Author Topic: CTL - CenturyLink  (Read 72632 times)

saltybit

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Re: CTL - CenturyLink
« Reply #120 on: November 14, 2017, 10:51:05 AM »


Valuehalla

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Re: CTL - CenturyLink
« Reply #121 on: November 14, 2017, 02:48:18 PM »
CTL declared dividend like expected: 0,54 US$ per share for this Q = 2,16 US$ p.a.
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longinvestor

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Re: CTL - CenturyLink
« Reply #122 on: November 14, 2017, 05:05:02 PM »
https://25iq.com/2017/11/11/the-1990s-telecom-bubble-what-can-we-learn/

Level 3 figures prominently in the article
Thanks for posting! I've read other articles going back to the formative days of Kiewit, but most of those were historical and "how people lost money" type. This one includes fantastic lessons learned. I will have to read a few times to fully digest this.

Thanks again.

saltybit

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longinvestor

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Re: CTL - CenturyLink
« Reply #124 on: November 15, 2017, 01:10:09 PM »
http://www.peridotcapitalist.com/2017/11/centurylinklevel-3-merger-1-1-12/
Thanks for posting. Agree with the author of this, this is a bet that is entirely based on Storey repeating his success at LVLT. Only that CTL is a big mess to fix. I do like Storey myself. The situation is tailor made for him. The expectations are so low right now and the noise is around the ability to pay the dividend or not. Storey will be allowed to low ball projections thanks to how beat up CTL is right now. He is really good at sandbagging. The enterprise business opportunity is huge (&profitable) and as the article mentions it, the market is focused on the consumer business woes at CTL. Like Frontier. Legacy LVLT has continually grown enterprise biz while Verizon has continually shrunk. 

Valuehalla

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Re: CTL - CenturyLink
« Reply #125 on: November 16, 2017, 03:51:50 AM »
THX for postings & comments
I fully agree with the content of the article in the peridotcapitalist as well
« Last Edit: November 16, 2017, 09:35:53 AM by Valuehalla »
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BeerBBQ

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Re: CTL - CenturyLink
« Reply #126 on: November 16, 2017, 06:26:22 AM »
How relevant is the FCC vote on net nuetrality going to be to CTL?

Valuehalla

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Re: CTL - CenturyLink
« Reply #127 on: November 16, 2017, 07:03:49 AM »
Concerning the FCC I published some remarks and news here in the past.

IMO the more liberal, the more deregulated, the better for CTL, cause they own the net.
With LVLT one of the biggest nets in the world.

Under Ajit Pai I think it looks good.

Final vote is expected for 14th December. Details next week.

http://www.reuters.com/article/us-usa-internet/fcc-plans-to-vote-to-overturn-u-s-net-neutrality-rules-in-december-sources-idUSKBN1DG00H
« Last Edit: November 16, 2017, 07:23:04 AM by Valuehalla »
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Valuehalla

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Re: CTL - CenturyLink
« Reply #128 on: November 20, 2017, 03:06:20 AM »
Revenue Projektion for CTL & LVLT

Based on the 2017 Q3 figures and the developments of the past, I have done a projection of the revenue, splitted into the segments as reported.

Find the file enclosed.

The revenue of LVLT is totally healthy!
All segments are stable since long time.
One segment "IP&Data" is increasing app 4 % YoY, which results in a slightly increasing total revenue.

CTL has also one segment which is increasing app 3 to 5 % YoY. Most CTL segments are stable as well. Legacy revenues are shringking app. 10 % per year.

In the long run the increasing segments, will offset the shrinking revenue segments, as shown in the projection enclosed. From the total revenue 30 % is increasing app 3 to 5 % YoY, 40 % is totally stable and 30 % is shrinking app 10% YoY

Right now, the total revenue is just shrinking softly: 1,8 % YoY
So its all about margins >> synergies and in my opinion it is not so hard, to create a turn around.

 
« Last Edit: November 22, 2017, 02:56:27 PM by Valuehalla »
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BeerBBQ

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Re: CTL - CenturyLink
« Reply #129 on: November 22, 2017, 12:05:08 PM »
In the LVLT thread, LVLT was said to be the lowest cost provider.  What gives them that advantage?