Added to YB: 2025-03-12
Pitch date: 2025-03-10
OTEC.OL [bullish]
Otello Corporation ASA
+152.7%
current return
Author Info
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Company Info
Otello Corporation ASA, through its subsidiary, provides mobile solutions and platforms for digital payments, customer engagement, microfinance, and digital services in Norway.
Market Cap
NOK 93.3M
Pitch Price
NOK 7.42
Price Target
11.00 (-41%)
Dividend
N/A
EV/EBITDA
28.35
P/E
-6.27
EV/Sales
N/A
Sector
Software
Category
value
On Otello's ($OSE.OTEC) Stake in Bemobi
OTEC.OL: Trades at $55M, 31% below $80M stake in BMOB3. New board focused on cost cuts, buybacks. BMOB3: SaaS/payments co, 30% EBITDA margin, 15% Q3 growth. Payments TPV +30% YoY to R$7.8B. Expanding beyond telecom. Buy BMOB3 at 1.5x EV/EBITDA via OTEC. Risks: Brazil exposure, potential M&A. Catalyst: Otello value realization, BMOB3 growth.
Read full article (9 min)