New Street: Liberty LA (LILA, TP: $18, +28%) Liberty LA - CFO Fireside chat; focus on Subsea and Buy Back
We hosted a Fireside chat with Chris Noyes, CFO of Liberty Latin America, yesterday. Focus was on Subsea monetisation (early days we think) and a potential Buy Back (from later this year, absent M&A, potentially) and we run the numbers on both: seeing 25% accretion to EFCF/share in 2024e.
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