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"7/ Which stocks are likely to benefit Possible deal situations highlighted by UBS include i) @SFR in France ii) @Telefonica $TEF and either Zegona $ZEG.L in Spain or 1&1 $1U1 in Germany iii) Telenor $TELNY and Tre in Sweden and Denmark iv) TIM @GruppoTIM $TIT in Italy"
X Link @uv_shares 2025-10-10T13:19Z 12.1K followers, XXX engagements
"@Pembrokestcap @roneijlander @sadvalueinvestr @alluvialcapital European MNOs trade at 5-7x EBITDAaL (post-SACs); $TEF is at 6x. $ZEG.L is no.3 player in a super-competitive market and looks under-invested so perhaps 6x"
X Link @Pussenius 2025-10-03T08:03Z XXX followers, XXX engagements
"I recurrently think about this. $ZEG.L Eamon & Co were already quite rich but when they were signing this deal in the notary they knew there was a very high probability of becoming absurdly rich in the next X years. Nobody else was looking"
X Link @alvarogomezolea 2025-10-01T07:26Z 1237 followers, 2812 engagements
"Favorite Event-Driven / Special Situations $BUR YPF litigation appeal + biz momentum $TLN Dec PJM auction + AWS/AMZN PPA upside $ZEG.L FiberCo monetization + pref redemption $RIOT AI/HPC pivot in progress hybrid until 2026 $HPP SF office leasing recovery + studio rebound $NFE Puerto Rico contract formalization + Brazil project online $LYV FTC case manageable Venue Nation mix shift intact $PLTK Transition new IP + DTC mix offsetting casino declines $SATS AWS-3 sale potential after SpaceX deal $NWSA Post-Lachlan settlement SOTP realization $NEXT Train X FID done Train X financing in sight;"
X Link @ACapitalLP 2025-09-19T22:31Z 9067 followers, 14.7K engagements