Added to YB: 2025-07-14
Pitch date: 2025-07-11
ALWEC.PA [neutral]
We.Connect SA
+22.25%
current return
Author Info
No bio for this author
Company Info
We.Connect SA designs, manufactures, assembles, and distributes hardware and computers, and peripheral and electronic equipment in France.
Market Cap
EUR 55.8M
Pitch Price
EUR 19.55
Price Target
N/A
Dividend
2.11%
EV/EBITDA
3.37
P/E
6.83
EV/Sales
0.14
Sector
Electronic Equipment, Instruments and Components
Category
special_situation
Quality Value Investing Q2 25 Review - We.Connect SA
ALWEC.PA (holdings update): Acquiring Exertis France (€171M rev, negative EBIT, €83M debt, negative equity) in Q3 25. Concerning deal lacks price disclosure but adds scale. Hope for creditor agreement & turnaround. Integrating Exertis + MCA Technology simultaneously is challenging, though management has good M&A track record.
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