Telecom U.S. Community
Our community narratives are driven by numbers and valuation.
Telecom U.S. Investing Ideas
GCI Liberty Predicts Major Gains with a Bold Malone Strategy
Investment Thesis: GCI Liberty (GLIBA/K) - A Classic "Malone Play" with Short-Term Catalysts GCI Liberty (GLIBA/K) is not a typical growth REIT or telecom company. It is an "asset play" structured by one of history's most successful capital strategists, John Malone.Read more
Veon's Subsidiary Kyivstar Eyes Nasdaq Listing
In one of the most exciting upcoming deals of the year, Kyivstar, Ukraine’s largest telecom and digital operator, is set to go public in Q3 2025 with a listing on Nasdaq. This would make Kyivstar the first Ukrainian company to be listed on a major stock exchange in the U.S. The listing would value the company at approximately $2.0 billion in enterprise value (with a trailing 12-month, or TTM, EV/EBITDA multiple of ~3.7x), offering global investors a rare opportunity to invest early in a frontier asset with market leadership and strong fundamentals in its core telecom business, and a growing portfolio of fast-growing digital-first companies.Read more
VEON Unlocks Value with Kyivstar Spin-Off
The upcoming Kyivstar listing is far more than a financial transaction. By carving out Ukraine’s leading mobile and digital player and floating it on Nasdaq through a reputable partner like Cohen Circle Acquisition Corp.Read more
Stabilization And Incremental Progress Will Unlock Value
Key Takeaways AT&T is emerging from an unstable phase with questionable performance and a large debt burden. Sentiment will pick up as the company demonstrates fundamental improvements and recapitalizes its structure.Read more
IRDM: Leveraging Satelles Synergies with Opportunistic Buybacks for Long-Term Growth
Investment Thesis : Iridium Communications (IRDM) represents a compelling long-term investment opportunity driven by its strategic positioning in the satellite communications industry and its recent acquisition of Satelles. This acquisition enables Iridium to leverage its existing infrastructure to capitalize on the growing demand for secure positioning, navigation, and timing systems (PNTS) as alternatives to aging GPS technology.Read more
Taking Flight from the Mothership Apple
GlobalStar or known in the stock market as "GSAT" has been on a flight with their new partnership from the mothership Apple. Apple has announced they will be supporting "GSAT" with over 15 billion American Dollars.Read more
TMUS: Fairly Priced with Growing Margins Among its Peers, Verizon and AT&T
Catalysts Products or Services Impacting Sales or Earnings T-Mobile (TMUS) has several key products and services that could significantly impact its sales and earnings: 5G Network Expansion : T-Mobile’s aggressive rollout of its 5G network is a major growth driver. The company has been leading in 5G coverage and performance, which attracts more customers and increases service revenues.Read more
Collect dividend for a year & see if it is a turnaround play
This stock I have held on to throughout its mainly downward journey in stock price. It’s management appear to have made bold & generally bad decisions.Read more
Latin America Broadband And Mobile Expansion Will Unlock Future Connectivity
Key Takeaways Expansion in broadband, mobile, and B2B services is boosting revenue growth, supported by urbanization, increased device use, and digital infrastructure projects. Operational efficiencies, modernization, and strategic restructuring are improving margins, cash flow, capital flexibility, and long-term shareholder value.Read more
