LBTYA

Liberty Global PLC

TMT


Presented:03/03/2017
Price:$34.88
Cap:$37.40B
Current Price:$20.43
Cap:$7.40B

Presented

Date03/03/2017
Price$34.88
Market Cap$37.40B
Ent Value$75.28B
P/E Ratio22.7x
Book Value$12.84
Div Yield0%
Shares O/S1,072.12M
Ave Daily Vol2,256,769
Short IntN/A

Current

Price$20.43
Market Cap$7.40B
Liberty Global Plc is an international cable company that provides cable television and Internet services. It connects people to the digital world and enables them to discover and experience its endless possibilities. The company's television, broadband Internet, and telephony services are provided through next-generation networks and innovative technology platforms that connect customers who subscribe to services. Its consumer brands include Virgin Media, Ziggo, UPC, Unitymedia, Telenet, and VTR. The company was founded on June 7, 2013 and is headquartered in London, the United Kingdom.

Publicly traded companies mentioned herein: Liberty Global plc (LBTYA, LBTYK), Vodafone Group plc (VOD)

Highlights

The presenter is long shares of Liberty Global (LBTYA), stating the company trades at discount relative to peers, but the underlying fundamentals should warrant a re-rate of the stock over the next 12 months since there are strong organic growth prospects as well as renewed strategic activity possibilities. LBTYA shares are worth $45 on a standalone basis without significant multiple expansion, and could be worth as much as $65 in a deal scenario.

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Idea Discussion

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