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Alluvial Capital Management's investment thesis on Zegona Communications plc ($ZEGN.L) — Q1 2026 | Buyside Digest

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$ZEGN.LNASDAQZegona Communications plc

BULL

Alluvial Capital Management—ZEGN.L

Substack Research

Q1 2026

Published April 28, 2026

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Price pending

—

—Pitched

Pending market quote

Market CapN/A

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Substack

This section would not be complete without an update on our largest portfolio holding, Zegona Communications, whose shares have performed quite well year-to-date as the company executes a large share

— Dave Waters

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