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Allego N.V.OTCPK:ALLG.F Rapporto sulle azioni

Cap. di mercato US$300.7k
Prezzo delle azioni
US$0.0011
Il mio valore equo
Non disponibile
1Y-89.0%
7D-96.3%
Valore del portafoglio
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Allego N.V.

Report azionario OTCPK:ALLG.F

Capitalizzazione di mercato: US$300.7k

Allego (ALLG.F) Panoramica del titolo

Allego N.V. opera come società di ricarica per veicoli elettrici (EV). Maggiori dettagli

ALLG.F analisi fondamentale
Punteggio fiocco di neve
Valutazione2/6
Crescita futura0/6
Prestazioni passate0/6
Salute finanziaria0/6
Dividendi0/6

Premi

I ricavi sono cresciuti del 30.7% nell'ultimo anno

Analisi del rischio

Gli ultimi report finanziari risalgono a più di un anno fa

Le azioni sono altamente illiquide

Patrimonio netto negativo

Non ha una capitalizzazione di mercato significativa ( $301K )


ALLG.F Community Fair Values

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Concorrenti di Allego N.V.

Storia dei prezzi e prestazioni

Riepilogo dei massimi, dei minimi e delle variazioni dei prezzi delle azioni per Allego
Prezzi storici delle azioni
Prezzo attuale dell'azioneUS$0.0011
Massimo di 52 settimaneUS$0.22
Minimo di 52 settimaneUS$0.000001
Beta51.58
Variazione di 1 mese-96.33%
Variazione a 3 mesi0%
Variazione di 1 anno-89.00%
Variazione a 3 anni-99.90%
Variazione a 5 anni-99.90%
Variazione dall'IPO-99.90%

Notizie e aggiornamenti recenti

Recent updates

Articolo di analisi • Mar 28

Revenues Tell The Story For Allego N.V. (NYSE:ALLG) As Its Stock Soars 41%

Those holding Allego N.V. ( NYSE:ALLG ) shares would be relieved that the share price has rebounded 41% in the last...
Articolo di analisi • Jan 26

Why We're Not Concerned Yet About Allego N.V.'s (NYSE:ALLG) 26% Share Price Plunge

To the annoyance of some shareholders, Allego N.V. ( NYSE:ALLG ) shares are down a considerable 26% in the last month...
Articolo di analisi • Dec 12

Allego N.V.'s (NYSE:ALLG) 26% Cheaper Price Remains In Tune With Revenues

Unfortunately for some shareholders, the Allego N.V. ( NYSE:ALLG ) share price has dived 26% in the last thirty days...
Seeking Alpha • Nov 18

Allego: Negative Shareholders' Equity And Underwhelming Q3 2023 Results

Summary Allego booked revenues of €28.6 million ($31 million) in Q3 2023 and its operating loss almost doubled. The company is far behind on the revenue and EBITDA estimates presented during its 2022 listing. With cash running out fast, it seems that significant stock dilution in the near future is inevitable. The short borrow fee rate is over 50% and I think that risk-averse investors should avoid this stock. Read the full article on Seeking Alpha
Articolo di analisi • Jun 07

Allego N.V. (NYSE:ALLG) Analysts Are Pretty Bullish On The Stock After Recent Results

It's been a pretty great week for Allego N.V. ( NYSE:ALLG ) shareholders, with its shares surging 13% to US$2.36 in the...
Seeking Alpha • Nov 10

Allego inks first long-term PPA for renewable power

Allego (NYSE:ALLG) said Thursday it signed its first long-term power purchase agreement with an independent power producer. The company will begin receiving 25 GWh of renewable power starting Jan. 1 to support the majority of its operations in Germany. The PPA represents ~16% of Allego's (ALLG) European charging network. Allego (ALLG) expects to sign additional PPAs to cover over 80% of its operations to further hedge input costs and commodity volatility.
Seeking Alpha • Oct 27

