Zegona Communications Share Discussion Threads

[tonytyke2] 31/1/2025 10:45

Thanks for the links guys, appreciated.

[jaknife] 31/1/2025 10:07

tonytyke2,

see:

Telefonica’s New CEO Faces First Test as Bids Due for Fiber Unit


similar comment as the telcotitans article that 1ultimate has posted

JakNife

[tonytyke2] 31/1/2025 10:00

Volume before 10.00a.m. already beyond the average 3 month daily volume. 10d/3m volume up nearly 100%.

[tonytyke2] 30/1/2025 17:26

Good day today, looks like a big volume day with lots of late buys going through. Vol today 1.395m average 3 months vol 349580

[cwa1] 09/1/2025 08:23

* Zegona Communications Plc ZEG.L: Barclays raises target price to 600p from 570p

[alphabeta4] 31/12/2024 11:17

Notice been quite a few developments around Vodafone recently, could be reason for the rise here?

[1ultimate] 24/12/2024 13:17

Hit an all time high of £4.08 today 😁

[1ultimate] 12/11/2024 10:03

Non-Exec Director bought 54,399 (£174,076.80)

That’s what you call putting your hand in your pocket! 😂

[robsy2] 18/10/2024 10:43

A very quiet board for a company that is doing very well for shareholders who must be pretty chuffed with how it is all developing.

[value hound] 06/2/2024 10:33

Isn't it £1.49bn? 704.15m shares in issue? See www.investegate.co.uk/announcement/rns/zegona-communications--zeg/total-voting-rights/7911605

[hibberts] 06/2/2024 09:59

Can anybody confirm the market cap of ZEG?

[hedgehog 100] 25/11/2023 21:12

Well done to ZEG shareholders on a RTO at a 380% premium.

Those looking for a quick potential repeat may care to look at Aura Renewable Acquisitions (ARA): market cap. £0.551M. at 5.25p.

ARA looks to be one of the best value shells I have ever seen: trading at a large discount to cash, despite relatively low cashburn, and exciting near term deal prospects.

Aura Renewable Acquisitions (ARA) 5.25p Market cap. £551K. Current cash probably c. £ two thirds of a million.

[skyship] 18/11/2023 08:17

Thnx Fly...

[flyfisher] 17/11/2023 17:56

SKY,

Interests as at 10 November 2023 Interests immediately following
Admission and Re-Admission(1)
Shareholder
Number of Existing Zegona Shares
Percentage of issued share capital
Number of Zegona Shares Percentage of issued share capital
Zegona board and management(2) 1,694,401 27.45% 1,734,400 0.24%
Marwyn Investment Management LLP 774,321 12.54% 6,004,321 0.85%

[flyfisher] 17/11/2023 17:28

It gives MVI holding in the prospectus.

[skyship] 17/11/2023 16:57

Impossible to work out how many ZEG held by MVI before this week's announcement.

If really 10m as per the Header, then quite a fillip for MVI's NAV. MVI's capital structure so obtuse it is really difficult to ascertain what is what; even from the Annual Report!

[flyfisher] 17/11/2023 16:31

Will this be eligible for ftse 250 inclusion?

[tiltonboy] 14/11/2023 15:26

Nope, placing at 150p to fund Vodafone deal

[shareho1der] 14/11/2023 14:42

What's happening here? Is it a consolidation of shares?

[apollocreed1] 14/11/2023 12:29

@elbrus55-Thanks. I see that 900m is Vodafone reinvesting via a holding company, 300m from other institutions and 8m from retail investors. So where does the rest of the 5bn come from?

[elbrus55] 14/11/2023 11:27

It is a bet on whether management can significantly improve the profitability of Vodafone spain.They've been successful previously doing something similar but ..who knows this time.There's a lot of leverage in the Company so it looks quite risky. You could get a multiple back in a few years time... or Nil.

[apollocreed1] 14/11/2023 11:19

Does anyone know if it's a good idea to subscribe to the share offer via Interactive Investor/HL/AJ Bell? At least I can put them in an ISA.
However, investment trusts generally fall to discounts soon after issue, so if we pay 150p per share, isn't it likely that they drop afterwards to a discount?