New Street Research - Liberty Global Plc Class C (LBTYK) Liberty Global The end of the cash pile?

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New Street Research

James Ratzer

EUR 9190.00 For Business Accounts Only

Liberty Global The end of the cash pile?

We have already written earlier on the Liberty Global results and a deeper dive on the VMO2 guidance. In this note we now write specifically on the 5 new strategic announcements made and why this could imply the end of Liberty Global’s excess cash pile. We show full modelling of the "New Liberty Global" in this note.

16/02/2024 1 EN

Underlying

Liberty Global Plc Class C

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GB00B8W67B19 NASDAQ Stock Market United States

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New Street Research

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Analysts

James Ratzer

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Liberty Global The end of the cash pile?

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

Chinese AI ramp, Nvidia preview, WFE recovery, Cisco stabilization, Arm XPU initiative, and more. The Tech Weekly Wrap-up

NSR Policy: ACP and Spectrum: Update on Lowering Prospects for Legislative Relief

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

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