New Street Research - Liberty Global plc Cl B (LBTYB) ... New Street: Liberty Global (Buy): Feedback from CFO analyst call

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New Street Research

James Ratzer

New Street: Liberty Global (Buy): Feedback from CFO analyst call

Liberty Global CFO, Charlie Bracken, just held his regular post-quarter results follow-on analyst Q&A call. The main focus of questioning was on Virgin Media and their new buyback.

09/11/2020 1 EN

Underlyings

Liberty Global plc Cl B

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GB00B8W67779 NASDAQ Stock Market United States

Liberty Global Plc Class A

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GB00B8W67662 NASDAQ Stock Market United States

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Analysts

James Ratzer

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New Street: Liberty Global (Buy): Feedback from CFO analyst call

Virgin Media O2: Deeper dive on the disappointing outlook Liberty Global (Buy, $27, +35%), Telefonica (Buy, €4.9, +36%)

Liberty Global Plc: 1 director

Liberty Global plc - June 2023 (LTM): Peer Snapshot

Bible 1Q24 – Foundries: leading-edge strong; Trailing-edge correction playing out.

VEON (Buy, TP: $40, +55%) Thoughts after the call

Reddit (RDDT, Neutral, $54 target) Data licensing tracking our base case after OpenAI deal

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