Professional
Added to YB: 2025-10-24
Pitch date: 2025-10-23
ZEG.L [neutral]
Zegona Communications plc
+18.93%
current return
Author Info
No bio for this author
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 12.15
Price Target
18.27 (+26%)
Dividend
N/A
EV/EBITDA
11.38
P/E
-175.12
EV/Sales
5.81
Sector
Diversified Telecommunication Services
Category
special_situation
Alluvial Fund Portfolio Holding: Zegona Communications plc
ZEG.L trimmed position: Fiber asset sales to Singapore sovereign fund enabling special dividend & preferred share redemption, substantially de-risking LBO story. Trading 6x FCF vs selling assets 12x+. 50%+ upside seen on subscriber growth/margin improvements by 2026 & further asset sales catalysts.
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