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Liberty Latin America

Lets Talk About LILAK

191 Views28 Sep 2022 08:40
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SUMMARY
  • LILAK has become a tragic joke among investors. During its 6-year public life, the share-price has tanked over 80% and all the way down, the faithful have been pitching it with bullet points like “Malone vehicle” and “leveraged buy-backs”.
  • While some of this was self-inflicted (the spin price was too high and the company overpaid for C&W in a sweetheart deal), much of the pain was outside management’s control and only cyclical in nature.
  • Hurricane Maria destroying Puerto Rico, Covid 19 and relentless weakening in Emerging Market currencies and sentiment can hardly be laid at their feet.
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Liberty Latin America (LILAK US)
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  • Lets Talk About LILAK
    28 Sep 2022

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