EVENT
LIBERTY LA INVESTOR CALL PUERTO RICO DEEP DIVE w/ CFO - CHRIS NOYES
November 19, 2024 — 3pm UK / 10am EST
Virtual
Hosted by Soomit Datta
Following recent Q3 results which saw the $45m of monthly EBITDA target for Puerto Rico dropped by management, the shares have been marked down very aggressively. We will be hosting a call with Liberty LA CFO CHRIS NOYES and KUNAL PATEL, VP Investor Relations and Insurance, to focus on the outlook for Puerto Rico, as well as the opportunity in Peru (new FTTH build), whilst also checking in on the now dependable CWC business.
The call will be held Tuesday, November 19th: 11AM EST / 4PM UK
Tune in for a discussion on:
- Puerto Rico
- New product launches, including Loop Telecom (converged offering)
- Ongoing churn issues in post-paid mobile
- Pre-paid momentum
- Broader competitive landscape in wireless and fixed. What are we seeing from Claro (AMX)?
- Investment efforts/requirements into Q4 and FY 2025
- Funding outlook, including DISH spectrum
- WOW - the FTTH opportunity in Peru
- Consolidation in Costa Rica
- Broader CWC update
- Balance sheet - updated thoughts on buy-back
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