Professional
Added to YB: 2023-02-27
Pitch date: 2023-02-27
CNSL [bullish]
Consolidated Communications Holdings, Inc.
+29.32%
current return
Author Info
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Company Info
Consolidated Communications Holdings, Inc., together with its subsidiaries, provides broadband and business communication solutions for consumer, commercial, and carrier channels in the United States.
Market Cap
$559.2M
Pitch Price
$3.65
Price Target
N/A
Dividend
N/A
EV/EBITDA
12.06
P/E
-2.30
EV/Sales
3.06
Sector
Diversified Telecommunication Services
Category
turnaround
Rogue Funds new pitch: Consolidated Communications ($CNSL)
CNSL: Undervalued telco pivoting from copper to fiber, funding buildout via asset sales & cheap debt. 94% mono/duopoly markets enable pricing power. Aiming for 70% fiber network by 2025 (vs 37% now) driving 20%+ ARPU growth. Insider buying signals confidence in turnaround despite near-term cash burn. Upside potential of 4-5x on successful execution. Key risks: high debt load, execution.
Read full article (5 min)