Author Topic: LILA - Liberty Global Latin America tracker  (Read 98884 times)

Jurgis

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Re: LILA - Liberty Global Latin America tracker
« Reply #40 on: August 17, 2015, 11:28:01 AM »
It looks like lilak is now trading cheaper than lila.   About 1% at this point.  However looking at LBTYA vs LBTYK it looks like the K series (c class?) is about 7 or 8% cheaper.   Does anyone have any thoughts on which is the safer class to hold?   I would prefer not to buy lilak now only to have it permanently adjust down to a 7% spread.

Usually it's a good idea to switch to non voting on ~7% spread (I am anchoring here haha) and to voting at 0-3% spread. But that's "usually" and all that. You might just buy any class you like and fogetaboutit.

Edit: thanks for asking. I just switched my LBTYA to LBTYK. Let me know when the spread tightens ;)
« Last Edit: August 17, 2015, 11:32:01 AM by Jurgis »
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Liberty

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folivera13

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Re: LILA - Liberty Global Latin America tracker
« Reply #42 on: August 17, 2015, 02:29:45 PM »
Found via @BluegrassCap

Cable boost at heart of Millicom's Latin American ambitions
http://www.ft.com/intl/cms/s/0/87296d88-3092-11e5-8873-775ba7c2ea3d.html#axzz3j6jK9DMr

no_free_lunch

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Re: LILA - Liberty Global Latin America tracker
« Reply #43 on: August 17, 2015, 03:17:01 PM »
I don't have an FT login.  Anyone care to  give the TLDR?


rogermunibond

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Re: LILA - Liberty Global Latin America tracker
« Reply #45 on: August 18, 2015, 06:48:33 AM »
Thanks for posting the story on Millicom.  In it there's mention of possible merger with Cable&Wireless that Malone owns a 13% stake in through their acquisition of Columbus International in 2014.  His ownership is in a private vehicle not LBTYA or LMCA.  Does this pose any issues with any of you?


no_free_lunch

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Re: LILA - Liberty Global Latin America tracker
« Reply #46 on: August 18, 2015, 07:18:33 AM »
Thanks for posting the story on Millicom.  In it there's mention of possible merger with Cable&Wireless that Malone owns a 13% stake in through their acquisition of Columbus International in 2014.  His ownership is in a private vehicle not LBTYA or LMCA.  Does this pose any issues with any of you?



For those of us a bit slower, could you elaborate?  Do you see there being a conflict with LILA because they are in the same geographic area?

Jurgis

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Re: LILA - Liberty Global Latin America tracker
« Reply #47 on: August 18, 2015, 07:47:09 AM »
Malone cos have had conflicts of interest between various parts for ages now. You either live with that or not. Yet another possible conflict of interest is not really news.
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rogermunibond

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Re: LILA - Liberty Global Latin America tracker
« Reply #48 on: August 18, 2015, 09:18:26 AM »
Actually I wasn't sure, so was checking to see if anyone had followed Malone's investment in Columbus International.  I looks like C&W and LILA don't overlap.  If anything C&W would be a takeover candidate for LILA.

Jurgis

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Re: LILA - Liberty Global Latin America tracker
« Reply #49 on: August 18, 2015, 10:57:06 AM »
Actually I wasn't sure, so was checking to see if anyone had followed Malone's investment in Columbus International.  I looks like C&W and LILA don't overlap.  If anything C&W would be a takeover candidate for LILA.

Right. But even that could be considered conflict of interest.

As I said, if you invest in Malone cos, you have to live with that. :)
"Before you can be rich, you must be poor." - Nef Anyo
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"American History X", "Milk", "The Insider", "Dirty Money"