Added to YB: 2025-11-19
Pitch date: 2025-11-16
TALK.ST [bullish]
TalkPool AG
+9.92%
current return
Author Info
SpruceHill Capital is a value investor with a focus on illiquid small and micro cap stocks. 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 12.60
Price Target
N/A
Dividend
N/A
EV/EBITDA
4.97
P/E
7.73
EV/Sales
0.57
Sector
IT Services
Category
turnaround
Talkpool’s Undervalued Growth Story Just Got Clearer
TALK.ST: Telecom services co cleaned up ops, now profitable w/ clear path to €40M rev by 2030 (17% CAGR). Trades single-digit P/E despite German unit alone valued €20.5M vs €7.7M mkt cap. Remote services from Pakistan (€4/hr vs €45 EU/US) expanding globally. New Nokia partnership multi-million potential.
Read full article (4 min)