Added to YB: 2025-10-01
Pitch date: 2025-09-28
LILA [bullish]
Liberty Latin America Ltd.
+3.15%
current return
Author Info
No bio for this author
Company Info
Liberty Latin America Ltd., together with its subsidiaries, provides fixed, mobile, and subsea telecommunications services in Puerto Rico, Panama, Costa Rica, Jamaica, Latin America and the Caribbean, the Bahamas, Trinidad and Tobago, Barbados, Curacao, Chile, and internationally.
Market Cap
$1.7B
Pitch Price
$8.26
Price Target
16.50 (+94%)
Dividend
N/A
EV/EBITDA
6.06
P/E
-1.39
EV/Sales
2.35
Sector
Diversified Telecommunication Services
Category
value
Liberty Latin America: Spin-off and Deleveraging Story
LILA: Liberty Latin America trades at massive discount to sum-of-parts value ($3.9B vs current market cap). Key catalyst: management targeting H1 2026 spin-off of Puerto Rico operations (FCF drag of $200M annually). Post-separation, remaining assets worth ~$3.5B (100% upside, 24-40% IRR). Risks: spin-off may not occur, refinancing challenges for PR debt maturing 2027-2029.
Read full article (7 min)