peshkov
In my previous article, I noted that the new 5G technologies from Gogo Inc. (NASDAQ:GOGO) could push revenue growth in 2025 and 2026. Besides, I said that the company was undervalued. I also noted that I would be expecting
Gogo: New M&A Persuaded Me To Take Another Look
Summary
- Gogo's 5G milestone and Satcom Direct acquisition boost growth prospects, with new tech, sales force, and cost synergies driving optimism.
- DCF models suggest a fair value between $12 and $19 per share, depending on acquisition success, competition, and regulatory risks.
- Despite strong fundamentals and growth potential, I closed my position due to a reduced margin of safety at current stock prices.
- I am considering the action of new tariffs in the United States, which may have an impact on the price of electronic components.
Like the common kingfisher or Alcedo Atthis searches for small fish, I research small, and medium cap companies in Europe, the United States, and South America. You can find a common kingfisher in my profile.With close to 14 years in the financial industry, I worked for an equity research firm in NY, one investment fund in Mexico, and one investment bank in Ireland. Right now, I am a private investor. I usually cover mature industries such as mining, oil and gas, real estate, and others. I do not invest in business models that I do not understand. I appreciate M&A deals, deep value investments, and dividend investing. My investments usually target an internal rate of return of close to 5%-7%. My purpose for writing on Seeking Alpha is simple. Readers can provide fantastic feedback about stocks I own. Note that I do not provide financial advice. Everything I write is my opinion. My articles could include small mistakes about the future. Like other analysts, I offer my expectations about the future EPS, net revenue, FCF, and other financial figures. They could be wrong. If you want me to revise some of my financial figures, please send me a message. The investments that I offer may not be suitable for all SA readers. If you have any doubts, in my view, you should seek advice from another financial advisor.
Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
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