cycles, preserving long‑term NAV and lowering refinancing risk.
Negative Factors
Persistent negative operating cash flow
Operating cash flow consistently negative across years indicates reported profits are not converting to cash. This weak cash conversion raises reliance on asset disposals or liquidity management, which can erode long‑term returns and constrain reinvestment flexibility.
Read all positive and negative factors
Positive Factors
Negative Factors
Conservative balance sheet
No reported debt materially reduces financial risk and gives the trust structural resilience. A strong capital base and rising equity/assets support the ability to hold illiquid small‑cap positions through cycles, preserving long‑term NAV and lowering refinancing risk.
Read all positive factors

Odyssean Investment Trust PLC (OIT) vs. iShares MSCI United Kingdom ETF (EWC)

Odyssean Investment Trust PLC Business Overview & Revenue Model

Company Description
Odyssean Investment Trust PLC is a closed-ended investment trust, which engages in the management and investment of small companies. The firm intends to achieve total returns per share principally through capital growth over a long-term period. Th...
How the Company Makes Money
null...

Odyssean Investment Trust PLC Financial Statement Overview

Summary
Balance sheet strength (no reported debt, rising equity/assets) is a major positive, but earnings have been highly volatile with losses in 2023–2025 and a rebound in 2026. Cash conversion is a key weakness: operating cash flow is negative in every year shown and free cash flow is mostly negative, limiting the quality of reported profits.
Income Statement
38
Negative
Balance Sheet
80
Positive
Cash Flow
22
Negative
BreakdownMar 2025Mar 2024Mar 2023Mar 2022Mar 2021
Income Statement
Total Revenue-2.50M-20.08M-5.85M-3.29M22.82M
Gross Profit-4.73M-22.14M-5.85M-3.29M22.82M
EBITDA46.20M-23.41M0.000.000.00
Net Income46.20M-23.44M-6.72M-4.09M22.15M
Balance Sheet
Total Assets241.61M184.89M189.17M182.91M160.97M
Cash, Cash Equivalents and Short-Term Investments1.59M1.44M4.93M1.37M5.20M
Total Debt0.000.000.000.000.00
Total Liabilities1.67M1.38M1.61M1.71M3.15M
Stockholders Equity239.93M183.51M187.56M181.21M157.82M
Cash Flow
Free Cash Flow0.00-799.00K-173.00K-2.41M-1.25M
Operating Cash Flow-942.00K-799.00K-173.00K-2.41M-1.25M
Investing Cash Flow-9.11M-22.10M-9.33M-28.87M-22.34M
Financing Cash Flow10.22M19.40M13.07M27.48M13.10M

Odyssean Investment Trust PLC Technical Analysis

Technical Analysis Sentiment
Positive
Last Price170.00
Price Trends
50DMA
203.51
Positive
100DMA
193.35
Positive
200DMA
180.45
Positive
Market Momentum
MACD
2.55
Negative
RSI
63.91
Neutral
STOCH
86.49
Negative
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For GB:OIT, the sentiment is Positive. The current price of 170 is below the 20-day moving average (MA) of 206.43, below the 50-day MA of 203.51, and below the 200-day MA of 180.45, indicating a bullish trend. The MACD of 2.55 indicates Negative momentum. The RSI at 63.91 is Neutral, neither overbought nor oversold. The STOCH value of 86.49 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for GB:OIT.

Odyssean Investment Trust PLC Peers Comparison

Overall Rating
UnderperformOutperform
Sector (55)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
83
Outperform
£221.72M13.8314.29%8.15%0.66%11.49%
72
Outperform
£26.44B4.8917.91%2.44%-25.49%3.34%
68
Neutral
£5.07B10.5718.00%4.13%6.46%6.47%
63
Neutral
£892.68M14.884.67%0.80%―117.15%
55
Neutral
$6.65B3.83-15.92%6.20%10.91%7.18%
55
Neutral
£299.12M6.12-1.02%―――
55
Neutral
£715.49M15.042.53%1.22%-323.47%-837.46%
* General Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
GB:OIT
Odyssean Investment Trust PLC
213.00
51.00
31.48%
GB:III
3i Group plc
2,624.00
-1,442.22
-35.47%
GB:CLIG
City of London Investment
457.00
134.32
41.63%
GB:ICG
ICG plc
1,765.00
-93.74
-5.04%
GB:BUR
Burford Capital
321.00
-707.39
-68.79%
GB:OCI
Oakley Capital Investments
506.00
-12.00
-2.32%

