| Liberty Global: Q1 Deep Dive, Still A Deep Value Play |
Liberty Global's SOTP valuation offers a deep-value play, with gradual unlocking via buybacks. VMO2 and VodafoneZiggo face competitive challenges; VMO2 contributes significant dividends, while VodafoneZiggo's turnaround plan remains uncertain. Telenet's high CapEx impacts short-term FCF, but improvements are expected by 2026; Liberty Growth's portfolio is valued at $3.3 billion. |
seekingalpha.com |
2025-05-06 10:40:24 |
Czytaj oryginał (ang.) |
| Liberty Global Ltd. (LBTYA) Q1 2025 Earnings Call Transcript |
Liberty Global Ltd. (NASDAQ:LBTYA ) Q1 2025 Earnings Conference Call May 2, 2025 8:30 AM ET Company Participants Mike Fries - Chief Executive Officer Charlie Bracken - Executive Vice President & Chief Financial Officer Lutz Schüler - Chief Executive Officer-Virgin Media Stephen van Rooyen - Chief Executive Officer, VodafoneZiggo Enrique Rodriguez - Executive Vice President & Chief Technology Officer Conference Call Participants Carl Murdock-Smith - Citigroup Robert Grindle - Deutsche Bank Polo Tang - UBS Steve Malcolm - Redburn Joshua Mills - BNP Paribas Ulrich Rathe - Bernstein Societe Generale Group Matthew Harrigan - Benchmark Company David Wright - Bank of America James Ratzer - New Street Research Operator Good morning, ladies and gentlemen, and thank you for standing by. |
seekingalpha.com |
2025-05-02 16:12:16 |
Czytaj oryginał (ang.) |
| Liberty Global: Making Sense Of The Valuation |
Liberty Global's management suggests a $25+ SOTP valuation, but the market values it at $10.5, indicating a disparity in perspectives. Structural separation of debt and rise of "Liberty Services" shift value to HoldCo, while lowering risks. Capex cycles are peaking, with Belgium set for meaningful FCF uplift by 2026. |
seekingalpha.com |
2025-04-15 10:51:22 |
Czytaj oryginał (ang.) |
| Liberty Global eyes Vodafone's Dutch joint venture stake, Bloomberg News reports |
Liberty Global has approached Britain's Vodafone for a possible acquisition of its stake in the companies' Dutch joint venture VodafoneZiggo, Bloomberg News reported on Friday, citing people familiar with the matter. |
reuters.com |
2025-03-14 09:59:40 |
Czytaj oryginał (ang.) |
| Liberty Global: Undervalued With Great Free Cash Flow |
Liberty Global's diversified business and strategic investments in growth assets drive consistent free cash flows and a strong balance sheet. Management's creative strategies, including smart buybacks and M&A moves, demonstrate alignment with shareholder interests and potential for unlocking value. Smart capex financing maximizes free cash flow and improves liquidity. |
seekingalpha.com |
2025-03-03 03:53:07 |
Czytaj oryginał (ang.) |
| Liberty Global Ltd. (LBTYA) Q4 2024 Earnings Call Transcript |
Liberty Global Ltd. (NASDAQ:LBTYA ) Q4 2024 Earnings Conference Call February 19, 2025 9:00 AM ET Company Participants Mike Fries – Chief Executive Officer Charlie Bracken – Executive Vice President and Chief Financial Officer Lutz Schüler – Chief Executive Officer-Virgin Media Conference Call Participants Steve Malcolm – Redburn Joshua Mills – BNP Paribas Carl Murdock-Smith – Citigroup Matthew Harrigan – the Benchmark Company Ulrich Rathe – Bernstein Societe Generale Group David Wright – Bank of America James Ratzer – New Street Research Operator Good morning, ladies and gentlemen, and thank you for standing by. |
seekingalpha.com |
2025-02-19 16:43:51 |
Czytaj oryginał (ang.) |
| Liberty Global CEO Mike Fries on telecom and media landscape, future of internet |
Liberty Global CEO Mike Fries joins 'Squawk Box' to discuss European CEO sentiment at Davos, future of company, state of 5G and broadband adoption, media landscape in Europe, future of Formula E, M&A outlook under the new Trump administration, and more. |
youtube.com |
2025-01-23 12:30:43 |
Czytaj oryginał (ang.) |
| Billionaire Seth Klarman Has 42.8% of His Hedge Fund's $3.5 Billion Equities Portfolio Invested in Just 3 Stocks |
Like many of the investing greats, Seth Klarman takes a value approach, in which he tries to find stocks and other assets trading below their intrinsic value and buy them at a discount. Klarman is a firm believer in the lessons taught by Benjamin Graham, who is widely considered the father of value investing. |
