European Event-Driven Analyst

Jesus Rodriguez Aguilar

Event-Driven

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<a href="https://www.smartkarma.com/entities/zegona-communications-plc" target="_blank" data-smartkarma-citation="entities:25686:1" rel="noopener">Zegona Communications (ZEG LN)</a> owns 100% of Vodafone Spain and is a pure-play turnaround and M&amp;A optionality vehicle in a consolidating European telecom market.</li>
<li>Telefónica and MasOrange are reportedly considering a bid, with potential upside of 25–83% depending on deal terms and valuation multiples.</li>
<li>Even without a sale, fibre JV monetization and cost-cutting support a standalone re-rating over the next 12–18 months.</li>
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Zegona Communications (ZEG LN) owns 100% of Vodafone Spain and is a pure-play turnaround and M&amp;A optionality vehicle in a consolidating European telecom market.
Telefónica and MasOrange are reportedly considering a bid, with potential upside of 25–83% depending on deal terms and valuation multiples.
Even without a sale, fibre JV monetization and cost-cutting support a standalone re-rating over the next 12–18 months.


Zegona Communications: M&A Optionality and Strategic Re-Rating

External reports (aggregated public sources), Value Investors Club

Value Investors Club

External reports (aggregated public sources)

Equity Bottom-Up

<ul><li>Zegona is a special purpose vehicle in the telecom sector that owns Vodafone's operations in Spain</li><li>The company has potential plans to monetize Vodafone Spain's fiber assets and turnaround the underperforming business</li><li>Zegona could see a fivefold increase in stock value, presenting an opportunity for investors seeking high growth potential</li></ul><p><em>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.</em></p>

Zegona is a special purpose vehicle in the telecom sector that owns Vodafone's operations in SpainThe company has potential plans to monetize Vodafone Spain's fiber assets and turnaround the underperforming businessZegona could see a fivefold increase in stock value, presenting an opportunity for investors seeking high growth potentialThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Zegona (ZEG LN) - Wednesday, Oct 30, 2024

United Kingdom

Zegona Communications plc is an investment company. The Company buys and sells businesses in the European Telecommunications, Media and Technology (''TMT'') sectors.

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Zegona Communications: M&A Optionality and Strategic Re-Rating

Zegona is a Vodafone Spain turnaround play with M&A tailwinds. Telefónica interest could trigger a bid; otherwise, fibre JV cash flow supports re...

Jesus Rodriguez Aguilar

Zegona (ZEG LN) - Wednesday, Oct 30, 2024

Zegona could see a fivefold increase in stock value, presenting an opportunity for investors seeking high growth potential

Value Investors Club