Added to YB: 2026-03-26
Pitch date: 2026-01-28
TGO.TO [bullish]
TeraGo Inc.
-15.15%
current return
Author Info
No bio for this author
Company Info
TeraGo Inc., together with its subsidiaries, provides connectivity services for businesses in Canada.
Market Cap
CAD 33.2M
Pitch Price
CAD 0.99
Price Target
3.50 (+317%)
Dividend
N/A
EV/EBITDA
-203.62
P/E
-1.28
EV/Sales
3.16
Sector
Diversified Telecommunication Services
Category
special_situation
TeraGo Inc. - $TGO.TO
TGO.TO: Canadian mmWave spectrum monopoly at 25% asset value. Owns 91% of available mmWave (2,120 MHz across 6 major cities), crucial for 5G networks. Trading US$0.005/MHz-pop vs US$0.017 Verizon paid for Straight Path. ISED decision H1 2026 unlocks mobile use, forcing Big 3 to bid before anti-collusion blackout. EdgePoint controls 24% equity+100% debt, aligned for sale. Target $3.50 (4x upside), bull case $5.80 on bidding war. Risk: regulatory delay.
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