What smart money is saying about Zegona Communications plc.
4 funds in our archive have pitched Zegona Communications plc. — most recently Alluvial Capital in December 2025.
Zegona Communications plc focuses on investing in telecommunications, media, and technology businesses in Europe. The company was incorporated in 2015 and is based in London, the United Kingdom.
Fund coverage · 4 theses
- Alluvial CapitalDecember 2025
Zegona Communications plc is a European telecom operator unlocking value through asset sales, deleveraging and large shareholder returns, with further upside from disposals and operational improvements.
Read the full thesis - Norbury CapitalSeptember 2025
Zegona is significantly undervalued compared to peers, poised for improved free cash flow and transitions toward a blue-chip telco, with several catalysts for value enhancement.
Read the full thesis - AzagalaMarch 2025
Zegona is a London-based investment company focused on acquiring and restructuring telecommunications businesses in Europe, leveraging a "Buy-Fix-Sell" strategy to deliver substantial returns to shareholders.
Read the full thesis - Alluvial CapitalDecember 2024
Zegona is a London-listed investment company making significant progress in improving Vodafone Spain's profitability and cash flow, with plans for asset sales and potential shareholder distributions ahead.
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