COMPANY
Orange
ORA:FP
Primary coverage by Russell Waller
Research
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Orange CMD: New EFCF guide justifies a Buy – more to come tooFebruary 19, 2026 — Russell Waller
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Orange Q4 25: Set-up nicely ahead of tomorrow’s CMD – repair now 8% in the Ora priceFebruary 18, 2026 — Russell Waller
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Be careful what you wish for: Digi as a remedy taker in Spain – also, what would it mean for Portugal/Belgium, Altice, NOS and othersJanuary 23, 2026 — Russell Waller
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French M&A: Negotiations for SFR ongoing – due diligence now happeningJanuary 22, 2026 — Russell Waller
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Sub-Saharan African Telecoms - Another great quarter, upgrade AAF, MTN, Vodacom; Q3 25 reviewJanuary 21, 2026 — Chris Hoare
Events
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Oct
2CommunicationsOctober 2, 2024 — VirtualHosted by James Ratzer, Russell Waller and Ben RickettWatch Replay -
Feb
3CommunicationsFebruary 3, 2023Hosted by Jonathan Chaplin, James Ratzer and Russell WallerWatch Replay -
Jan
9CommunicationsJanuary 9, 2023Hosted by Jonathan Chaplin, Blair Levin, James Ratzer, Russell Waller, Chris Hoare and Soomit DattaWatch Replay
