Added to YB: 2026-01-02
Pitch date: 2025-12-27
TALK.ST [bullish]
TalkPool AG
+1.75%
current return
Author Info
No bio for this author
Company Info
TalkPool AG, together with its subsidiaries, provides network design, engineering, implementation, and managed services to telecommunications operators, system vendors, and prime contractors in Europe, the United States, the Middle East, and internationally.
Market Cap
SEK 10.1M
Pitch Price
SEK 14.25
Price Target
34.00 (+134%)
Dividend
N/A
EV/EBITDA
5.64
P/E
8.87
EV/Sales
0.65
Sector
IT Services
Category
value
TalkPool AG (TALK) - Buy Germany at a Discount, Get the Rest for Free
TALK.ST: Telecom services co at 4.5x EBITDA run-rate w/ founder-led mgmt & strong insider alignment. German ops alone worth 2.3x EV per BDO appraisal. Expanding higher-margin Remote Services globally using low-cost Pakistani engineers. US expansion gaining traction w/ Nokia/MasTec contracts, mgmt seeing demand > capacity. 2030 targets: €60M rev, 14% EBITDA margin. SOTP fair value €30-36 vs €13 current, 150%+ upside.
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