Christel Heydemann

CEO, Orange S.A.
@Cheydema · tracked since Feb 2026
Calls 1 1 Posts tracked · 0.0/day
Calls
7d 0
30d 0
90d 0
Best Calls
ORA long +26.2%
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ORA ×1
Recent Calls
ORA long 3 months ago
Win Rate 100% Long 1 Short 0
Win Rate
7d 0%
30d 0%
90d 100%
Average Return +26.2% Long Return +26.2% Short Return -
Average Return
7d -7.0%
30d -3.9%
90d +20.7%
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Thesis
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ORA Ormat Te... Ormat Technologies, Inc.
Long
Feb 23
$115.19
+26.2%
Orange shares are up 25% YTD. The CEO confirms cash flow will rise 12% YoY. They are consolidating the Spanish market and growing double-digits in Africa. In a volatile macro environment (tariffs/war), Orange acts as a defensive compounder. They have pricing power, are consolidating fragmented markets (Spain), and have a "moat" against AI disruption (connectivity is essential regardless of AI). LONG ORA. Regulatory blocking of further consolidation in France (SFR deal).
Orange shares are up 25% YTD. The CEO confirms cash flow will rise 12% YoY. They are consolidating the Spanish market and growing double-digits in Africa. In a volatile macro environment (tariffs/war), Orange acts as a defensive compounder. They have pricing power, are consolidating fragmented markets (Spain), and have a "moat" against AI disruption (connectivity is essential regardless of AI). LONG ORA. Regulatory blocking of further consolidation in France (SFR deal).
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