Calls
1
u/Accomplished-Log-568
Reddit r/ValueInvesting
Win Rate
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return
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jan 13
$26.33
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The author argues Cellnex is a high-quality, cheap long-term cash-flow play: committed capex should decline through 2025–2029 until roughly 60% of RLFCF surfaces, enabling buybacks/dividends and a possible re-rating as the company shifts from growth to harvest mode. Valuation support comes from trading at ~12x EBITDA and a ~10% RLFCF yield versus asset sales at 20–24x EBITDA, with 3–5% organic top-line growth and 6–9% bottom-line growth. Stated threats are LEO satellites and MNO consolidation, though the author argues neither is a material risk for Cellnex.
Telecom Operators
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u/Accomplished-Log-568 has 1 trade ideas tracked on Buzzberg across 1 tickers since January 2026. Most covered: CLNX.MC.
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