Portfolio Spotlight: Millicom
over 1 year ago
No Deep Dives
"TIGO: Misunderstood LatAm telecom at inflection point. 16% NTM FCF yield on cost cuts & capex drop. French billionaire Xavier Niel owns 30%, installed new COO. Towers worth $5-9/share. 31% 3yr upside on FCF, tower sale & 5x EBITDA. Cheap on past but future FCF & new mgmt are key."
Sentiment
bullish
Conviction
Medium
Tier
Trade Call
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Episode Information
Episode:
Portfolio Spotlight: Millicom
Source:
No Deep Dives
Published:
March 26, 2024
Idea Type:
Stock Idea