Pollard Banknote Ltd (PBL.TO) Buy, Sell or Hold

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Pollard Banknote Ltd (PBL.TO)

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17.12

+1.08 (6.73%)

as of Jun 15, 2026, 3:25:20 pm Market Open.

120 watching

Investor Insights

Jun 14, 2026, 12:00 am

This summary was created by AI, based on 3 opinions in the last 12 months.

Pollard Banknote Ltd (PBL-T) operates in an oligopolistic market with high barriers to entry, which affords it a stable revenue base through long-term contracts. As the company transitions to more digital offerings, there is potential for margin expansion over time. However, a key risk factor is its reliance on a relatively small number of clients and the highly regulated nature of its business. Despite recent declines in stock price, analysts still see potential in Pollard, particularly due to steady government demand and projected growth in the iLottery segment. Overall, while the stock may take time to reach analysts' price targets, it remains a fundamentally strong investment opportunity due to its significant market position and attractive valuation metrics.

Consensus

Positive

Valuation

Undervalued

Similar

Lottomatica, LTO

HOLD

3.88% dividend. Thinly traded. He would hang on and maybe buy a little more.

BUY

Scratch card lottery. Small-cap, so there are some liquidity issues. 9.25% yield. Slow but steady growing company. Pollard family has a very large ownership position in the company, so not likely a takeover candidate.

SHORT

Going against consensus. They print lottery tickets, and ship to Canada and US. Revenue is going down due to the US dollar. They have been loosing customers because they are no longer price competitive. He sees risk here.

BUY

Involved in the printing of lottery tickets. One of 3 significant players globally. Not particularly expensive and supply good yield for a portfolio. Non-cyclical. Could become privatized.

DON'T BUY

1 of 3 lottery ticket providers in Ontario. Downgraded to a secondary provider on a contract with the state of New York. Until they have some clarity as to what they can do to replace the loss of revenues, he would stay clear.

DON'T BUY

Contract for printing lottery tickets for New York State will terminate in June. Hoping to replace it with a contract with Ontario. Have been very creative in developing new lottery type products. Competition is two large US companies so there are political concerns.

SELL

This was grossly overpriced. They then lost a major customer and took a big hit. May not have the highly stable cash flow that everybody thought so there has been a lot of institutional selling and hedge fund shorting.

WAIT

Supplier of lottery and “scratch and win” tickets. Lost one of their major contracts. A very stable business. Would stay on the sidelines and see how the company operates for the next 3/4 quarters.

WEAK BUY

Pollard Banknote is a fairly new, small trust. They manufacture tickets and charitable gaming products.(bingo) It is a stable business, relatively recession resistant. US is their key market. Decent pay out ratio. Not a bad name. Recently they were downgraded from being the primary supplier for the New York State lottery this year to being the secondary supplier. Another negative is the foreign exchange side, as most of their business is from the US.

PAST TOP PICK

(A Top Pick Oct 21/05. Up 25%.) They are in an enviable position where they print material such as gambling chips, lotto tickets etc where others cannot get licensed.

TOP PICK

A printer of tickets into the lotto industry. They're clients are governments and theyare #2 in North America. A utility type trust. Very conservative. Shows good growth profile.

BUY

Prints lottery tickets. One of three in North America. Government agencies are their major customers. Because of the security needs, there are real barriers to this industry. Not a cyclical business, so fits his criteria. Also recession proof. An excellent trust.

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