Letters by company

Bodycote plc

1 letter discussing BYPLF. Everything written about it on this site is on its ticker page.

PM Capital Quarterly Report | September 2026 PM Capital backed Walt Disney’s intellectual-property library while seeing a valuation disconnect after disruption in streaming and leadership. The funds exited Bodycote following Veritas’s bid, added HCA Healthcare and GrainCorp, and cut copper exposure after strong prices left less valuation support. September 2026 Quarterly BYPLF $2.1BCSLLY $97BDIS $196B