Added to YB: 2025-04-16
Pitch date: 2025-04-15
ZEG.L [neutral]
Zegona Communications plc
+186.55%
current return
Author Info
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Company Info
Zegona Communications plc engages in the provision of integrated telecommunications services in Spain.
Market Cap
GBP 4.0B
Pitch Price
GBP 5.50
Price Target
12.40 (-21%)
Dividend
N/A
EV/EBITDA
4.74
P/E
-59.80
EV/Sales
2.27
Sector
Diversified Telecommunication Services
Category
N/A
Idea Update and Some Thoughts on Dealing with Market Turmoil - Zegona Communications plc
ZEG.L (update): Up >125% but caution ahead. MasOrange fiberco sale slightly delayed by legal/worker issues, though likely proceeding as MasOrange needs to reduce leverage. Bull case valuation for MasOrange/Telefonica fibercos unlikely in current economy, but thesis remains intact with potential to double.
Read full article (1 min)