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39	member 8/07/23 6:18PM Anyone have refined thoughts on this?
It looks like USM / TDS will be exploring alts for its business. Wide range of potential outcomes (Some saying $70+ a share for USM), but curious if anyone has any informed thoughts / push... login to read the rest view available tags
37	member 7/07/15 5:37PM Any updates here?
Looking back at this thread, it seems things are pretty much the same at TDS- USM doing better now but it's anyone's guess how long that will last. Supposedly they are going to sell the... login to read the rest view available tags
36	member 10/29/14 9:18PM ATNI
I apologize for hijacking a thread for different name, but I am too swamped/lazy to write up ATNI, and we have discussed ATNI on this thread. ATNI just reported tonight, and I would encourage others to... login to read the rest view available tags
34	member 6/20/14 4:32PM RE: RE: Question for Telecom-Asset-Pile Investors 33
MSLM, Thanks for your thoughts about ATNI mgmt. My research certainly supports the positive view. The basic story is mkt cap = $900mm; TEV = $500mm. The most valuable and easy-to-value asset is their wholesale wireless biz in... login to read the rest view available tags
32	member 6/19/14 4:36PM RE: Question for Telecom-Asset-Pile Investors 31
I covered the name during my banker days, great management team who gets capital allocation. They created a good chunk of value through the AT&T transaction. view available tags
31	member 6/19/14 4:02PM Question for Telecom-Asset-Pile Investors
Telecom Asset Pile Investors (TDS, AXX.TO, ENVE, STRP, etc.) Does anyone have an opinion on ATNI? Almost have of mkt cap in cash. Mgmt seems to be solid and shareholder friendly investors and they are slowly returning... login to read the rest view available tags
30	member 2/26/14 2:57PM TDS
Any current thoughts? view available tags
29	member 2/26/14 2:56PM TDS
view available tags
28	member 6/24/13 2:58PM RE: RE: RE: Anyone else like this ugly duckling? 27
I'm not completely current on mgmt / Board current outlook for buybacks and i dont have a view on spectrum values. that said, whenever i've met the team or seen them present, it's seemed like... login to read the rest view available tags
26	member 6/24/13 2:36PM RE: Anyone else like this ugly duckling? 25
for what it's worth, i have no view on USM but i struggle to get any upside with TDS. net of the USM stake, you're paying $200-250mmish for a really mediocre TD Telecom business which... login to read the rest view available tags
21	member 2/27/13 7:50AM Any upfate
After the unexpected aquisition do you still have the same opinion? view available tags
8	member 1/10/13 12:55PM USM and TDS
Hi, I used to be in this business. TDS has lower margins despite not paying rent on a large part of its towers because they need to payout roaming fees and don't receive them back much... login to read the rest view available tags
6	member 1/10/13 12:05PM RE: RE: RE: drop in Nnovember 5
hmmmm....i am not so sure-- the $25M reduction in operating income they announced is a 10% haircut to operating income. not so immaterial. plus, this reduction was made in the back half of the year, which means... login to read the rest view available tags

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			2018	2019
Price:	19.83	EPS	1.25	1.74
Shares Out. (in M):	135	P/E	15.4	11.1
Market Cap (in $M):	2,685	P/FCF	12.7	11.5
Net Debt (in $M):	1,978	EBIT	396	422
TEV (in $M):	4,663	TEV/EBIT	11.77	11.05

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