Added to YB: 2025-07-09
Pitch date: 2025-07-04
LBTYA [bullish]
Liberty Global Ltd.
+13.64%
current return
Author Info
No bio for this author
Company Info
Liberty Global Ltd., together with its subsidiaries, provides broadband internet, video, fixed-line telephony, and mobile communications services to residential and business customers.
Market Cap
$3.6B
Pitch Price
$9.90
Price Target
60.00 (+433%)
Dividend
N/A
EV/EBITDA
16.65
P/E
-1.95
EV/Sales
2.42
Sector
Diversified Telecommunication Services
Category
value
Weird Shit Investing 2025 - Liberty Global
LBTYA: European telecom co trading at 60-70% discount to NAV (30-40% of intrinsic value). Peak capex passing & declining EU rates = massive FCF growth. Aggressive 10% annual buybacks + potential spin-offs by 2028/29 could deliver 5x return. Complex structure, siloed debt. European telecom consolidation catalyst possible. 3-5 year hold.
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