Liberty Global Ltd: 1 director

A director at Liberty Global Ltd sold 25,000 shares at 13.184USD and the significance rating of the trade was 53/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly showing Close periods where trading activity is restricted under listing rules. The names of b...

Liberty Global (Neutral, $23, +8%) Record low service revenue trends a headwind to value creation

This is meant to be the quarter when the upcoming Sunrise spin should be attracting most attention and helping to crystallise value. However, we can't help but be distracted by a sharp deterioration in underlying service revenue trends as the impact of lapping lower inflation price rises and a sustained KPI loss is starting to catch up with Liberty Global.

Liberty Global (Neutral, $23, +16%) Sunrise CMD feedback and Liberty Global impact: Quick Take

The Sunrise CMD has just wrapped up – with the official spin-off from Liberty Global coming later this year. We provide our initial thoughts here on the new guidance, the valuation impact and the longer-term potential questions as the industry migrates towards higher-speed infrastructure

AMD post-3Q24 model update

Tele Columbus Model review post-earnings & management call

Earlier today, we published our review of TeleColumbus’ results. Following the earnings call and speaking with management, we now update our model and run through the changes to estimates in this note.

SCOTUS Takes Up Legal Challenge to USF but Bigger Existential Threat Looms

Late last week, the Supreme Court agreed to hear an appeal of 5th Circuit decision holding that the current Universal Service Framework is unconstitutional. In this note, we review the 5th Circuit decision, provide guidance on the likely Supreme Court outcome (and data points to watch along the way that might cause us to change our views), but also analyze other events that could be more even more disruptive to the current USF Framework.