Added to YB: 2026-04-22
Pitch date: 2026-04-19
TALK.ST [neutral]
TalkPool AG
-1.69%
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 10.7M
Pitch Price
SEK 14.80
Price Target
N/A
Dividend
N/A
EV/EBITDA
5.82
P/E
10.27
EV/Sales
0.63
Sector
IT Services
Category
turnaround
Full Portfolio Breakdown - TalkPool AG
TALK.ST (holding update): Telecom service provider (consulting, network planning, maintenance). Up 140% since entry but still undervalued. Divested unprofitable segments, now profitable at ~4x P/E despite €10M market cap. Expanding high-margin biz; Nokia contract has major growth potential. Recent share issue brought prominent telecom execs. 2030 target: €40M rev, 20% EBITDA margin (raised from 14% in Q4). Multibagger potential if goals met.
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