Search result for chtr
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BCE INC BCE.PR.L
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07/29/2024
...5. For context, BCE’s U.S. peers (VZ, T, CMCSA, CHTR) trade for 6-6.
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...al Holdings, Inc. Financials $50.92 86 90% $59.53 CHTR Charter Communications, Inc.
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...was that it was reflexive - trading down with VZ, CHTR, etc.
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MARATHON DIGITAL HOLDNGS INC MARA
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...8 PYPL PayPal Holdings, Inc. Financials $58.60 88 CHTR Charter Communications, Inc.
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...$37.68 93 TALO Talos Energy Inc. Energy $10.74 93 CHTR Charter Communications, Inc.
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...ntrust Financial Corporation Financials $95.43 93 CHTR Charter Communications, Inc.
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... WOW shouldn\'t trade at a small 0.5x discount to CHTR it should trade at a 1.
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...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.
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...giant Travel Company Industrials $48.10 94 $57.86 CHTR Charter Communications, Inc.
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... Investment Corp. Financials $12.96 94 96% $15.82 CHTR Charter Communications, Inc.
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...ocity Financial, Inc. Financials $18.00 93 $21.90 CHTR Charter Communications, Inc.
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...tion, and compounding the problems, both CABO and CHTR have very weak CEOs imo.
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...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.
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...personally, if for some reason CHTR/CMCSA could merge i would guess the industry has collapsed. seems very very
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...cally, CABO and Cox. 6 years ago when I first bot CHTR, I had assumed that Cox would be Malone\'d by now....would be Malone\'d by now. I would still bet that CHTR and CMCSA cable get together some time over the next 20 years during a republican administration after Brian Roberts get a little older.
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...e subs so at 35% penetration vs. peers like CMCSA/CHTR who are 55% penetrated because they have been heavy in value programs, maybe CABO\'s plan isn\'t as defensive as it first appears? just a thought.
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...nd it does seem they get a bit of premium vs. say CHTR, but the headline figure needs some untangling (Moffett even gets hot and bothered over this and i would think they know the data as well as anyone).
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...-20% ebitda risk). I was getting to $70 by taking CHTR at $65, assuming a 10% double play discount (video @ $100 arpu) and then un-allocating the discount to get to $71 (ties roughly to your $8)....ies roughly to your $8). Using less round numbers CHTR is at $67 today so this should be $73, but that’s still -16% ebitda risk 1b) Agree there is an interaction between the lower penetration and the higher arpu.
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... is it possible comparing ARPU comp with CABO and CHTR/CMCSA is misleading? my understanding is with less video product to allocate (ie no bundle discount) that pushes up CABO ARPU about $8 per month vs....ever gone down market with value subscribers like CHTR/CMCSA, which would mean a higher ARPU mix vs....rs (makes sense given CABO penetration at 36% vs. CHTR/CMCSA at 55%, and given price points CABO offers)....  3) is it fair to compare CABO opex per sub to CHTR? my understanding is that lower opex per sub is why they started exiting video 8+ years ago....ot to mention no wireless business for CABO which CHTR has in spades....y know as scale really matters in this biz, which CHTR has and CABO has a rural footprint which can be tougher/more expensive to service.
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... here. However, since these investments were made CHTR went from trading at 12x to 6.... at 15.5x ebitda? If they marked it at 6.5x where CHTR trades, they would impair $1b of that $1.
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... revenue growth wouldn’t be that different than CHTR at +2%.... people think these guys are worse operators than CHTR with an MNVO and competiton on the come and should trade at a discount, which they do when you adjust for the JVs....esn’t have offsetting MNVO growth. For example, CHTR video + voice + mobile revenue is declining at -2% or so, vs.
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...ences, the argument for a higher CABO multiple vs CHTR/other comps is that CABO will have de minimis legacy video/voice EBITDA in 3 years, while these declining revs segments will remain headwinds far longer for everybody else in the industry.
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...What
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...reat for prospective buyers. The Flaccometer on CHTR/Maffei is pinned to \"bum\" and anyone who still owns the stock throws up in their mouth every they talk about it.
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