fool.com |
2024-12-23 11:00:00 |
Czytaj oryginał (ang.) |
| Liberty Global: Final Look Before The Spin-Off, Sunrise's High Dividends Vs. RemainCo's High Potential |
Liberty Global is spinning-off the Sunrise shares, that should unlock $10+ value per share. RemainCo is deeply undervalued but facing challenges of highly leveraged assets during the high-capex cycle focused on fiber and 5G to drive long-term returns. Once the Capex cycle is over, these assets have the potential to generate over $1 billion in annual FCF for Liberty Global, driving a huge upside in the share price. |
seekingalpha.com |
2024-11-02 09:07:40 |
Czytaj oryginał (ang.) |
| Liberty Global Ltd. (LBTYA) Q3 2024 Earnings Call Transcript |
Liberty Global Ltd. (NASDAQ:LBTYA ) Q3 2024 Earnings Conference Call October 30, 2024 9:00 AM ET Company Participants Mike Fries - CEO Charlie Bracken - EVP and CFO Lutz Schüler - CEO, Virgin Media Stephen van Rooyen - CEO, VodafoneZiggo André Krause - CEO, Sunrise Conference Call Participants Robert Grindle - Deutsche Bank Maurice Patrick - Barclays Joshua Mills - BNP Paribas Steve Malcolm - Redburn Ulrich Rathe - Bernstein Societe Generale Group James Ratzer - New Street Research Dhruva Shah - UBS Operator Good morning, ladies and gentlemen and thank you for standing by. |
seekingalpha.com |
2024-10-30 20:17:09 |
Czytaj oryginał (ang.) |
| Liberty Global: Here Is Why The Recent Rise In Share Price Is Just The Beginning |
Liberty Global shares are clearly undervalued based on SOTP value by about 50%. Understanding John Malone's financial engineering is key to the investment thesis. Management is unlocking the value with the coming Sunrise spin-off and the ongoing buyback program. The risks of high leverage are well managed by shielding the holding from the debt of its subsidiaries, making Liberty Global essentially debt-free with 50% of Market Cap in cash. |
seekingalpha.com |
2024-09-30 09:55:25 |
Czytaj oryginał (ang.) |
| Liberty Global to complete Sunrise spin-off in Q4 |
Liberty Global will spin off its Swiss telecoms operator Sunrise to shareholders in the fourth quarter of 2024, it said on Monday. |
reuters.com |
2024-09-09 11:13:01 |
Czytaj oryginał (ang.) |
| Exclusive: Liberty Global weighs stake sale in Swiss telecom unit Sunrise, sources say |
Liberty Global has explored selling a stake in its Swiss telecoms operator Sunrise ahead of a planned spin-off later this year, three people familiar with the matter told Reuters. |
reuters.com |
2024-07-05 14:55:50 |
Czytaj oryginał (ang.) |
| Panagora Asset Management Inc. Takes Position in Liberty Global Ltd. (NASDAQ:LBTYK) |
Panagora Asset Management Inc. acquired a new position in Liberty Global Ltd. (NASDAQ:LBTYK – Free Report) in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm acquired 178,432 shares of the company’s stock, valued at approximately $3,326,000. Several other hedge funds also recently modified their holdings of the business. Charles Schwab Investment Management Inc. boosted its holdings in Liberty Global by 62.0% during the third quarter. Charles Schwab Investment Management Inc. now owns 3,122,777 shares of the company’s stock worth $57,959,000 after buying an additional 1,195,569 shares during the last quarter. Envestnet Asset Management Inc. grew its holdings in Liberty Global by 78.8% during the third quarter. Envestnet Asset Management Inc. now owns 2,076,121 shares of the company’s stock valued at $38,533,000 after purchasing an additional 914,844 shares during the period. ACR Alpine Capital Research LLC increased its stake in Liberty Global by 1.6% in the third quarter. ACR Alpine Capital Research LLC now owns 10,620,709 shares of the company’s stock valued at $197,120,000 after purchasing an additional 164,880 shares in the last quarter. MEAG MUNICH ERGO Kapitalanlagegesellschaft mbH acquired a new stake in Liberty Global in the fourth quarter worth $2,880,000. Finally, Artisan Partners Limited Partnership boosted its position in shares of Liberty Global by 1.5% during the third quarter. Artisan Partners Limited Partnership now owns 8,333,484 shares of the company’s stock worth $154,669,000 after purchasing an additional 120,803 shares in the last quarter. Institutional investors own 46.10% of the company’s stock. Insider Activity at Liberty Global In related news, CAO Jason Waldron sold 11,226 shares of the stock in a transaction on Tuesday, February 27th. The stock was sold at an average price of $19.29, for a total value of $216,549.54. Following the completion of the sale, the chief accounting officer now directly owns 70,666 shares in the company, valued at $1,363,147.14. