New Street Research - Liberty Global plc Cl B (LBTYB) ... New Street: Liberty Global (Buy): Feedback from Virgin Media CEO meeting

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New Street Research

James Ratzer

New Street: Liberty Global (Buy): Feedback from Virgin Media CEO meeting

We hosted Lutz Schüler, Virgin Media CEO, yesterday afternoon and were encouraged by his comments on the business and the UK fixed market more broadly.

25/11/2020 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

Liberty Global Plc Class C

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GB00B8W67B19 NASDAQ Stock Market United States

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James Ratzer

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New Street: Liberty Global (Buy): Feedback from Virgin Media CEO meeting

Liberty Global (Neutral) Q1 24 - The challenge of subscriber momentum

Liberty Global (Neutral) Q1 24 - The challenge of subscriber momentum

FTTF Conference Summary: Top Ten Takeaways

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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