XK4 Loading... : Bullish and Bearish Analyst Opinions

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00:03
Aug 18
Myles Author, Value Zoomer (Substack)
Buy Gabler: submarine antenna moat at 16x
Buy XK4 as the defense pick with a capital-light, wide-moat submarine antenna franchise, a direct defense spending beneficiary, and valuation at 16x forward earnings versus submarine builders at double/triple that.
XK4
MED
06:41
Jul 16
Myles Author, Value Zoomer (Substack)
Buy Gabler AG (XK4) at low-40s; Canada's selection of the 212CD submarine doubles.
Buy Gabler AG (XK4) at low-40s; Canada's selection of the 212CD submarine doubles the production program, and Gabler holds a monopoly on non-US/UK submarine masts — a concrete procurement catalyst derisking a previously underfollowed European defence IPO.
XK4
HIGH
13:50
May 20
Myles Author, Value Zoomer (Substack)
Buy Gabler AG for its monopoly on submarine antennae, benefiting from European defence spending.
Buy Gabler AG for its monopoly on submarine antennae, benefiting from European defence spending, underfollowed IPO, and cheap valuation relative to weaker peers.
XK4 1ST
HIGH
03:27
May 19
Myles Author, Value Zoomer (Substack)
Buy Gabler AG for its niche submarine-antenna monopoly and exposure to rising European defence.
Buy Gabler AG for its niche submarine-antenna monopoly and exposure to rising European defence budgets; recent IPO is underfollowed, offering asymmetric upside.
XK4
HIGH

About XK4 Analyst Coverage

Buzzberg tracks XK4 across 1 sources. 2 bullish vs 0 bearish calls from 1 analysts. Sentiment: predominantly bullish (50%). 4 total trade ideas tracked. Latest voices: Myles.