Professional
Added to YB: 2025-07-25
Pitch date: 2025-07-23
ZEG.L [bullish]
Zegona Communications plc
+84.31%
current return
Author Info
The Superinvestors of Augustusville runs a small family office and shares pitches for their investments. Sign up for their newsletter.
Company Info
Zegona Communications plc provides integrated telecommunications services in Spain. The company offers broadband, mobile, TV, voice, data, and other value-added products and services.
Market Cap
GBP 12.8B
Pitch Price
GBP 7.84
Price Target
N/A
Dividend
N/A
EV/EBITDA
11.38
P/E
-175.12
EV/Sales
5.81
Sector
Diversified Telecommunication Services
Category
special_situation
Summer 2025 Update and thoughts on positions - Zegona Communications plc
ZEG.L (new position): Zegona owns former Vodafone Spain, with vendor financing via redeemable shares (69% of outstanding). Plans to buy back these shares while monetizing network assets & improving operations. Stock up recently but potential upside remains.
Read full article (1 min)