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. In other news, Director J David Wargo sold 30,000 shares of the stock in a transaction on Monday, April 15th. The shares were sold at an average price of $17.35, for a total transaction of $520,500.00. Following the completion of the sale, the director now directly owns 159,632 shares in the company, valued at $2,769,615.20. The transaction was disclosed in a filing with the SEC, which is available at this link. Also, CAO Jason Waldron sold 11,226 shares of the business’s stock in a transaction on Tuesday, February 27th. The shares were sold at an average price of $19.29, for a total transaction of $216,549.54. Following the completion of the transaction, the chief accounting officer now owns 70,666 shares in the company, valued at approximately $1,363,147.14. The disclosure for this sale can be found here. Insiders sold a total of 113,629 shares of company stock worth $2,046,783 in the last quarter. 9.86% of the stock is owned by insiders. Liberty Global Price Performance Shares of NASDAQ:LBTYK opened at $18.06 on Monday. The company’s 50 day simple moving average is $17.41 and its 200 day simple moving average is $18.15. The company has a debt-to-equity ratio of 0.80, a current ratio of 1.28 and a quick ratio of 1.28. Liberty Global Ltd. has a 1 year low of $16.26 and a 1 year high of $21.83. Liberty Global (NASDAQ:LBTYK – Get Free Report) last released its earnings results on Wednesday, May 1st. The company reported $1.32 earnings per share (EPS) for the quarter. The firm had revenue of $1.95 billion for the quarter. Liberty Global had a negative return on equity of 14.07% and a negative net margin of 37.27%. Analyst Upgrades and Downgrades A number of brokerages recently weighed in on LBTYK. TheStreet raised shares of Liberty Global from a “d+” rating to a “c-” rating in a research note on Wednesday, January 24th. StockNews.com raised Liberty Global from a “sell” rating to a “hold” rating in a research report on Monday, May 13th. Get Our Latest Stock Analysis on Liberty Global About Liberty Global (Free Report) Liberty Global Ltd., together with its subsidiaries, provides broadband internet, video, fixed-line telephony, and mobile communications services to residential and business customers. It offers value-added broadband services, such as WiFi features, security, anti-virus, firewall, spam protection, smart home services, online storage solutions, and web spaces; and Connect Box that delivers in-home Wi-Fi service. |
https://www.defenseworld.net |
2024-05-20 11:20:53 |
Czytaj oryginał (ang.) |
| Liberty Global Ltd (LBTYA) Q1 2024 Earnings Call Transcript |
Liberty Global Ltd (NASDAQ:LBTYA ) Q1 2024 Results Conference Call May 2, 2024 9:00 AM ET Company Participants Michael Fries - Vice Chairman, President & CEO Charles Bracken - Executive VP & CFO Ritchy Drost - Chief Financial Officer Lutz Schu¨ler - Chief Executive Officer Conference Call Participants Joshua Mills - BNP Paribas Maurice Patrick - Barclays Ulrich Rathe - Bernstein Societe Generale Group Robert Grindle - Deutsche Bank Steve Malcolm - Redburn Atlantic Matthew Harrigan - the Benchmark Company Carl Murdock-Smith - Berenberg Operator Good morning, ladies and gentlemen, and thank you for standing by. Welcome to Liberty Global's First Quarter 2024 Investor Call. |
seekingalpha.com |
2024-05-02 23:03:11 |
Czytaj oryginał (ang.) |
| Liberty Global: The Sunrise Spinoff Should Unlock Value |
