New Street Research - FRONTIER COMMUNICATIONS PARENT INC (FYBR) FYBR Quick Hit: preliminary proxy yields some important insights

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New Street Research

Jonathan Chaplin

EUR 9106.00 For Business Accounts Only

FYBR Quick Hit: preliminary proxy yields some important insights

Frontier filed a preliminary proxy on Friday. We totally missed it amidst all the mayhem (sorry!). We haven’t had the time to review it thoroughly yet, but provide quick preliminary thoughts in this brief note.

30/09/2024 1 EN

Underlying

FRONTIER COMMUNICATIONS PARENT INC

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US35909D1090

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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:

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Pan European Telecom Services and Cable

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Analysts

Jonathan Chaplin

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FYBR Quick Hit: preliminary proxy yields some important insights

2Q24 Broadband Trends: Are fiber builds accelerating?

Verizon / Frontier: How much can Verizon pay

Transgene- TG4050 Advancing, New BT001 Data (TP EUR2.60 [3.20])

Rakuten (Reduce, ¥400, -56%) Rakuten selling a stake in Rakuten Card – highlights the extreme implied value of Mobile

Cityfibre and Hyperoptic Update from the latest accounts - material funding still needed

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