United Internet: Multiple Revaluation Catalysts Ahead
Source: SeekingAlpha
2025-04-03 10:58:48 ET
Summary
- United Internet has been suffering for a long time from the transformation of one of its two holding companies from MVNO into an independent telco.
- Given increasingly positive developments at the telco subsidiary, its multiple should recover.
- In addition, several other catalysts are on the horizon that could cause the discount to the sum of the parts to shrink.
- Interestingly, even the total failure of the network construction could cause the stock to rally.
Investment thesis
United Internet ( OTCPK:UDIRF ) is a German holding company with two quoted subsidiaries, 1&1 (currently transforming itself from MVNO into a telco with its own Open-RAN network) and Ionos (the German market leader in cloud and web services for SMBs). United Internet itself owns 66k kilometres of fibre network in Germany (connecting mainly businesses and government entities) and operates the widely popular email hosting services GMX.DE and WEB.DE with substantial recurring earnings....
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United Internet: Multiple Revaluation Catalysts Ahead
United Internet Ag & Co Reg
NASDAQ: UDIRF
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