Odyssean Investment Trust PLC Corporate Events

Financial DisclosuresRegulatory Filings and Compliance
Odyssean Investment Trust Releases Latest Monthly Factsheet
Neutral
Jun 8, 2026
Odyssean Investment Trust PLC has published its latest factsheet as of 31 May 2026, making it available via the London Stock Exchange’s regulatory news service and indicating it will shortly be accessible on the company’s website. The ...
Regulatory Filings and Compliance
Odyssean Investment Trust Confirms Share Capital and Voting Rights Total
Neutral
Jun 1, 2026
Odyssean Investment Trust PLC has confirmed that, as of 31 May 2026, its issued share capital comprises 140,380,791 ordinary shares of 1p each, with every share carrying one voting right. The company holds no shares in treasury, meaning all issued...
Regulatory Filings and Compliance
Odyssean Investment Trust Affirms MAR Compliance Ahead of 2026 Results
Neutral
May 18, 2026
Odyssean Investment Trust plc stated that it is satisfied all inside information relating to the period before its annual results for the year ended 31 March 2026 has been, and will continue to be, disclosed through a regulatory information servic...
Business Operations and StrategyPrivate Placements and FinancingRegulatory Filings and Compliance
Odyssean Investment Trust Issues New Shares to Manage Market Premium
Positive
May 14, 2026
Odyssean Investment Trust PLC has issued 100,000 new ordinary shares of 1p each at 206.79 pence per share as part of its premium management strategy, with the new shares ranking pari passu with existing stock and priced at a premium to estimated n...
Business Operations and StrategyPrivate Placements and FinancingRegulatory Filings and Compliance
Odyssean Investment Trust Expands Share Capital Under Premium Management Strategy
Positive
May 8, 2026
Odyssean Investment Trust PLC has issued 778,000 new ordinary shares of 1 pence each at 202.80 pence per share under its premium management strategy, with the new shares ranking pari passu with the existing stock. The shares were issued at a premi...
Business Operations and StrategyFinancial DisclosuresRegulatory Filings and Compliance
Odyssean Investment Trust Publishes April 2026 Portfolio Factsheet
Neutral
May 8, 2026
Odyssean Investment Trust PLC has released its latest monthly factsheet, providing an update on the portfolio and key data as at 30 April 2026. The document, available via the London Stock Exchange and shortly on the company’s website, offer...
Regulatory Filings and Compliance
Odyssean Investment Trust Sets Total Voting Rights at 139.5 Million Shares
Neutral
May 1, 2026
Odyssean Investment Trust PLC reported that as of 30 April 2026, it has 139,502,791 ordinary shares in issue, each with a nominal value of 1p and carrying one voting right. The company holds no shares in treasury, meaning all issued shares are cur...
Business Operations and Strategy
Odyssean Investment Trust hands full AIFM role to Odyssean Capital
Positive
May 1, 2026
Odyssean Investment Trust PLC has moved from an internally managed structure to appointing Odyssean Capital LLP, its existing portfolio manager, as its alternative investment fund manager, giving the firm full responsibility for both portfolio and...
Private Placements and FinancingRegulatory Filings and Compliance
Odyssean Investment Trust Issues New Shares at Premium to NAV
Positive
Apr 23, 2026
Odyssean Investment Trust PLC has issued 200,000 new ordinary shares of 1p each at 191.00 pence per share from its blocklisting as part of its premium management strategy. The new shares, which rank pari passu with existing stock and were issued a...
Private Placements and FinancingRegulatory Filings and Compliance
Odyssean Investment Trust Issues New Shares at Premium to NAV
Neutral
Apr 21, 2026
Odyssean Investment Trust PLC has issued 100,000 new ordinary shares of 1p each at 193.43 pence per share from its existing block listing, as part of its premium management strategy. The new shares, which were issued at a premium to estimated net ...
Business Operations and StrategyFinancial Disclosures
Odyssean Investment Trust Publishes Latest March 2026 Factsheet
Neutral
Apr 8, 2026
Odyssean Investment Trust PLC has released its latest factsheet for the period ended 31 March 2026, providing updated information on the trust’s portfolio and performance. The document is accessible via the London Stock Exchange website and ...
Regulatory Filings and Compliance
Odyssean Investment Trust director increases stake with on-market share purchase
Positive
Apr 1, 2026
Odyssean Investment Trust PLC has disclosed that non-executive director and PDMR Richard King acquired 5,500 ordinary 1p shares in the company at a price of 171.77 pence per share. The on-market purchase, completed on 31 March 2026 on the London S...
Regulatory Filings and Compliance
Odyssean Investment Trust Confirms Share Capital and Voting Rights Total
Neutral
Apr 1, 2026
Odyssean Investment Trust PLC has confirmed that as of 31 March 2026 its issued share capital comprises 139,202,791 ordinary shares of 1p each, with each share carrying one voting right. The company holds no shares in treasury, meaning the total n...
Business Operations and StrategyPrivate Placements and FinancingRegulatory Filings and Compliance
Odyssean Investment Trust boosts share capital under premium management plan
Positive
Mar 24, 2026
Odyssean Investment Trust PLC has issued 225,000 new ordinary shares of 1p each at 175.50 pence per share as part of its premium management strategy, with the new shares ranking pari passu with existing stock and priced at a premium to estimated n...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: Jun 20, 2026