EVENT REPLAY
December 2, 2024 — 11am EST / 4pm BST
Virtual
Hosted by Russell Waller
Post Q3 results recap and Valuation update
Altice France (SFR) and Altice International report this week on Wednesday. We will be hosting a call on Monday 2nd December at 11am ET, 4pm UK to discuss the results, and also to provide valuation commentary. The Altice cleansing statement has focused minds as to what a French Telco is worth as it is looks increasingly likely that bondholders will receive an equity stake in NewCo as part of any future deal with Drahi.
We will run through our updated thoughts on valuation (relative and absolute), as well as the results from a company and market perspective.
Communications Events
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Jan
10CommunicationsJanuary 10, 2025 — VirtualHosted by James Ratzer and Russell WallerEvent Details -
Mar
26CommunicationsMarch 26, 2025 – March 27, 2025 — March 26th NYC, March 27th LondonHosted by Jonathan Chaplin, James Ratzer, Chris Hoare and Soomit DattaEvent Details
