Professional
Added to YB: 2025-07-04
Pitch date: 2025-07-03
CCG.AX [neutral]
Comms Group Limited
+43.37%
current return
Author Info
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Company Info
Comms Group Limited provides telecommunications and information technology (IT) services to businesses in Australia, New Zealand, Singapore, and internationally.
Market Cap
AUD 28.6M
Pitch Price
AUD 0.05
Price Target
0.10 (+37%)
Dividend
4.63%
EV/EBITDA
10.93
P/E
-171.97
EV/Sales
0.64
Sector
Diversified Telecommunication Services
Category
special_situation
TAMIM Fund - Australia All Cap Unit Class Portfolio Holding: Comms Group Limited
CCG.AX (holding update): Acquiring TasmaNet for $10M, adding 600+ customers (40% revenue from Tasmanian Gov contracts). Adds wireless/fiber networks, cloud & cybersecurity. Post-deal: ~$75M revenue, $9-10M EBITDA. Funded by $7M raise + $10.7M debt. Cheap at 3-3.5x EV/EBITDA, 5x PE. Fair value 10¢+, expect re-rating in 6mo.
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