New Street Research - CityFibre Refinancing update - A significant pivot to increased rationality

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New Street Research

James Ratzer

EUR 8767.00 For Business Accounts Only

CityFibre Refinancing update - A significant pivot to increased rationality

We recently caught up with Cityfibre management to hear their latest thoughts on the business outlook and to revisit the latest news on the refinancing, especially given the recent press story that the shareholders might be willing to put in a further £500m of new capital.

10/03/2025 1 EN

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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
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Pan European Telecom Services and Cable

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Analysts

James Ratzer

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CityFibre Refinancing update - A significant pivot to increased rationality

CHTR: quick thoughts following the 1Q25 call

Mobileye 1Q25: legacy business healing, SuperVision adoption slow, important win with Uber. Buy, $20 TP.

Google 1Q25: Compute is king and calls for a re-platforming

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