Added to YB: 2025-11-26
Pitch date: 2025-11-25
ZEG.L [neutral]
Zegona Communications plc
+6.64%
current return
Author Info
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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 13.55
Price Target
20.00 (+38%)
Dividend
N/A
EV/EBITDA
11.38
P/E
-175.12
EV/Sales
5.81
Sector
Diversified Telecommunication Services
Category
special_situation
Raging Bull Investments Idea Update - 11/24/2025 - Zegona Communications
ZEG.L (update): Zegona & Telefonica agreed to sell 30% Fiberpass stake to AXA, final precondition for capital return policy. ZEG to receive min €400M while keeping 10% stake. Combined with Surf deal, ~€1.8B from fiber spin-offs. Stock at ATHs 1345p but targets 1800p-2000p on FCF growth, multiple expansion, RANco/data center monetization.
Read full article (2 min)