Allego: Building The Charging Sites That Electric Vehicles Need

Summary Charging networks are a key element in the world of electric vehicles. Allego N.V. operates in a very large market that provides it with plenty of room to grow. Allego has an attractive business model supported by a strong marketing and growth strategy. Description At the current price of $3.52, I think Allego N.V. (ALLG) has more than a fivefold upside from where it is today. Allego is an important part of the world of electric vehicles because it offers high-value electric vehicle ("EV") charging services to customers outside of the company and is one of the largest public EV charging networks in Europe. Company overview Allego provides high-value-added EV charging services to third-party clients and operates one of Europe's largest public EV charging networks. As of December 31, 2021, Allego had over 672,000 distinct network users, and it owned or operated over 31,000 public charging ports, 16,000 public and private sites, and 14 different countries. All EV drivers of cars, trucks, and buses have easy access to Europe's vast, vehicle-neutral public network. To become more vehicle agnostic, Allego has focused on EV charging options that can be accessed by the greatest number of vehicles, regardless of vehicle type or OEM. ALLG makes the majority of its money through the sale of charging equipment, installation services, and the use and maintenance of setting equipment. Charging network is a key element in the world of electric vehicles Allego's primary business is the development, ownership, and management of fast and ultra-rapid EV charging stations. It is one of Europe's most prominent public EV charging networks. ALLG employs proprietary Allamo software to locate premium charging locations and forecast demand based on outside traffic data. These sites are typically in densely populated urban or suburban areas, and Allamo has been instrumental in establishing a dependable pipeline. All EV drivers benefit from interoperability and a better user experience thanks to the proprietary software developed by Allego. Allego charging stations can charge vehicles regardless of their OEM or user group. EV charging station owners can also use the Allego EVCloud to get software solutions for payment, analytics, and customer service. This is a very large market In the major European markets of Benelux, Denmark, France, Germany, Hungary, Norway, Switzerland, Portugal, Sweden, and the United Kingdom, Allego estimates it holds a 12% share of the fast and ultra-fast charging locations market. To keep its position as the market leader in electric vehicle charging, the firm plans to expand its system of public charging stations. Additionally, management hopes to develop the services industry and public charging infrastructure. The objective is to grow the Allego user base and strengthen ties with B2B customers. ALLG also gives EV drivers who use the Allego network or its services access to more features of the Allego software platform. Oct 22 investors presentation The industry has high government regulatory hurdles Differences in European, national, and regional regulations governing EV policy, as well as building and grid connection permits, can cause installation delays or cost differences between jurisdictions. In the regions where Allego is active, two primary licenses are essential. Separate permits are needed for both building the charging station and connecting it to the distribution grid operator's network. Since Allego is familiar with the rules and regulations in this field, it may be able to speed up the installation and commissioning process, making it more efficient and lower operational costs. Attractive business model The foundation of Allego's business strategy is the provision of highly reliable charging outlets to all categories of EV users. The company has made a one-of-a-kind, proprietary software platform that any mobility service provider [MSP] can use to manage hardware chargers and charging sessions on Allego's network. Allego offers high-value-added third-party services as a strategic focus for technologies that aren't central to the company's operations. This industry is propelled by lucrative service contracts with third parties for tasks like web design and technical layout. Allego's white-label software suite allows it to manage large and complex solutions and act as a one-stop-shop for its clients. From concept to completion, Allego develops the entire charging system for its clients, including all necessary components, setup, and ongoing support. The charging chain between lease car companies and EV drivers can be set up, or OEM dealerships can be outfitted with chargers and run by a third party. By investing funds in its own charging stations, Allego hopes to attract and keep EV drivers as customers for the long haul. It is possible that the services market will see an uptick in foot traffic if fleet companies or last-mile providers start looking for solutions to provide charging on the go. Allego doesn't make its own hardware, but it has a wide variety of reliable suppliers from which it can obtain unique features. Furthermore, Allego is in a prime position to pick out optimal hardware because it is hardware agnostic. Allego also collaborates with OEMs on firmware and hardware. At the moment, Allego is putting all of its efforts into creating a system that can directly interact with EV drivers to manage charging sessions and payments. Business model supported by a strong marketing and growth strategy Allego has local teams and subsidiaries in each country where it operates to manage public charging networks. Site selection is handled by a centralized network team, while lease agreements are handled at the site level. The Allego team communicates well with retailers, real estate companies, cities, and other groups that need space or charging and may be able to get it from Allego. The way Allego provides customer service is divided into two segments. Commercial customers: There are already plenty of businesses that either own or rent parking lots. To that end, Allego caters to businesses that want to convert their parking lots into fully electric facilities. This is typically done through a sale or service, though Allego may choose to invest in the network if site quality warrants it. The charging stations would join the Allego charging network if the company ever decides to construct one. Businesses can set their own prices for using the Allego software platform while still making it available to the public. The ability to invest in real estate has allowed Allego to secure prime locations and develop lasting partnerships with its commercial clientele. As a result, Allego has a compelling offering for many European commercial sites thanks to its ability to provide a dual-tracked approach based on customer needs. Fleet customers: Allego's fleet customers include businesses operating in the industries of transportation, logistics, sales, service, motorpool, shared transit, and ridesharing. Fleet customers can take advantage of Allego's full suite of charging options, from home chargers and installations to priority access to the company's network and discounted rates, as well as charging infrastructure tailored to their needs. However, EV drivers can only get Allego's home charging solutions through B2B contracts.
Articolo di analisi • Oct 12

