LBTYK Liberty Global (Series C) Loading... : Investor Sentiment and Bull/Bear Views
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12:26
May 10
May 10
Liberty Global sum-of-parts with Ziggo catalyst
Rich's pitch is that Liberty Global is a sum-of-the-parts story with a hard catalyst: the stock trades around $12 while the upcoming 100% spin-off of Ziggo Group should be worth $12-$14 per share. The stub has about $5 per share of cash and $10 per share of public/private investments; even haircutting the investments 50% gives roughly $10 of value, plus VMO2 worth at least ~$3, for total fair value of $25-$30. The spin forces the market to value Ziggo independently within 18 months to two years, the dividend/deleveraging support value, and cash/investments provide downside protection. Risks include weak operating trends and management/board credibility.
HIGH
About LBTYK Investor Commentary
Across the available history and selected sources, Buzzberg tracks LBTYK (Liberty Global (Series C)) across 1 sources: 1 bullish vs 0 bearish calls from 1 authors. Historical directional balance: 100% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 1 total trade idea tracked. Latest voices: Rich Howe.