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Liberty LA (Buy, TP: $14.9, +85%) Feedback from call with CFO

We hosted a Zoom call with Liberty Latin America CFO, Chris Noyes, and Head of IR, Soomit Datta on Thursday last week. We talked about Hurricane Melissa, trends at CWC, Puerto Rico, Costa Rica, cost cutting and LLA’s capital allocation. The overall tone was measured but positive. Thoughts and feedback below
Underlying
Liberty Global plc LiLAC

Provider
New Street Research
New Street Research

Provided by our team of experienced analysts, our work is idea driven, based on independence of thought, sector expertise, and firmly focussed on fundamentals and valuation.

New Street Research is an independent, partner-owned, research firm specialising in equity and debt research. Our equity research embraces the following sectors:

  • Pan European Telecom Services and Cable
  • US Telecoms, Cable, Satellite and Towers
  • Global Emerging Market Telecoms
  • Japan Telecoms
  • Asian Internet
  • Pan European Healthcare
  • Global healthcare thematic research

We provide debt research on:

  • Pan European Telecom Services and Cable


Analysts
Chris Hoare

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