Author Topic: CTL - CenturyLink  (Read 33387 times)

Valuehalla

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Re: CTL - CenturyLink
« Reply #20 on: February 11, 2017, 06:11:48 AM »
CTL: Management expects u-turn: better revenues in 2017

Dean Douglas, president of enterprise markets CTL
"We believe will see a nice ramp up of our revenues associated with our enterprise business"

The webcast of the conference-call is available now:

https://engage.vevent.com/index.jsp?eid=7374&seid=11

Listen from 00:40:30 on till 00:44:47
« Last Edit: February 11, 2017, 06:16:18 AM by Valuehalla »
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Valuehalla

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Re: CTL - CenturyLink
« Reply #21 on: February 20, 2017, 05:37:28 AM »
Mason Hawkins  (CEO Southeastern Asset Management) activity in Q4 2016 concerning LVLT:

Shares hold on 31.12.2016

Longleaf Partners Fund                             5.958.138 = + 21,16 %      (end of Q3=  4.917.632)
Southeastern Asset Management Inc        27.955.852=  -    0,81 %     (end of Q3= 28.184.131)
Longleaf Partners Smallcap Funds              5.717.590=     +/- 0 %       (end of Q3=  5.717.590)

The mentioned "vehicles" accumulate app. 11 % of LVLT 

In the comments of Longleaf the acquisition is described as positive and welcome:

http://longleafpartners.com/sites/default/files/categories/Commentary/4Q16-Longleaf-Partners-Commentary.pdf
« Last Edit: March 07, 2017, 08:13:14 AM by Valuehalla »
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Valuehalla

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BRK FFH MKL LVLT CTL BAC WFC BMY MRK MCD MO PM

Valuehalla

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Re: CTL - CenturyLink
« Reply #23 on: March 06, 2017, 07:16:16 AM »
I just added again a bulk of CTL to my portfolio for 23,18 $ per share = 9,3 % annual dividend rate
« Last Edit: March 06, 2017, 08:18:27 AM by Valuehalla »
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Valuehalla

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Re: CTL - CenturyLink
« Reply #24 on: March 07, 2017, 04:00:07 PM »
Here is a negative view on CTL and the acquisition:

http://seekingalpha.com/article/4052630-time-sell-centurylink



« Last Edit: March 07, 2017, 04:35:47 PM by Valuehalla »
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Valuehalla

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Re: CTL - CenturyLink
« Reply #25 on: March 09, 2017, 09:24:38 AM »
CTL will reduce capex by 400 m $ in 2017

http://www.fiercetelecom.com/telecom/centurylink-plans-to-spend-400m-less-2017-capex-expects-level-3-network-synergies

In my opinion very good news: it seems that the achievable synergies with LVLT will be higher than expected. First they published figures of 125 m $ reduced capex as synergy from the acquisition.




 
« Last Edit: March 09, 2017, 11:34:18 AM by Valuehalla »
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Valuehalla

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Re: CTL - CenturyLink
« Reply #27 on: March 17, 2017, 07:09:17 PM »
« Last Edit: March 17, 2017, 07:44:42 PM by Valuehalla »
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Valuehalla

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Re: CTL - CenturyLink
« Reply #28 on: March 23, 2017, 03:22:28 PM »
During the last two days i swapped more LVLT into CTL, so that i am now 70 % in CTL and 30 % in LVLT
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« Last Edit: March 30, 2017, 06:42:51 PM by Valuehalla »
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