Added to YB: 2024-12-23
Pitch date: 2024-12-23
TALK.ST [bullish]
TalkPool AG
+115.15%
current return
Author Info
SpruceHill 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 6.60
Price Target
N/A
Dividend
N/A
EV/EBITDA
4.97
P/E
7.73
EV/Sales
0.57
Sector
IT Services
Category
value
Cheap Nano-cap company with significant growth potential and possible sale of subsidiary worth the entire market cap - TalkPool AG
TALK.ST: Telecom service co at 3x EV/EBIT. Reduced debt 75%, improved EBIT margins to 10%+. P/E 7, EV/EBIT 3.5. Growth in Germany (37% organic), €17.5M DT deal. Potential Pakistan sale worth entire market cap. Risks: geopolitical, concentrated portfolio. USA re-entry planned. Buybacks, dividends coming.
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