Report
David Barden
EUR 8666.00 For Business Accounts Only

Initiating on Brightspeed - A big fiber story, TLC required

Given the high level of investor interest in Brightspeed, we have ventured beyond our typical public equity focus to join the conversation around the nation’s largest private copper-fiber over-builder. Lately, we’ve joined many discussions about the feasibility of Verizon emerging as a Brightspeed (and/or Uniti) suitor, which we believe is a real possibility. As non-bondholders with limited access to non-public financial information, we are only sharing our projections and valuation framework based on our extensive work within the fiber industry, rather than formal recommendations within the capital stack.
Provider
New Street Research
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
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We provide debt research on:

  • Pan European Telecom Services and Cable


Analysts
David Barden

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