Author Topic: GLIBA/LVNTA - GCI Liberty  (Read 100513 times)

WayWardCloud

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Re: GLIBA/LVNTA - GCI Liberty
« Reply #220 on: November 12, 2019, 02:33:03 PM »
Thank you!
I didn't realize the call happened after market close yesterday ::)


Shooter MacGavin

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Re: GLIBA/LVNTA - GCI Liberty
« Reply #221 on: November 12, 2019, 03:26:39 PM »
I think the bigger reason for the stock move is that Citi upgraded the stock and pushed the price target up to $80 from $76. I think the results were ok.  Alaska was less of a horror show than usual.  They didn't buy any GCI stock even though there is a meaningful NAV discount because they are too levered.  In hindsight owning CHTR directly would have been a waaaay better buy.  I think Liberty f'ed up on this GCI asset.  They should merge it with Liberty Trip and qurate and rename the ticker to LSHITK.

NotSoWise

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Re: GLIBA/LVNTA - GCI Liberty
« Reply #222 on: November 12, 2019, 10:56:47 PM »
Not sure that pushing target up by 5,26% by one analyst would make the price go up by 5,17%. In the first place, Citi upgrade was raised due to the reasons mentioned earlier in the post.

Do you think that CHTR was better buy than GLIBA assuming the discount to NAV at some point in time will narrow to 0%?

vince

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Re: GLIBA/LVNTA - GCI Liberty
« Reply #223 on: November 13, 2019, 10:26:36 AM »
Does anyone have a guess why GLIBA is up 5.23% today while Charter is down 0.17%, LBRDA is down 0.13% and TREE is up 1.81%?

Any news about General Communication/the Alaskan economy/the FCC rural help regulation that I missed maybe?

the operating business within gliba is starting to turn positively, and the discount to net asset value had grown to be unusually large

Agrippa07

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Re: GLIBA/LVNTA - GCI Liberty
« Reply #224 on: March 16, 2020, 07:00:44 AM »
Down almost 50% today (Charter - 11%) at market opening - anyone know what might have triggered this? (Margin call?)

jgyetzer

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Re: GLIBA/LVNTA - GCI Liberty
« Reply #225 on: March 16, 2020, 07:25:11 AM »
I donít know why, but it seems to be halted.  I canít get an order filled...

Edit:  Itís back up.  No nearly as exciting as before😞
« Last Edit: March 16, 2020, 07:31:34 AM by jgyetzer »

scorpioncapital

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Re: GLIBA/LVNTA - GCI Liberty
« Reply #226 on: March 16, 2020, 10:15:25 AM »
Could it be the tree sub investment?

NotSoWise

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Re: GLIBA/LVNTA - GCI Liberty
« Reply #227 on: March 16, 2020, 10:46:51 AM »
Most likely lots of market price sell orders combined with low liquidity - and then halted trading to balance supply/ demand. CHTR may be doing buybacks so its price decline % wise may be lower than GLIBA. When things stabilize CHTR / GLIBA ratio may return to normal (taking aside Lending Tree).

jgyetzer

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Re: GLIBA/LVNTA - GCI Liberty
« Reply #228 on: March 17, 2020, 07:43:03 AM »
Discount to CHTR, LBRDA keeps increasing.

WayWardCloud

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Re: GLIBA/LVNTA - GCI Liberty
« Reply #229 on: March 17, 2020, 08:04:16 PM »
Care to share your numbers on the discounts at LBRDA and at GLIBA Jgyetzer?