New Street Research - Liberty Global plc Cl B (LBTYB) New Street: Liberty Global (BUY): Quick Take: Mixed emotions on muted Q4 buyback

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New Street Research

James Ratzer

New Street: Liberty Global (BUY): Quick Take: Mixed emotions on muted Q4 buyback

Liberty Global has this morning filed a new capital statement with UK Companies House, with an updated share count to 24 December 2020.

27/01/2021 2 EN

Underlying

Liberty Global plc Cl B

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GB00B8W67779 NASDAQ Stock Market United States

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New Street Research

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James Ratzer

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New Street: Liberty Global (BUY): Quick Take: Mixed emotions on muted Q4 buyback

New Street: Liberty Global (Buy, $33, +96%) Q3 22 - The Rise of a Mobile Company

New Street: Liberty Global (Buy, $33, +100%) Q3 lookahead: Extra buyback could be the surprise

New Street: European High Yield Telecoms Q1 22 update and rate sensitivity

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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