Added to YB: 2024-12-27
Pitch date: 2024-12-25
TALK.ST [bullish]
TalkPool AG
+115.15%
current return
Author Info
Sophon Capital Management is a solo analyst with experience both on the buyside (at a Tiger Grand Cub, long/short hedge fund) and on the sell-side (covering Internet at a Wall Street investment bank) who is scouring the public markets for compounding machines and hidden assets. Sign up for the newsletter.
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 8.8M
Pitch Price
SEK 6.60
Price Target
13.20 (-10%)
Dividend
N/A
EV/EBITDA
4.97
P/E
7.73
EV/Sales
0.57
Sector
IT Services
Category
value
Trade idea #6: European nanocap telco with sub-€10M market cap - TalkPool AG
TALK.ST: Telecom co post-restructuring. EV/EBIT ~3x, P/E ~5x. Pakistan sub sale potential ~100% return. CEO owns 22%. Germany growing 37% YoY, €17.5M Deutsche Telekom deal. Resumed US ops, T-Mobile talks. Risks: small cap, volatile financials. Bull case: cheap valuation, aligned mgmt, growth potential.
Read full article (2 min)