Eutelsat $ETL (-12,38%) Potential or already too expensive?

Hello everyone,

I am currently taking a closer look at the Eutelsat share and am wondering whether there is still potential here or whether the price is already too high. Following the merger with OneWeb, the company is focusing heavily on the satellite internet sector, which could be promising in the long term - especially in competition with Starlink (add Europe to the portfolio)

However, there are also some risks: The high level of debt, the uncertain profitability of the LEO business and competition from larger players. On the other hand, an attractive dividend yield is tempting

What do you think? Is Eutelsat a buy at the current level or is the share price already ambitious?

I look forward to your opinions!

After the strong increases in the past few days, there is now news of possible deals between $ETL (-12,38%) and Italy. An order volume of €1.5 billion is being discussed.

What do you think about $ETL ?

overvalued?

undervalued?

https://www.marketscreener.com/quote/stock/EUTELSAT-COMMUNICATIONS-5147/news/Exclusive-Europe-s-Eutelsat-vies-for-secure-Italian-telecoms-contract-sources-say-49246370/

$ETL (-12,38%) is a typical gamble value, I have read would be the company that would most likely replace Starlink in Ukraine.

Anyone here in the matter? Maybe also a $TSLA (-1,09%) fanboy (without wanting to swear at them🌚) who can rationally explain the actual difference between Starlink and Eutelsat for once?

(Apart from the fact that Eutelsat only has 10% as many satellites in space)

Thanks :)

I don't want to withhold this share from you $ETL (-12,38%) .

Now that Ukraine is being left in the lurch without Starlink, Eutelsat from France has stepped up to the task.

Nothing is in the bag yet, but it's still a hot stock to watch.

LG Mark😉

Hi,

As Eutelsat $ETL (-12,38%) is the only position in my portfolio that is not in the red today, I would be interested in your opinion on possible future prospects based on current news as well as technological developments. With the fundamentals of eutelsat, I don't expect a huge increase.

Chat GPT predicts a share price of 13-14 euros with a holding period of at least 1 year under the given circumstances and the current news situation. That seems to me to be quite exaggerated and the share seems to be more of a speculative position.

What do you think?

Greetings l,

Daniel

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Eutelsat share price jumps

The Eutelsat share $ETL (-12,38%) made an impressive leap on Wednesday, leaving even experienced investors in awe. Since last Friday, the French-British satellite group, which is pushing its OneWeb systems onto the market, has gained almost 200% in value. Yesterday, the share price shot up by up to 123% to EUR 4.50 before settling at EUR 3.57, an increase of around 77%. And that's not all: today the share price surpassed the magical EUR 5 mark and reached EUR 5.87, its highest level since July last year. A week ago, the share price was still below 1.15 euros - a dramatic rise that has analysts sitting up and taking notice. They see Eutelsat's OneWeb systems as a promising European alternative to Elon Musk's Starlink, especially when it comes to supplying Ukraine with communication services.

SMA Solar targets profit

In Germany, SMA Solar $S92 (-0,63%) is putting its cards on the table and has ambitious plans to return to profit following an operating loss last year. CEO Jürgen Reinert has set the target of achieving EBITDA of €70 million to €110 million by 2025, which is in line with analysts' expectations. However, the road ahead is rocky: an operating loss of EUR 16 million is forecast for 2024, a severe setback after an impressive profit of EUR 311 million in the previous year. The share price jumped 23.90% to EUR 16.95 in the morning, boosted by the prospect of a historic financial package in Germany that promotes investment in energy technology. In order to reduce costs and streamline the corporate structure, SMA is also planning a cost-cutting program that could potentially result in the elimination of up to 1,100 jobs.

Sources:

https://www.finanzen.net/nachricht/aktien/appell-an-trump-volkswagen-aktie-in-gruen-vw-aktiviert-notfallplan-in-usa-14293023

https://www.finanzen.net/nachricht/aktien/hoehenflug-eutelsat-aktie-weiter-im-rallymodus-hoffnung-auf-starlink-alternative-und-unterstuetzung-fuer-ukraine-treiben-14292935

https://www.finanzen.net/nachricht/aktien/vorlaeufige-zahlen-sma-solar-aktie-schiesst-hoch-erwartung-operativer-gewinne-fuer-2025-nach-verlustjahr-2024-14292311

$ETL (-12,38%)

Franco-British satellite operator Eutelsat has pledged to provide services that boost Europe's autonomy in space-based connectivity while continuing to provide internet access to war-torn Ukraine, it said on Monday.

"We have deployed and continue to operate hundreds of terminals in Ukraine and the Black Sea. This underlines Europe's commitment to Ukraine's digital resilience," a Eutelsat spokesman said in an e-mailed statement to Reuters.

By 13:47 GMT, Eutelsat shares had surged 31 percent as part of a broader rally in European defense stocks, as investors bet on rising European demand for the company's OneWeb satellites.

Source: Reuters

Eutelsat, Airbus & MediaTek bring 5G to space

Eutelsat, together with Airbus and MediaTek, has achieved a major milestone: the first successful test of 5G via non-terrestrial networks (NTN)! The whole thing took place via the Eutelsat OneWeb satellites in low earth orbit. The satellites were built by Airbus. According to the announcement from the companies, this is a huge step for the future of satellite communication.

Eutelsat emphasizes that these tests will pave the way for the 5G NTN standard and advance the networking of satellites with traditional mobile networks.

Source Börsenlounge

https://www.channelnewsasia.com/business/eutelsat-soars-investors-bet-oneweb-satellites-european-option-starlink-4973401