Management claims a large discrepancy between the value of their assets of $48 a share and the share price of $16.7. Liberty Global releases 4Q2023 results, announcing a plan for Swiss Sunrise spin-off, which should bring $7.7 - $13.7 per share value to shareholders. The share price of Liberty Global has halved since 2017 despite large share buybacks of 60%. Liberty Global will continue its share buyback with 10% for this year. |
seekingalpha.com |
2024-04-03 12:49:43 |
Czytaj oryginał (ang.) |
| 3 Loved Stocks That Hedge Funds Are Buying in Bulk |
The latest 13F regulatory filings that disclose the buying and selling of stocks among hedge funds have recently been released. As is always the case, the filings reveal some interesting moves among the world's best investors. |
investorplace.com |
2024-02-26 16:35:24 |
Czytaj oryginał (ang.) |
| Liberty Global to spin off Swiss telecom unit Sunrise |
Liberty Global said on Friday it aimed to spin off its Swiss telecom unit Sunrise to shareholders later this year. |
reuters.com |
2024-02-16 11:41:33 |
Czytaj oryginał (ang.) |
| RedBird IMI to Acquire Global Production Company All3Media |
Transaction with Warner Bros. Discovery and Liberty Global, Valued at £1.15 Billion, is RedBird IMI's Largest Investment To-Date Transaction with Warner Bros. Discovery and Liberty Global, Valued at £1.15 Billion, is RedBird IMI's Largest Investment To-Date |
globenewswire.com |
2024-02-16 10:40:00 |
Czytaj oryginał (ang.) |
| Liberty Global: European Telecoms Assets On Sale |
Liberty Global shares have had a relatively subdued past 12 months, underperforming U.S. telecoms peers in the process. Liberty's European telecoms businesses are facing a tough operating environment, shedding fixed-line subscribers while inflation weighs on margins. These shares look deeply undervalued on a rough sum-of-the-parts basis, with the market's implied multiple for the telecoms businesses representing a noticeable discount to comparable peers. |
seekingalpha.com |
2024-01-24 02:11:00 |
Czytaj oryginał (ang.) |
| Liberty Global: A Bargain For Patient Investors |
Liberty Global's price rises will kick-in in the second half of the year. Share buybacks are accelerating and extremely accretive at current prices. The share prices can return a 30% CAGR (or much more) to patient investors. |
seekingalpha.com |
2023-10-03 08:07:31 |
Czytaj oryginał (ang.) |
| Liberty Global and Infosys Expand Strategic Collaboration to Bring AI-Powered Digital Entertainment to Customers Worldwide and Drive Significant Efficiencies on Technology Costs |
LONDON and DENVER, Colo. , Aug. 15, 2023 /PRNewswire/ -- Liberty Global plc ('Liberty Global') (NASDAQ: LBTYA), (NASDAQ: LBTYB) (NASDAQ: LBTYK), one of the world's leading converged video, broadband and communications companies, and Infosys (NSE: INFY), (BSE: INFY), (NYSE: INFY), a global leader in next-generation digital services and consulting, today announced that they have expanded their collaboration to evolve and scale Liberty Global's cutting-edge digital entertainment and connectivity platforms. |
prnewswire.com |
2023-08-15 07:18:00 |
Czytaj oryginał (ang.) |
| Liberty Global plc (LBTYA) Q2 2023 Earnings Call Transcript |
Liberty Global plc (NASDAQ:LBTYA ) Q2 2023 Earnings Conference Call July 25, 2023 9:00 AM ET Company Participants Mike Fries - Chief Executive Officer Charlie Bracken - Executive Vice President and Chief Financial Officer Lutz Schüler - Chief Executive Officer, Virgin Media André Krause - Chief Executive Officer, Sunrise Ritchy Drost - CFO of VodafoneZiggo Conference Call Participants Robert Grindle - Deutsche Bank Carl Murdock-Smith - Berenberg Ulrich Rathe - Societe General Yemi Falana - Goldman Sachs Polo Tang - UBS Matthew Harrigan - The Benchmark Company James Ratzer - New Street Research Georgios Ierodiaconou - Citigroup Nick Delfas - Redburn David Wright - Bank of America Merrill Lynch Operator Good morning, ladies and gentlemen, and thank you for standing by. Welcome to Liberty Global's Second Quarter 2023 Investor Call. |
seekingalpha.com |
2023-07-25 18:47:07 |
Czytaj oryginał (ang.) |
| Liberty Global Reports Q2 2023 Results |
Improved sequential Adj. EBITDA performance across FMC Champions, broadly stable aggregate1 connectivity despite price rise announcements. Proposal to redomicile to Bermuda approved by a shareholders, completion expected in Q4 this year. |
