Added to YB: 2026-01-15
Pitch date: 2025-11-13
CLLNY [bullish]
Cellnex Telecom, S.A.
+0.96%
current return
Author Info
No bio for this author
Company Info
Cellnex Telecom, S.A. engages in the management of terrestrial telecommunications infrastructures in Austria, Denmark, Spain, France, Ireland, Italy, the Netherlands, Poland, Portugal, the United Kingdom, Sweden, and Switzerland.
Market Cap
EUR 17.9B
Pitch Price
EUR 25.85
Price Target
30.40 (+16%)
Dividend
1.43%
EV/EBITDA
12.81
P/E
-122.51
EV/Sales
9.66
Sector
Diversified Telecommunication Services
Category
special_situation
Cellnex Telecom, S.A. - $CLLNY
CLLNY: Europe's largest independent tower operator trading 30% discount to US peers despite #1-2 market positions & €100bn+ inflation-linked contracts. 50-80% free float buyback over 5yrs or US towerco takeover at 40-70% premium. MNO consolidation bullish (regulatory mandates drive tower demand). LEO satellite threat overblown - physics limits capacity vs terrestrial. Weak CEO likely ousted by TCI (9.4% stake). Target: 50-100% return 2-3yrs.
Read full article (7 min)