Added to YB: 2025-10-09
Pitch date: 2025-10-08
ALWEC.PA [neutral]
We.Connect SA
+27.13%
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 18.80
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
turnaround
Quality Value Investing | Q3 25 Review - We.Connect SA
ALWEC.PA (holding update): Acquired debt-heavy Exertis for €1 after €90M recapitalization; mgmt targets positive operating margin by 2027. Recent MCA Technology + Exertis acquisitions increase risk but done on sensible terms. Good upside if turnarounds succeed, clear downside if integration fails.
Read full article (1 min)