LIBERTY LATIN AMERICA LTD LILAK

April 05, 2020 - 11:58pm EST by

member

						2020	2021
Price:		9.27		EPS		0	0
Shares Out. (in M):		182		P/E		0	0
Market Cap (in $M):		1,683		P/FCF		0	0
Net Debt (in $M):		6,059		EBIT		0	0
TEV (in $M):		7,742		TEV/EBIT		0	0

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#	AUTHOR DATE SUBJECT
9	member 9/23/20 7:57PM My 2 CT
I agree with Greenshoes comments and will add that short interest increased by ~35% from July to August and will most likely be higher when posted for September. Average volume is over 80% higher since... login to read the rest 3 view available tags
7	member 9/23/20 2:46PM new low
Will investors ever like this stock again? With the rights offering behind the company, I'd expect stock to be performing better, yet it's hitting a new low. These are valuable and unique assets that should grow view available tags
6	member 8/08/20 8:33AM Re: Re: Re: Anyone following with view on results/rights offering today? 5
So I refereshed memory, att was 850 mil rev, at 30% ebitda margin that's 255 mil ebitda, they think 1x synergies in total, so maybe 300-350 mil ebitda by year 2? Assume 20% capex intensity... login to read the rest view available tags
5	member 8/07/20 2:54PM Re: Re: Anyone following with view on results/rights offering today? 4
isn't there also the issue that the mix is skewing increasingly towards mobile, where the results at CWC were much worse this quarter, albeit somewhat explained by Covid restrictions do you have an estimate of the... login to read the rest view available tags
3	member 8/06/20 2:10PM Anyone following with view on results/rights offering today?
This stock obviously is loved by VIC but apparently not the market. I thought results were very good under the circumstances and particularly if one is focused on FCF. I guess it's both the T... login to read the rest view available tags
2	member 4/10/20 1:01PM Re: FCF ramp? 1
Thanks for pointing out the financing separations How do you think about travel exposure for each of the systems - my thought is its low for Chile and Panama, low to medium for PR, and pretty... login to read the rest -1 view available tags
1	member 4/06/20 11:13AM FCF ramp?
LimitedDownside - thanks for posting, I was wondering if you could share your FCF projections for the next few years to understand how you think about the T/PR ramp as well what you think C&W ultimately 1 view available tags

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