Professional
Added to YB: 2023-10-25
Pitch date: 2023-10-25
VISN [bullish]
Vistance Networks, Inc.
+823.67%
current return
Author Info
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Company Info
Vistance Networks, Inc. provides infrastructure solutions for communications, data center, and entertainment networks in the United States, Europe, the Middle East, Africa, the Asia Pacific, Caribbean, and Latin America.
Market Cap
$2.6B
Pitch Price
$0.66
Price Target
N/A
Dividend
N/A
EV/EBITDA
7.54
P/E
-46.23
EV/Sales
1.26
Sector
Communications Equipment
Category
turnaround
Stock Sonar #30 - CommScope (COMM)
COMM/VISN (speculative new position): Network infrastructure play w/ $9B debt from botched M&A, FCF neutral now. CEO Treadway cutting costs. $43B BEAD program subsidies for rural broadband = major tailwind. Cost savings + BEAD revenue could enable debt paydown & turnaround. Trades 8.5x EV/EBITDA. High risk/reward on execution & subsidy timing.
Read full article (1 min)