Added to YB: 2026-08-21
Pitch date: 2026-08-18
JMIA [bullish]
Jumia Technologies AG
+14.62%
current return
Author Info
Triple S is a professional special situations investor who shares ideas in their newsletter. Sign up for the newsletter.
Company Info
Jumia Technologies AG operates an e-commerce platform in West Africa, North Africa, East and South Africa, Europe, the United Arab Emirates, and internationally.
Market Cap
$850.8M
Pitch Price
$6.50
Price Target
N/A
Dividend
N/A
EV/EBITDA
-16.75
P/E
-14.66
EV/Sales
3.89
Sector
Broadline Retail
Category
turnaround
Jumia Technologies AG - $JMIA
JMIA (call spread): Long Jan 2028 $7/$15 call spread for $1.15, ~7:1 payoff. Bet on Africa e-commerce turnaround: cash burn cut from $285M (2023) to $56M (2025), Q2 EBITDA loss $8.7M vs $13.6M YoY, GMV +23%. Mgmt targets Q4 2026 breakeven, 2027 EBITDA profit. IFC $25M anchors $50M raise. Breakeven $8.15 (+35%); risks: $2.2B cumulative losses, FX, fuel/cocoa/chip costs, possible zero.
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