Report
James Ratzer

New Street: Liberty Global (Buy, $38, +46%) Was $40 Quick Take: Assessing the new "FTTP build" for Virgin Media - O2

After suggestions from Mike Fries a couple of months ago, and in advance of Liberty Global's full results after close tonight, Virgin Media-O2 has formally announced "an FTTP overlay" of its cable network alongside its maiden JV results.
Underlying
Liberty Global Plc Class A

Provider
New Street Research
New Street Research

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Analysts
James Ratzer

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