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Added to YB: 2025-03-31

Pitch date: 2025-03-28

DGI9.L [neutral]

Digital 9 Infrastructure PLC

-36.89%

current return

Author Info

The Oak Bloke shares analysis of the UK stock market, particularly overlooked small caps. Sign up for the newsletter.

Company Info

Digital 9 Infrastructure PLC specializes in investment in digital infrastructure assets.

Show full summary:
Arqiva Interims - December 2024 - Digital 9 Infrastructure PLC

DGI9.L (update): Arqiva's 1H25 EBITDA +7% YoY to £154.5m, OCF +5% to £152m. Hidden value in conservative accounting. Strong DTT, DAB, DTH performance. New products: Arqplex, Arqade, Arqads. Smart meter contracts growing. NAV £522m-£558m, market cap £80m. 83.3% discount to NAV. Risks: non-controlling stake, VLN. Crucial UK comms asset.

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