reports
- James Ratzer
Virgin Media O2: Deeper dive on the disappointing outlook Liberty Glo...
After the initial results out from Liberty Global last night, we get more detailed results this morning from VMO2, so we are able to further analyse the disappointing guidance given for VMO2 which implies a higher cost base than previously expected to support the current revenue trajectory. In this note, we dive deeper into the implications of this and what it means for Liberty Global and Telefonica.
Liberty Global Plc: 1 director
A director at Liberty Global Plc sold 31,200 shares at 16.196USD and the significance rating of the trade was 65/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clea...
- Ben Rickett
- James Ratzer
- James Ratzer
- James Ratzer
- James Ratzer
- Ben Rickett
- James Ratzer
- James Ratzer
New Street: Liberty Global (Buy, $33, +100%) Q3 lookahead: Extra buyb...
Looking ahead to Liberty Global’s Q3 results, we don’t expect any major operational surprises, but we think the bigger surprise could be the completion of the extra $400m buyback already, and a further increase in the buyback which could reach as high as 16% of share capital for 2022.
- James Ratzer
- Ben Rickett
- James Ratzer
- Ben Rickett
- James Ratzer
- Ben Rickett
- James Ratzer
- Russell Waller
LBTYA LIBERTY GLOBAL PLC CLASS A
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ATC ALTICE EUROPE NV CLASS A
TNET TELENET GROUP HOLDING NV
DTE DEUTSCHE TELEKOM AG
TIT TELECOM ITALIA S.P.A.
CLNX CELLNEX TELECOM S.A.
OBEL ORANGE BELGIUM SA
TEF TELEFONICA SA
ELISA ELISA
ORA ORANGE
TELIA TELIA COMPANY
VOD LN VODAFONE GROUP
BT BRITISH TELECOM
ILD EU ILIAD SA
- James Ratzer
New Street: Telenet (Buy, €37, +96%) Liberty Global (Buy, $37, +70%) ...
While a number of recommendations have gone our way this year, sadly Telenet hasn’t with a weak share price performance YTD, and in the last few days it has been especially disappointing since the auction outcome. We therefore revisit our Telenet thesis based on the recent news; the impact on Liberty Global and why a buy-in might now make more sense for Liberty Global.
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