Professional
Added to YB: 2025-10-24
Pitch date: 2025-10-23
ZEG.L [neutral]
Zegona Communications plc
+46.7%
current return
Author Info
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Company Info
Zegona Communications plc engages in the provision of integrated telecommunications services in Spain.
Market Cap
GBP 4.0B
Pitch Price
GBP 10.74
Price Target
18.27 (+16%)
Dividend
N/A
EV/EBITDA
4.74
P/E
-59.80
EV/Sales
2.27
Sector
Diversified Telecommunication Services
Category
special_situation
Show full summary:
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.
Read full article (2 min)