Search result for chtr
Nothing found
|
COMPANY
AUTHOR
PUBLISHED DATE
|
|---|
Nothing found
|
IDEA
AUTHOR
PUBLISH DATE
KEYWORDS IN DESCRIPTION
|
|---|
|
10/19/2024
...elf is undervalued. LLYVK Discount: The recent CHTR/LBRDK deal is a big deal and I think presages a lot of changes to come in the Malone empire.
|
|
10/17/2024
...e are many moving parts to the thesis, we believe CHTR stands as an opportunity with ample risk reward....ld wane. Fiber remains a persistent competitor to CHTR; however, the narrative is too focused on where the final overlap with CHTR’s footprint will be....n the wrong place—what truly matters is whether CHTR can compete effectively against fiber and maintain a rational competitive footprint....re taking pricing—public disclosures below show CHTR and fiber players still taking price, despite the increasing penetration from overbuilders and incremental pressure from FWA....ional competition between cable and overbuilders. CHTR is not seeing a drastic loss and in its locations, both CHTR and the fiber player are continuing to raise prices together....very believable that a customer would remain with CHTR to save on their phone line with such discounts....unts. These prices cannot be found anywhere else. CHTR’s mobile penetration among its broadband subscribers reached 15....OI, and we\'ll do it there.” – Chris Winfrey, CHTR CEO 5/18/23 “We really like the MVNO strategy we have…take it from [Verizon’s] side…This is an important source of revenue growth for them.... pace of penetration to continue accelerating and CHTR’s subscriber footprint to become more and more defensible over time as adoption continues to spread to the remainder of their broadband subscriber base.
|
|
LIBERTY BROADBAND CORP LBRDA
10/14/2024
...ing company for shares of Charter Communications (CHTR) - it\'s been written up a few times on VIC in the past, generally as a discounted way to play CHTR, as LBRDA/K shares have historically traded at a 15-40% discount to NAV....t to reduce the (modest) margin debt held against CHTR shares....he structure: Charter had initially offered 0.228 CHTR shares per Liberty Broadband share, plus whatever proceeds Liberty could get from GCI in a sale or spin (Charter also indicated openness to including GCI in the deal)....o require a short diligence period on GCI, though CHTR should be familiar with the asset....board member, and a long positive history between CHTR’s current and former CEOs (CHTR management often presents at Liberty investor events)....implied 18% discount to NAV: $78.56 vs $84.50 for CHTR shares (net) and $11 for GCI (net of GCI debt) = $95....ssumes a full dollar hedge against the underlying CHTR shares.
|
|
BCE INC BCE.PR.L
S
07/29/2024
...5. For context, BCE’s U.S. peers (VZ, T, CMCSA, CHTR) trade for 6-6.
|
|
AUTHOR
SUBJECT
THREAD
|
|---|
|
...mpetitive position relative to alternatives. But, CHTR seems interesting here....d over in the recent interview with David Faber). Chtr management has proven bold and innovative.
|
|
... Care REIT, Inc. Real Estate $18.41 38 $20.16 60% CHTR Charter Communications, Inc....ples Bancorp Inc. Financials $35.83 77 $42.71 43% CHTR Charter Communications, Inc.
|
|
...K Expand Energy Corporation Energy $0.00 75 $0.00 CHTR Charter Communications, Inc.
|
|
|
|
...Sure - bit of a moving target with CHTR price, but just using pre-Monday open w CHTR at $326: For GCI, at 7x EBITDA of $365m = $2.55B enterprise ...or $10.80 per share (using 143m shares) 45.57m CHTR shares (per Sep 13D) x $326 = $14....3D) x $326 = $14.85B value + $82m cash (PF for Q3 CHTR share sales) - $2.... which average out of the money, given decline in CHTR price.
|
|
...ind your NAV calculation: “$78.56 vs $84.50 for CHTR shares (net) and $11 for GCI (net of GCI debt) = $95.
|
|
...al Holdings, Inc. Financials $50.92 86 90% $59.53 CHTR Charter Communications, Inc.
|
|
...was that it was reflexive - trading down with VZ, CHTR, etc.
|
|
MARATHON DIGITAL HOLDNGS INC MARA
S
...8 PYPL PayPal Holdings, Inc. Financials $58.60 88 CHTR Charter Communications, Inc.
|
|
...$37.68 93 TALO Talos Energy Inc. Energy $10.74 93 CHTR Charter Communications, Inc.
|
|
...ntrust Financial Corporation Financials $95.43 93 CHTR Charter Communications, Inc.
|
|
... WOW shouldn\'t trade at a small 0.5x discount to CHTR it should trade at a 1.
|
|
...ay because the business is riskier because of fwa CHTR comp: 6....ed return for WOW should be higher than it is for CHTR Just a bit confused why everyone seems high conviction WOW is worth much more than 5x.
|
|
...giant Travel Company Industrials $48.10 94 $57.86 CHTR Charter Communications, Inc.
|
|
... Investment Corp. Financials $12.96 94 96% $15.82 CHTR Charter Communications, Inc.
|
|
...ocity Financial, Inc. Financials $18.00 93 $21.90 CHTR Charter Communications, Inc.
|
|
...tion, and compounding the problems, both CABO and CHTR have very weak CEOs imo.
|
|
...and raising prices against low debt and high FCF. CHTR and others are losing subs, cutting prices to hold on for dear life, against high debt and low FCF.
|