Liberty/​Telenet: Opening of Acceptance Period
On 7 June, Telenet announced the publication of the prospectus. The Board of Directors of Telenet has prepared a response memorandum in which it...
423 Views
Upgrading Communications, Downgrading Staples - Both to Market Weight; US Dollar Major Top
We believe equities are still in the midst of a rally/short squeeze, but that the rally is likely to fizzle in the $SPX 4100-4165 area. Upgrading...
430 Views
Liberty Global: Securing Long-Term Competitive Advantages
Liberty Global has been a challenging name to hold through its years-long restructuring process. In spite of the disappointing returns, the...
369 Views
Link Net (LINK:IJ)- New Subscriber Growth Strategy Working. The Company Is Undervalued.
Link Net is a growing, efficient cable operator that recently embarked on a new subscriber growth strategy. It is undervalued under all scenarios...
416 Views
Liberty - Sunrise: Another Deal in a Hot European Sector
Liberty Global Plc A (LBTYA US) Global has launched an all cash friendly voluntary takeover offer for Sunrise Communications Group A (SRCG SW) at a...
435 Views