An Intrinsic Calculation For Allego N.V. (NYSE:ALLG) Suggests It's 24% Undervalued

Today we will run through one way of estimating the intrinsic value of Allego N.V. ( NYSE:ALLG ) by estimating the...
Seeking Alpha • Oct 06

Allego: Cash Is Running Out And Significant Stock Dilution Seems Inevitable

Summary The company had just $29.5 million in cash and cash equivalents at the end of June and net cash used in operating activities was $94 million in H1 2022. Allego’s plans for 2022 include over $180 million in CAPEX and its operational EBITDA continues to be negative. However, short sell selling seems dangerous as short borrow fee rates are above 200% at the moment. Introduction In April 2022, I wrote a bearish article on SA about Dutch electric vehicle (EV) charging company Allego (ALLG) in which I said that its stock seemed to have attracted high retail investor interest and that the share price could fall below $10 once it fades. Well, the company’s market valuation has fallen by about two thirds in just 6 months, but analysts seem convinced that the share price could double thanks to rapidly growing electric vehicle adoption, supportive policies, and incentives. I don’t share their optimism as net cash used in operating activities was 94.9 million euros ($94 million) in H1 2022 and cash reserves stood at just 29.8 million euros ($29.5 million) at the end of June. In my view, it’s possible that the market valuation doubles in the near future, but this is likely to be achieved through a significant capital increase to fund operations. Let’s review. Overview of the H1 2022 financial results In case you haven’t read my previous article about Allego, here’s a short description of its business. The company was founded in 2013 and it currently has one of the largest EV charging networks in Europe with around 34,000 public and non-public charging ports as well as 18,200 public and non-public charging sites across 15 countries. However, Allego has a strong presence in only a few markets, namely Benelux, Germany, and London. In addition, many of the facilities in Benelux are AC charging points. Allego Allego's Alamo software platform aims to identify premium charging sites and forecast demand based on external traffic statistics and the company claims its internal rate of return [IRR] at the site level is about 30%, excluding subsidies. In addition, Allego usually signs long-term power purchase agreements which means that it should be relatively well insulated from the current energy crisis in Europe. In H1 2022, its results were impacted by 7.1 million euros ($7 million) higher energy costs, but this was partially offset by higher income from the sale of carbon credit certificates. The company’s average utilization rates have been increasing steadily over the past few years as EVs gain traction in Europe and recurring users have been hovering around 80%. In Q2 2022, the backlog increased to 1,100 sites, which is 120% higher compared to a year earlier. Allego As you can see from the table above, the charging network has been growing rapidly and in March 2022, Allego merged with a special-purpose acquisition company (SPAC) to finance part of its CAPEX, which was expected to stand at 188 million euros ($186.3 million) this year alone. The deal was supposed to create a company with $490 million in cash, but redemptions reached 98%. As a result, Allego received only 146.1 million euros ($144.8 million) from the SPAC deal. This puts the company in a tight spot from a liquidity point of view as cash flow from operating activities is currently deep in the red. Cash and cash equivalents were already below $30 million at the end of June, which means Allego will likely need to carry out a capital increase before the end of 2022, even if we exclude CAPEX or acquisitions. Allego Allego Looking at the H1 2022 financial results, I think they were disappointing as revenues came in at 50.7 million euros ($50.2 million) and total revenues for the full year are now expected to stand at between 135 million euros ($133.8 million) and 155 million euros ($153.6 million). These figures are below the forecasts in the SPAC deal presentation despite Allego enacting an average 10% price increase effective September 1 in most markets to mitigate the effects of higher energy prices. What's even worse is that operational EBITDA was negative 1.5 million euros ($1.5 million) in H1 2022, which is such a large deviation from the forecasts that it casts significant doubts about the expectations for the coming years. Allego You might be wondering why net cash used operating activities isn't much higher considering the net loss was 246.6 million euros ($244.3 million) in H1 2022. Well, this is because share-based payment expenses soared to 241.3 million euros ($239.1 million) during the period from 121.9 million euros ($120.8 million) a year earlier. Considering the market valuation of Allego stands at $1.22 billion as of the time of writing, there could be significant stock dilution here even without a capital increase unless the share price recovers very soon. So, how do you play this one? Well, short selling seems dangerous as data from Fintel shows that the short borrow fee rate stands at 248.48% as of the time of writing. Also, put options at all strike prices are expensive the moment and it could be best for risk-averse investors to avoid Allego. Seeking Alpha
Seeking Alpha • Aug 22

