skanjete Posted May 9, 2017 Share Posted May 9, 2017 Listened to the conference call. I must say they sounded very bullish. I really like this. Massive growth potential. I see directors have been buying around this level as well. Just don't know wether I have enough bottle to increase my position. I bought at much higher prices. Saying that it is probably one of my favourite ideas right now. Could you help me find the transcript of the conference call please? I found the conf. call of liberty global, but not the lilac conference call. By the way, I concur with your view on lilac at the moment... Thanks in advance! Link to comment Share on other sites More sharing options...
forest81 Posted May 9, 2017 Share Posted May 9, 2017 Ive had a look and I can't find a transcript! I listened to the call live. I think maybe if you go to Liberty Global website and listen to the Global call it may be on that as the Lilac conference call was on the same call as the Global one straight after. Link to comment Share on other sites More sharing options...
yitech Posted May 9, 2017 Share Posted May 9, 2017 Transcript: https://seekingalpha.com/article/4070977-liberty-globals-lilak-ceo-mike-fries-q1-2017-results-earnings-call-transcript Link to comment Share on other sites More sharing options...
skanjete Posted May 9, 2017 Share Posted May 9, 2017 Transcript: https://seekingalpha.com/article/4070977-liberty-globals-lilak-ceo-mike-fries-q1-2017-results-earnings-call-transcript Thank you very much. I'll start reading immediately. Link to comment Share on other sites More sharing options...
flesh Posted May 9, 2017 Share Posted May 9, 2017 Ya you just go to the liberty global call and then you can skip to "introduction II" for lilac. Link to comment Share on other sites More sharing options...
HalfMeasure Posted June 14, 2017 Share Posted June 14, 2017 Anyone attending the AGM? Link to comment Share on other sites More sharing options...
longlake95 Posted June 16, 2017 Share Posted June 16, 2017 Seems like LBTYK, has reached full pariah status, maybe its time to step in...it doesn't get more out of favour than european cable. Hard not to think some kind of deal won't happen... Link to comment Share on other sites More sharing options...
Liberty Posted July 7, 2017 Author Share Posted July 7, 2017 Malone buying: https://www.sec.gov/Archives/edgar/data/1570585/000157058517000240/xslF345X03/wf-form4_149946580352042.xml Link to comment Share on other sites More sharing options...
Sunrider Posted July 10, 2017 Share Posted July 10, 2017 Some fairly meaningful # too ... Link to comment Share on other sites More sharing options...
forest81 Posted July 10, 2017 Share Posted July 10, 2017 Taken a bit of a pop today. Mike Fries was buying around Christmas I remember now Malone interesting times. Link to comment Share on other sites More sharing options...
Foreign Tuffett Posted July 11, 2017 Share Posted July 11, 2017 Malone buying: https://www.sec.gov/Archives/edgar/data/1570585/000157058517000240/xslF345X03/wf-form4_149946580352042.xml Two takeaways from LILAK's massive move upward (over 11%) today: (1) The market really respects John Malone. This part probably isn't a surprise to anyone reading this. (2) Given its disparate cable, wireless, and undersea fiber Caribbean and Latin American operations, it's really tough to value the company, so the market reacts more to insider signaling than it otherwise might. Link to comment Share on other sites More sharing options...
Liberty Posted July 12, 2017 Author Share Posted July 12, 2017 https://www.forbes.com/sites/lukeschiefelbein/2017/07/12/why-billionaire-john-malone-just-bought-16m-of-his-own-business/ Link to comment Share on other sites More sharing options...
Liberty Posted July 12, 2017 Author Share Posted July 12, 2017 Malone buying another $21m of lilac: http://openinsider.com/insider/Malone-John-C/937797 Link to comment Share on other sites More sharing options...
Liberty Posted August 7, 2017 Author Share Posted August 7, 2017 Q2: http://www.libertyglobal.com/pdf/press-release/LG-Q2-2017-Press-Release-FINAL.pdf Q2 Rebased OCF Growth of 10.5% at LiLAC LiLAC Group Spin-Off Remains On Track for Year-End 2017 Link to comment Share on other sites More sharing options...
kmukul Posted August 8, 2017 Share Posted August 8, 2017 Sorry this may be a dumb question, which is the LBTY, is it different from https://finance.yahoo.com/quote/LILA?p=LILA cant find LBTY. Thanks a lot Link to comment Share on other sites More sharing options...
Jurgis Posted August 8, 2017 Share Posted August 8, 2017 Sorry this may be a dumb question, which is the LBTY, is it different from https://finance.yahoo.com/quote/LILA?p=LILA cant find LBTY. Thanks a lot LBTYA or LBTYK Thread at: http://www.cornerofberkshireandfairfax.ca/forum/investment-ideas/lbtya-liberty-global/ Link to comment Share on other sites More sharing options...
