Total Ideas
3
Bullish Ideas
0 (0%)
Bearish Ideas
0 (0%)
Recent Activity
0
"TIGO: Tower sale-leaseback: $975M for 7000+ sites, -$40M annual FCF impact. 11.5x EBITDA multiple. Muted stock reaction due to valuation, uncertain proceeds use. Q3 solid. $650M FCF in 2024 (14.4% yield). Niel owns 40%. Awaiting capital allocation plan. Cheap at 14-15% FCF yield. Potential M&A in Colombia."
"TIGO: FCF yield 15.7% ('24), 16.7% ('25), 19.8% ('26). Rejected $24/share bid from XN as undervalued. 2024 FCF guidance up 20% to $660M. Cheap at $24.55, 4.2B mkt cap. Q2 earnings call Aug 2 may catalyze. Downside protected by fundamentals. Bid ends Aug 16. Puzzling low-ball offer from XN, possible anchor for future bid."
"TIGO: Misunderstood LatAm telecom at inflection point. 16% NTM FCF yield on cost cuts & capex drop. French billionaire Xavier Niel owns 30%, installed new COO. Towers worth $5-9/share. 31% 3yr upside on FCF, tower sale & 5x EBITDA. Cheap on past but future FCF & new mgmt are key."
Sentiment