TalkTalk Feedback from CEO/ CFO meeting
We recently met the CEO and CFO of TalkTalk to catch up on latest developments now that the refinancing is finished. TalkTalk still faces a tough time ahead but we came away marginally more positive. In this note, we review feedback from the meeting and our latest thoughts on the current bond prices between the first and second lien.TalkPool AG is a Switzerland-based company that designs, implements and maintains mobile and fixed-line telecommunication networks, as well as networks and product solutions for the Internet of Things (IoT). It delivers a comprehensive range of network design, engineering, implementation and managed services designs for telecommunications operators, system vendors and contractors. The Company also develops monitoring systems in buildings with real time applications for building owners and occupants. It operates in approximately 15 countries, such as Switzerland, Germany, Sweden, the United States, Mexico, Haiti, Kenya, Tanzania, Zimbabwe, Uganda, Mauritius, Zambia, Botswana, Pakistan and Saudi Arabia. The Company operates through a global partnership of joint ventures and franchises.
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
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