ALSEC Loading... : Bullish and Bearish Analyst Opinions
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15:49
Jun 16
Jun 16
Author liquidated entire ALSEC position at ~€7.10, citing weak momentum despite SpaceX IPO catalyst.
MED
23:13
Jun 06
Jun 06
Author directs attention to ALSEC in a reply about space stocks, but provides no directional view or catalyst.
LOW
13:50
Jun 03
Jun 03
Buy ALSEC (Soditech) on deep value — profitable company trading at P/E ~10 and below backlog value, overlooked because it lacks the "sexy" narrative premium that peers command at P/S >10.
MED
21:07
Jun 01
Jun 01
Author lists their top five positions with percentage gains but provides no forward-looking view or trade idea, only past performance.
LOW
10:42
May 28
May 28
The tweet discusses supply chain constraints in the market, noting that ALSEC and competitors face supply rather than demand issues, but offers no personal directional trade view.
LOW
10:30
May 28
May 28
Buy ALSEC (Soditech), a €16.4M EV French space nanocap, on supply-constrained defense/space market dynamics, proximity advantage to Thales Alenia Space campus in Cannes, and Space division as growth engine; author discloses a current position built over weeks. Key risk: extreme illiquidity and customer concentration (TAS/Airbus), with Bromo merger by 2027 potentially consolidating that risk further.
HIGH
12:22
Apr 30
Apr 30
Long $ALSEC (Soditech) — speaker shares his own and multiple peers' theses; identifies a pull-back below 7 EUR as a good entry point.
MED
13:22
Apr 17
Apr 17
Long $ALSEC (Soditech) — French space supplier (tier 2); P/E < 9, 100% revenue growth in 2025, 100% backlog growth (book-to-bill near 2); speaker sees fair value at P/E 13.
HIGH
18:59
Mar 20
Mar 20
Long $ALSEC (Soditech) — speaker calls 2025 earnings 'amazing'; +100% net sales, strong net income vs near-zero in 2024, and a backlog explosion driving the bullish view.
MED
12:53
Mar 15
Mar 15
Buy Soditech (ALSEC) on dips below €7.15 with a short-term price target of ~€8.50; medium-term thesis remains bullish pending publication of full financial results as a potential catalyst.
MED
15:14
Mar 11
Mar 11
Buy Soditech (ALSEC) as a profitable micro/nano-cap trading at a low P/S of 1.5 with 100% historical revenue growth and an expected ~30% forward growth rate — compelling value relative to peers.
MED
13:15
Mar 09
Mar 09
Reports that Soditech stock surged after moving to Euronext Growth, factual observation with no directional view.
LOW
23:38
Mar 06
Mar 06
Buy ALSEC (Soditech); author discloses a very large existing position representing approximately one-third of their total portfolio, signaling high personal conviction in the name.
MED
21:42
Mar 04
Mar 04
Author discloses a long position in ALSEC, attracted by low EV/S, profitability, and triple-digit growth.
MED
About ALSEC Analyst Coverage
Buzzberg tracks ALSEC across 1 sources. 9 bullish vs 0 bearish calls from 1 analysts. Sentiment: predominantly bullish (64%). 14 total trade ideas tracked. Latest voices: frenchv33921.