Report
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A small but interesting idea
What's new: a couple of clients have been encouraging us to explore Anterix. We finally found time to do a little work on it this week. Those of you that have an interest in small, unusual opportunities should look at it too. We don't actively cover the stock, and there is a lot we don't know, but if the conclusions that our cursory work has yielded hold, the upside could be quite significant.
Provider
New Street Research
Provided by our team of experienced analysts, our work is idea driven, based on independence of thought, sector expertise, and firmly focussed on fundamentals and valuation.
New Street Research is an independent, partner-owned, research firm specialising in equity and debt research. Our equity research embraces the following sectors:
- Pan European Telecom Services and Cable
- US Telecoms, Cable, Satellite and Towers
- Global Emerging Market Telecoms
- Japan Telecoms
- Asian Internet
- Pan European Healthcare
- Global healthcare thematic research
We provide debt research on:
- Pan European Telecom Services and Cable
Jonathan Chaplin
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