Professional
Added to YB: 2025-01-27
Pitch date: 2025-01-24
ZEG.L [bullish]
Zegona Communications plc
+340.06%
current return
Author Info
No bio for this author
Company Info
Zegona Communications plc engages in the provision of integrated telecommunications services in Spain.
Market Cap
GBP 4.0B
Pitch Price
GBP 3.57
Price Target
6.12 (-61%)
Dividend
N/A
EV/EBITDA
4.74
P/E
-59.80
EV/Sales
2.27
Sector
Diversified Telecommunication Services
Category
special_situation
Alluvial Capital Management Portfolio Holding: Zegona Communications plc
ZEG.L: Zegona's Vodafone Spain LBO progressing well. Q3 shows stabilizing revenue, improved cash flow. Fiber asset sale on track for H1 2025, enabling debt reduction & likely large shareholder payout. Trading at <50% of est. fair value. Early-stage turnaround, complex financials mask value creation. Multiple catalysts ahead.
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