businesswire.com |
2023-07-24 20:15:00 |
Czytaj oryginał (ang.) |
| Liberty Global and Warner Bros Discovery owners weigh deal for All3Media -sources |
The owners of All3Media (ALLMD.UL), Britain's largest independent TV production company, are exploring options that include cashing out on their joint venture in a deal worth more than 1 billion pounds ($1.26 billion), three people familiar with the matter said. |
reuters.com |
2023-05-31 20:47:57 |
Czytaj oryginał (ang.) |
| Liberty Global plc (LBTYA) Q1 2023 Earnings Call Transcript |
Liberty Global plc (NASDAQ:LBTYA ) Q1 2023 Earnings Conference Call May 10, 2023 9:00 AM ET Company Participants Mike Fries - Chief Executive Officer Charlie Bracken - Executive Vice President and Chief Financial Officer Jeroen Hoencamp - Chief Executive Officer, VodafoneZiggo Lutz Schüler - Chief Executive Officer, Virgin Media André Krause - Chief Executive Officer, Sunrise Conference Call Participants Robert Grindle - Deutsche Bank James Ratcliffe - Evercore ISI Ulrich Rathe - Societe Generale Polo Tang - UBS James Ratzer - New Street Research Steve Malcolm - Redburn Matthew Harrigan - The Benchmark Company Maurice Patrick - Barclays David Wright - Bank of America Carl Murdock-Smith - Berenberg Georgios Ierodiaconou - Citigroup Operator Good morning, ladies and gentlemen and thank you for standing by. Welcome to Liberty Global's First Quarter 2023 Investor Call. |
seekingalpha.com |
2023-05-10 17:13:10 |
Czytaj oryginał (ang.) |
| Liberty Global Schedules Investor Call for First Quarter 2023 Results |
DENVER, Colorado--(BUSINESS WIRE)--Liberty Global plc (“Liberty Global” or the “Company”) (NASDAQ: LBTYA, LBTYB and LBTYK) today announced plans to release its first quarter 2023 results on Tuesday, May 9, 2023. You are invited to join in its Investor Call, which will begin the following day at 09:00 a.m. (Eastern Time) on Wednesday, May 10, 2023. During the call, management will discuss the Company’s results, and may provide other forward-looking information. A listen-only webcast, along with a summary investor presentation, can be found on the Liberty Global website at https://www.libertyglobal.com/investors/investor-news/year/all/brand/presentations-events/. The webcast will be archived in the Investor Relations section of the Company’s website for at least 75 days. ABOUT LIBERTY GLOBAL Liberty Global (NASDAQ: LBTYA, LBTYB and LBTYK) is a world leader in converged broadband, video and mobile communications services. We deliver next-generation products through advanced fiber and 5G networks, and currently provide over 86 million connections* across Europe and the United Kingdom. Our businesses operate under some of the best-known consumer brands, including Virgin Media-O2 in the U.K., VodafoneZiggo in The Netherlands, Telenet in Belgium, Sunrise in Switzerland, Virgin Media in Ireland and UPC in Slovakia. Through our substantial scale and commitment to innovation, we are building Tomorrow’s Connections Today, investing in the infrastructure and platforms that empower our customers to make the most of the digital revolution, while deploying the advanced technologies that nations and economies need to thrive. Our consolidated businesses generate annual revenue of more than $7 billion, while the VMO2 JV and VodafoneZiggo JV generate combined annual revenue of more than $17 billion.** Liberty Global Ventures, our global investment arm, has a portfolio of more than 75 companies across content, technology and infrastructure, including strategic stakes in companies like ITV, Televisa Univision, Plume, AtlasEdge and the Formula E racing series. * Represents aggregate consolidated and 50% owned non-consolidated fixed and mobile subscribers. Includes wholesale mobile subscribers of the VMO2 JV and B2B fixed subscribers of the VodafoneZiggo JV. ** Revenue figures above are provided based on full year 2022 Liberty Global consolidated results (excluding revenue from Poland) and the combined as reported full year 2022 results for the VodafoneZiggo JV and full year 2022 U.S. GAAP results for the VMO2 JV. For more information, please visit www.libertyglobal.com. |
businesswire.com |
2023-04-04 20:01:00 |
Czytaj oryginał (ang.) |