WayWardCloud Posted September 12, 2017 Share Posted September 12, 2017 Any idea on why Malone/Fries decided to Spin-Off LILA/K completely? “The spinoff will benefit LiLac shareholders by creating a stand-alone, asset-backed equity, while enhancing its potential attractiveness as an acquisition currency for consolidation opportunities in the highly fragmented Latin American and Caribbean telecommunications markets" Seems to me that LILAK benefits from the scale of being within the much bigger and stable LBTYA/K when it comes to negotiating programming costs as well as geting more flexibility and credibility to raise debt. What am I missing here?? Link to comment Share on other sites More sharing options...
petec Posted September 12, 2017 Share Posted September 12, 2017 I am assuming they will retain those benefits of scale through an agreement, and that the motivation is based on the undervaluation of LiLAC, which might be addressed by making it a proper company rather than a tracker with no legally defined asset base. Link to comment Share on other sites More sharing options...
Liberty Posted September 12, 2017 Author Share Posted September 12, 2017 I am assuming they will retain those benefits of scale through an agreement, and that the motivation is based on the undervaluation of LiLAC, which might be addressed by making it a proper company rather than a tracker with no legally defined asset base. I think that's pretty much it. They've mentioned a few times that they would keep in place agreements to keep scale/procurement benefits. Link to comment Share on other sites More sharing options...
WayWardCloud Posted September 12, 2017 Share Posted September 12, 2017 That makes a lot of sense, thanks guys! Did they say whether Fries would be kept as the CEO? (hoping not) Link to comment Share on other sites More sharing options...
undervalued Posted September 26, 2017 Share Posted September 26, 2017 Did someone take a look of what kind of impact Maria had on the business? If this occurs every 5 years or 10 years, how does that impact returns? Link to comment Share on other sites More sharing options...
Shooter MacGavin Posted September 26, 2017 Share Posted September 26, 2017 Did someone take a look of what kind of impact Maria had on the business? If this occurs every 5 years or 10 years, how does that impact returns? I'm not sure how you quantify it exactly. Obviously since PR is a big chunk of current profitability for LILAK, I'm sure guidance is going to be pulled down. However, since the stock is in the toilet, it looks like the market is already anticipating some bad news. By my math, around $500 - $600M worth of marketcap. Mike Fries said , at a recent conference, they are maintaining guidance for now until they can take stock - this was following Irma. I would be surprised if they didn't lower guidance for the year considering 3M people are without power in PR alone. He also said that since hurricanes are a recurring event in the Caribbean, they have insurance for it. Link to comment Share on other sites More sharing options...
Jurgis Posted September 26, 2017 Share Posted September 26, 2017 I'm not sure how you quantify it exactly. Obviously since PR is a big chunk of current profitability for LILAK, I'm sure guidance is going to be pulled down. However, since the stock is in the toilet, it looks like the market is already anticipating some bad news. By my math, around $500 - $600M worth of marketcap. Mike Fries said , at a recent conference, they are maintaining guidance for now until they can take stock - this was following Irma. I would be surprised if they didn't lower guidance for the year considering 3M people are without power in PR alone. He also said that since hurricanes are a recurring event in the Caribbean, they have insurance for it. I'd guess they have insurance for their powerplant, but would they have insurance for business interruption/losses? If PR is without power for 6 months, that would hit revenues there. Unless they charge even when there's no service? Anyway, you are right that if someone looks short term, then revenue/earnings impact will be likely significant. Whether stock will drop further or not - who knows. Longer term possibly not significant unless PR cannot rebuild. Link to comment Share on other sites More sharing options...
Shooter MacGavin Posted September 26, 2017 Share Posted September 26, 2017 I'm not sure how you quantify it exactly. Obviously since PR is a big chunk of current profitability for LILAK, I'm sure guidance is going to be pulled down. However, since the stock is in the toilet, it looks like the market is already anticipating some bad news. By my math, around $500 - $600M worth of marketcap. Mike Fries said , at a recent conference, they are maintaining guidance for now until they can take stock - this was following Irma. I would be surprised if they didn't lower guidance for the year considering 3M people are without power in PR alone. He also said that since hurricanes are a recurring event in the Caribbean, they have insurance for it. I'd guess they have insurance for their powerplant, but would they have insurance for business interruption/losses? If PR is without power for 6 months, that would hit revenues there. Unless they charge even when there's no service? Anyway, you are right that if someone looks short term, then revenue/earnings impact will be likely significant. Whether stock will drop further or not - who knows. Longer term possibly not significant unless PR cannot rebuild. Yeah it's a good question re: business interruption. I don't know the answer. I'm sure they will forfeit subscription revenue for the lack of service being delivered/received. Link to comment Share on other sites More sharing options...
Liberty Posted October 2, 2017 Author Share Posted October 2, 2017 Barron's has a piece on LILA: http://www.barrons.com/articles/blue-skies-ahead-for-malones-lilac-group-1506743163 Link to comment Share on other sites More sharing options...
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