Added to YB: 2026-01-19
Pitch date: 2026-01-15
OVZON.ST [bullish]
Ovzon AB (publ)
-1.69%
current return
Author Info
Fjord Alpha shares deep dives on Northern European mid-caps targeting 20%+ CAGR. Private investor with Nordic roots. 25 years in-market. Independent and long-term, looking for non-consensus ideas the market is not pricing. Sign up for the newsletter.
Company Info
Ovzon AB (publ) engages in providing mobile broadband services in Sweden. The company offers services combining high-bandwidth satellite -based communication services.
Market Cap
SEK 5.6B
Pitch Price
SEK 53.40
Price Target
152.00 (+190%)
Dividend
N/A
EV/EBITDA
31.12
P/E
-225.74
EV/Sales
10.46
Sector
Diversified Telecommunication Services
Category
growth
Ovzon AB: Compounder of the New Space Race
OVZON.ST (new position): Swedish defense SATCOM pivoting from leased to owned satellite infrastructure. Ovzon 3's On-Board Processor enables jam-resistant mesh networking vs Starlink. 1.04B SEK Swedish Defence + 240M SEK NATO contracts provide revenue floor. Margins expanding 20%→70%+ on proprietary traffic. 24.9% CAGR target, 152 SEK price target by 2031. Risk: single satellite dependency.
Read full article (16 min)