How Yet Another Value Podcast’s view on $ZIG changed

2026-09-14
“UK stocks are dirt cheap. Why won't the boards act? $ZIG $CRW | Undervalued-Shares”
Zigg Up is undervalued and fundamentally strong, but management has failed to act on capital allocation opportunities like buybacks, leading to disappointment despite high potential upside from incentive plans.

the company is Zigg Up. This is the former writing Northgate. I I actually own a little bit of this company. So it's a company that provides what they call mobility solutions. I call that they're renting out commercial vehicles.

If you want to move house, you need a white van, a man with a van. Uh then Ziggup is a company to call. They've got the largest market share for the rental of commercial vehicles in the UK.

They've got specialty vehicles as well, like things with refrigeration and stuff like that. They also do a whole range of services. They provide a range of services that fall into that same category like fleet management for corporations, uh claims management in case of accidents and replacement vehicles for accidents, that sort of thing.

They're the largest such operator in the UK. Uh they're growing nicely at singledigit uh rates every year and they're also operating a business like that in Ireland and also in Spain.