FTR 11 9/15/25

Frontier Communications Corp

Credit, TMT, Event Driven/Special Sit


Publicly traded companies mentioned herein: Brookfield Infrastructure Partners LP (BIP), Charter Communications Inc (CHTR), Cincinnati Bell Inc (CBB), Frontier Communications Corp (FTRCQ), Verizon Communications Inc (VZ), Windstream Holdings Inc (WINMQ)

Highlights

The presenter is long Frontier Communication Corp’s FTR 11 09/15/2025 Corp senior unsecured bonds. FTR has all of the characteristics that event investors tend to avoid; it's a situation where investors have been burned in the past, it's a secular decliner, there’s an intangible asset that's hard to value, and it's a crowded investment. However, he thinks the set up is favorable now given FTR’s fiber network opportunity. 

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Idea Discussion

Commentor 1 - 2 weeks ago

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