Added to YB: 2024-12-27
Pitch date: 2024-08-10
LILAK [bullish]
Liberty Latin America Ltd.
-6.49%
current return
Author Info
Sophon Capital Management is a solo analyst with experience both on the buyside (at a Tiger Grand Cub, long/short hedge fund) and on the sell-side (covering Internet at a Wall Street investment bank) who is scouring the public markets for compounding machines and hidden assets. Sign up for the newsletter.
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
$9.09
Price Target
N/A
Dividend
N/A
EV/EBITDA
6.06
P/E
-1.39
EV/Sales
2.35
Sector
Diversified Telecommunication Services
Category
value
Brief Dive into $LILAK
LILAK: Telecom in Caribbean/LatAm. 5.5x NTM EBITDA, near record low. $8bn debt, 95% due 2027. $227M TTM FCF. Opportunistic buybacks ($300M in 2023) & accretive M&A. Recovering from hurricanes/COVID. Low broadband penetration (54%) vs EM comps (China 94%). 11% FCF CAGR expected with acquisitions/buybacks. Re-rating potential.
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