Author Topic: LILA - Liberty Global Latin America tracker  (Read 114055 times)

tefl0n

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Re: LILA - Liberty Global Latin America tracker
« Reply #310 on: August 17, 2018, 12:21:25 PM »
Any thoughts on why the A shares (with voting rights) are cheaper than the C's (no votes)?


Liberty

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Re: LILA - Liberty Global Latin America tracker
« Reply #311 on: August 17, 2018, 12:23:04 PM »
Any thoughts on why the A shares (with voting rights) are cheaper than the C's (no votes)?

The usual explanation is lower liquidity.
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Spekulatius

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Re: LILA - Liberty Global Latin America tracker
« Reply #312 on: August 18, 2018, 04:41:36 AM »
So, how much are the effects of the PR hurricane hit still impacting the results? I get about $20M in OCF and $30M in Capex spent. FCF was -$15M last quarter, so we get $35M/ quarter?  Revenues going up 2% vs -2%? Not exactly enticing. Next quarter, we get negative currency effects from the strong US$. At least the Hurricane season this year is below normal, so with a bit of luck, nothing in the Caribbean gets hit.
« Last Edit: August 24, 2018, 06:14:38 AM by Spekulatius »
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spark411

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Re: LILA - Liberty Global Latin America tracker
« Reply #313 on: August 24, 2018, 05:40:38 AM »
2 websites I found were interesting and relevant to Lilak investment.
2 takeaways.
A) American Movil is a competitor to Lilak. Especially in Chile. I will start watching American Movil to see how the overall latin american telecom market is doing.
B) Latin America's broadband is growing fast which bodes well for Lilak's long term growth.

https://blog.telegeography.com/latin-americas-broadband-sector-continues-its-growth

https://seekingalpha.com/article/4188464-america-movil-sa-de-cv-2018-q2-results-earnings-call-slides

spark411

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Re: LILA - Liberty Global Latin America tracker
« Reply #314 on: August 25, 2018, 03:36:59 AM »
CFO buying 20K shares.    Good to see insider buying.

http://phoenix.corporate-ir.net/phoenix.zhtml?c=254680&p=IROL-sec

spark411

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Re: LILA - Liberty Global Latin America tracker
« Reply #315 on: August 28, 2018, 05:59:14 AM »
CEO buys $2M worth of stock.   2 days in a row of insiders buying...

Foreign Tuffett

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Re: LILA - Liberty Global Latin America tracker
« Reply #316 on: September 13, 2018, 12:07:56 PM »
Digicel is turning into a digi-dumpster fire. One would think that their massive debt load may hamstring their ability to be competitive.

https://www.irishtimes.com/business/technology/digicel-s-cfo-shows-he-s-mobile-1.3611723

https://www.irishtimes.com/business/technology/digicel-seeks-to-ease-debt-burden-with-bond-switch-offer-1.3613842

rogermunibond

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Re: LILA - Liberty Global Latin America tracker
« Reply #317 on: October 17, 2018, 06:55:17 AM »

meiroy

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Re: LILA - Liberty Global Latin America tracker
« Reply #318 on: January 07, 2019, 05:00:04 PM »

*puts a gas mask on*


Question: if the USD weakens would this stinking pile of .... automatically trade up? Thanks.

petec

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Re: LILA - Liberty Global Latin America tracker
« Reply #319 on: January 08, 2019, 12:39:02 AM »

*puts a gas mask on*


Question: if the USD weakens would this stinking pile of .... automatically trade up? Thanks.

Depends why. A US recession wouldn't do most of these economies much good.