New Street Research - Altice France (SFR) (SFRFP) Altice France (Most Preferred) Cleansing statement, summary of latest offers, our take

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New Street Research

Russell Waller

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Altice France (Most Preferred) Cleansing statement, summary of latest offers, our take

Altice France has released a “Cleansing statement” detailing the latest offers made between Drahi and SteerCo. We summarize these offers in this report. It looks like the two parties are inching towards a deal.

15/11/2024 1 EN

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Altice France (SFR)

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Russell Waller

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Altice France (Most Preferred) Cleansing statement, summary of latest offers, our take

Altice France (Most Preferred) Updating Drahi net worth for recent newsflow and appraising the latest offer from Drahi to lenders

Altice France (Most Preferred) Altice International (Most Preferred) Sotheby's stake sale - Our take

Alphabet (GOOGL, Buy, $213 target) Forget Chrome, 3P payments are the heart of the issue

SATS: DBS merger breaks

3Q24 Broadband Trends: FWA capacity limits; FWA demand limits

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