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Recurve Capital's investment thesis on Cogent Communications ($CCOI) — Q2 2024 | Buyside Digest

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$CCOINASDAQCogent Communications

BULL

Recurve Capital—CCOI

Fund Letter

Q2 2024

Published June 30, 2024

View Fund Profile

$10.91USD

+8.6% vs last month

$56.07Pitched

-80.5% since pitch

Market Cap$546.6M

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

Cogent is undertaking a major architecture transformation to capture high-margin demand in the Wavelength market following its Sprint asset acquisition. Downside risk is...

— Aaron Chan

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Alphyn Capital ManagementBULL

Pitched Oct 1, 2025

The stock experienced pressure due to lower than expected headline installation figures for its high-margin wavelength services. However, underlying installation...

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