Added to YB: 2026-05-08
Pitch date: 2026-05-04
1AST.DE [bullish]
ASTA Energy Solutions AG
-6.44%
current return
Author Info
Guasty Winds is a former L/S hedge fund analyst turned full-time private investor. Sign up for the newsletter.
Company Info
ASTA Energy Solutions AG produces and sells copper-based solutions for high-performance power transmission, generation, and e-mobility applications.
Market Cap
EUR 868.5M
Pitch Price
EUR 65.20
Price Target
150.00
Dividend
N/A
EV/EBITDA
19.42
P/E
20.28
EV/Sales
1.33
Sector
Electrical Equipment
Category
value
My new largest position is $1AST.de
1AST.DE (new position): German CTC maker (copper conductors for HV transformers) w/ 80-90% share in ultra-high voltage market. HV transformer bottleneck → CTCs backlogs to 2030+. Trades 14x 26e EBITDA vs peers at 25-40x. Mid-teens rev growth, 20%+ EBITDA growth 2026; capacity expansion 2027+ → est >€100M EBITDA by 2029. €150 PT (3x, ~20x multiple) in 2-3yrs.
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