CWC LN

Cable & Wireless Communications PLC

TMT


Presented:06/10/2015
Price:£0.66
Cap:$4.46B
Current Price:£0.75
Cap:$0.00B

Presented

Date06/10/2015
Price£0.66
Market Cap$4.46B
Ent Value$7.32B
P/E RatioN/A
Book Value£0.26
Div Yield3.91%
Shares O/S4,329.32M
Ave Daily Vol10,900,000
Short IntN/A

Current

Price£0.75
Market Cap$0.00B
Cable & Wireless Communications Plc, together with its subsidiaries, provides telecommunications services to consumers, businesses, and governments in the United Kingdom, as well as in Caribbean, Jamaica, the Bahamas, Barbados, and the Cayman Islands. The company operates through Mobile; Broadband and TV; Fixed Voice; and Enterprise, Data and Other segments. It offers mobile and mobile data services that enable customers to make calls, send messages, and access online services; fixed broadband services to homes, workplaces, and public amenities; fixed voice landline services; and entertainment services, such as pay TV services. The company also provides connectivity and managed services, including installing telecoms and IT systems and managing services; data centre services; CCTV surveillance systems, emergency services calling platforms, online education, and healthcare related services; and carrier services through sub-sea cable network of approximately 42,000 kilometers. Cable & Wireless Communications Plc was incorporated in 2010 and is headquartered in London, the United Kingdom.

Publicly traded companies mentioned herein: Altice SA (ATC NA), AT&T Inc (T), Cable & Wireless Communications Plc (CWC LN), Liberty Global plc (LBTYA)

Highlights

The presenter is bullish on the outlook for C&W Communications (CWC) following its recent acquisition of Columbus International (closed March 31, 2015). He views shares as undervalued at ~8x EV/ 2016 EBITDA estimates, sees a big opportunity for operational improvements to be made, and likes the optionality around the potential for CWC to become a target as large international cable and telecom companies look to expand into new markets.

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Idea Discussion

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