Allego reports 1H results

Allego press release (NYSE:ALLG): 1H Net loss of €246.6M Revenue of €50.7M (+148.5% Y/Y). Total energy sold during the first half of 2022 was 71.8 gigawatt hour (GWh), an increase of 105% over the first half of 2021; utilizing 100% green energy. Backlog increased to 1,100 sites, representing an increase of 120% compared to the prior-year period. 2022 Full Year Guidance Range: Total Revenues: €135.0 million - €155.0 million Energy Sold: 150 GWh – 160 GWh Operational EBITDA: Positive
Seeking Alpha • Jul 28

Allego expands €120M senior debt facility

Allego (NYSE:ALLG) said Thursday it expanded its existing €120M senior debt facility through an accordion feature. This increased ALLG's access to growth capital by an additional €50M. The debt facility expires in May 2026 based on original terms. ALLG is also pursuing a new expanded financing package. "We are actively pursuing an expansion and extension of a new bank facility with our lender group to support about two and one-half years of secured backlog. We expect this new bank facility to close in the fall of 2022," said ALLG CFO Ton Louwers.
Seeking Alpha • Apr 01

Allego - Lackluster Listing Leads To CAPEX Funding Issues And I'm Bearish

The company was recently listed on NYSE through a SPAC deal, but redemptions reached 98%. Allego plans to make capital expenditures of $1.46 billion between 2022 and 2026, which implies that the funds will have to come through debts and capital increases. The company’s share price has soared to above $15, and the reason behind this seems to be that retail investors were attracted by the low share float. I think the retail investor interest is likely to fade off in the near future and the share price will fall back below $10.

Rendimenti per gli azionisti

ALLG.FUS Specialty RetailUS Mercato
7D-96.3%-1.6%2.2%
1Y-89.0%5.6%31.1%

Ritorno vs Industria: ALLG.F ha avuto una performance inferiore rispetto al US Specialty Retail che ha registrato un rendimento 5.6 % nell'ultimo anno.

Rendimento vs Mercato: ALLG.F ha avuto una performance inferiore al mercato US che ha registrato un rendimento 31.1 % nell'ultimo anno.

Volatilità dei prezzi

Is ALLG.F's price volatile compared to industry and market?
ALLG.F volatility
ALLG.F Average Weekly Movementn/a
Specialty Retail Industry Average Movement7.4%
Market Average Movement7.3%
10% most volatile stocks in US Market16.1%
10% least volatile stocks in US Market3.2%

Prezzo delle azioni stabile: Negli ultimi 3 mesi il prezzo delle azioni di ALLG.F è stato volatile rispetto al mercato US.

Volatilità nel tempo: Dati insufficienti per determinare la variazione della volatilità di ALLG.F nell'ultimo anno.

Informazioni sull'azienda

FondatoI dipendentiAMMINISTRATORE DELEGATOSito web
2013277Steven Salowww.allego.eu

Allego N.V. opera come società di ricarica per veicoli elettrici (EV). La rete pubblica dell'azienda offre l'accesso a veicoli elettrici, autobus e camionisti. Possiede e gestisce le porte di ricarica e fornisce servizi relativi ai veicoli elettrici, tra cui la progettazione del sito e il layout tecnico, l'autorizzazione e la fatturazione, le operazioni e la manutenzione per flotte e aziende, host di ricarica, OEM e comuni.

Allego N.V. Riepilogo dei fondamenti

Come si confrontano gli utili e i ricavi di Allego con la sua capitalizzazione di mercato?
ALLG.F statistiche fondamentali
Capitalizzazione di mercatoUS$300.67k
Utili (TTM)-US$51.95m
Ricavi(TTM)US$223.36m
0.0x
Rapporto P/S
0.0x
Rapporto P/E

ALLG.F è sopravvalutato?

Vedi Fair Value e analisi di valutazione

Utili e ricavi

Statistiche chiave sulla redditività dall'ultima relazione sugli utili (TTM)
ALLG.F Conto economico (TTM)
Ricavi€190.06m
Costo del fatturato€137.99m
Profitto lordo€52.07m
Altre spese€96.28m
Utili-€44.21m

Ultimi utili riportati

Dec 31, 2024

Prossima data di guadagno

n/a

Utile per azione (EPS)-0.16
Margine lordo27.40%
Margine di profitto netto-23.26%
Rapporto debito/patrimonio netto-522.9%

Come si è comportato ALLG.F nel lungo periodo?

Vedi performance storica e confronto

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/11 16:22
Prezzo dell'azione a fine giornata2026/05/08 00:00
Utili2024/12/31
Utili annuali2024/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Allego N.V. è coperta da 3 analisti. 0 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Richard TullisCapital One Securities, Inc.
Itay MichaeliCitigroup Inc
Gabriel DaoudTD Cowen