New Street Research - Liberty Latin America Ltd (LILA) New Street: LILA (Buy, TP: $17, +25%) Liberty LA - Investor Call notes from Balan and Chris

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New Street Research

Soomit Datta

New Street: LILA (Buy, TP: $17, +25%) Liberty LA - Investor Call notes from Balan and Chris

We held an Investor Call earlier this week with Liberty LA CEO Balan Nair and CFO Chris Noyes. We touched on 1/ Deal flow, 2/ Subsea cable, 3/ Buy-backs as well as delving into, 4/ Key operational details.

12/11/2021 5 EN

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Liberty Latin America Ltd

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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.

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Pan European Telecom Services and Cable

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Analysts

Soomit Datta

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Liberty LA reported Q3s after close.

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Frontier Model Update

This note focuses on changes to the model following 1Q24 results. Earlier today, we published a review of results and comprehensive thoughts following the earnings call. The changes to estimates are minor. Our long-term thesis remains unchanged. Price target is $52.

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Jonathan Chaplin

Jonathan Chaplin

FYBR: quick thoughts following the call Part 2

We commented earlier on the implications of the delay in the analyst day. In this follow up, we cover: 1) the growth / margin trade-off; 2) fiber broadband ARPU growth; 3) SAC growth; 4) EBITDA growth; 5) fiber penetration; 6) ACP; 7) fiber net adds. We covered what we expect for the strategic review in our quick take on results this morning.

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Jonathan Chaplin

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FYBR quick thought following the call

In this quick note we touch on our thoughts around the delay in the analyst day. We will follow up shortly with further thoughts on operating and financial trends.

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New Street: LILA (Buy, TP: $17, +25%) Liberty LA - Investor Call notes from Balan and Chris

AMX US (Buy, TP: $27, +23%) LILA US (Buy, TP: $14 (from $15), +85%) AMX/LILA - Chile shareholder loans: Still no positive Equity value, AMX set to take control

LILA (Buy, TP: $15, +80%) Liberty LA - OK start, more to do through 2023

New Street: LILA (Buy, TP: $15, +80%) Wireless pressure in Puerto Rico builds, big FCF coming (and needed) in Q4

Frontier Model Update

FYBR: quick thoughts following the call Part 2

FYBR quick thought following the call

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