New Street Research - Liberty Global Plc Class C (LBTYK) New Street:Liberty Global (Buy, $41, +40%) UK Q3 details now out. Looking under the hood

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New Street Research

James Ratzer

New Street:Liberty Global (Buy, $41, +40%) UK Q3 details now out. Looking under the hood

Last night we got the Liberty Global release with VMO2 headlines – for the full Liberty Global details, see HERE. Now VMO2 has reported its results in more detail, so we can get under the skin of the underlying UK trends in more detail, and especially can compare them with BT’s results.

04/11/2021 5 EN

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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, $41, +40%) UK Q3 details now out. Looking under the hood

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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