Ziggo Group Loading... : Investor Sentiment and Bull/Bear Views
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12:26
May 10
May 10
Ziggo spin worth $12-$14 per share
Rich argues the planned 100% spin-off of Ziggo Group, the Dutch/Belgian cable business, is a hard catalyst. He estimates it is worth $12-$14 per LBTYK share today and expects a dividend to anchor value. KPN's fiber overbuild caused broadband subscriber losses, but the new CEO since May 2024 and initiatives such as pricing/promotions, contract renegotiations, simpler offerings, network reliability, and the Delta Wholesale partnership have reduced net broadband losses from about 30k per month to 8k, targeting stable-to-slightly-growing. Deleveraging from about 5.5x to 4.5x via cash flow and 1.2bn asset sales is important; if operating metrics stabilize, the public market should value it near $10-$14.
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About Ziggo Group Investor Commentary
Across the available history and selected sources, Buzzberg tracks Ziggo Group 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.