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Altice November 2017

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  1. forum rang 4 TURBO-TA 24 november 2017 15:27
    quote:

    YR/YR schreef op 24 november 2017 15:22:


    [...]

    “When you are focused on debt reduction, it’s because you have a growth problem,” Mr. Drahi told a French legislative committee in June.

    “If I stop my so-called bulimic development, in five years, I would have no debts,” he said. “And then what? That would be stupid, because I will not have grown for five years.




    Then what: I will disappear anyhow in very near future!

    Do not keep this share over the weekend if you want to have a normal sleep.
  2. [verwijderd] 24 november 2017 15:35
    Press release
    Altice Responds to Recent Market Speculation and Misinformation
    November 20, 2017 – Altice N.V. (Euronext: ATC, ATCB) today responds to recent
    market speculation and misinformation.
    1. Altice is not in preparation of a cash raising by means of an equityor
    equity-linked issuance and has no intention to pursue such action
    Altice confirms that it is not in preparation of a cash raising by means of an equity- or
    equity-linked issuance and has no intention to pursue such action within the group
    including Altice USA.
    Altice confirms it had 1,205.3 million shares outstanding excluding any treasury
    shares as of the end of Q3 2017.
    2. Next Alt S.à.r.l. (“Next”) does not have any margin loan exposure to
    Altice and has not sold any material number of shares since the IPO
    Altice confirms that its majority shareholder Next does not hold any margin loan
    exposure related to Altice.
    Altice further confirms that Next has not sold any shares since the Altice IPO except
    approximately 0.3 million shares sold to group managers as disclosed in 2016.
    Information service provider Bloomberg L.P. issued on November 12, 2017 an
    information update, correcting its total free float shares count for Altice by an additional
    approximately 81 million. The impression in the market that 81 million shares were
    sold by Next related to the correction by Bloomberg L.P. is factually incorrect.
    3. Management has not taken any active decision to sell Altice shares
    The sale of shares attributed to Altice’s Chief Financial Officer in September 2017 was
    executed by a financial institution on maturity of a funded collar originally entered into
    in March 2015.
    Altice’s General Secretary reported the sale of shares between September and
    November 2017. The sale of these shares occurred due to unforeseen life
    circumstances.
    4. Altice plans to de-lever its balance sheet and does not have margin
    loan exposure within the group
    Clear de-leveraging plan
    Altice confirms its plans to de-lever its balance sheet and bring leverage in line with
    or below its stated targets over time. Altice reiterates that it will not pursue any new
    meaningful M&A opportunities.
    In addition to the operational turnaround in France, the disposal of non-core assets
    within Altice Europe is central to Altice’s de-leveraging plan. Certain non-core assets
    Press release
    have already been identified including Altice’s tower portfolio. Altice has initiated
    processes to effect disposals as early as the first half of 2018 and will update investors
    in due course on its progress.
    Absence of any corporate margin loans
    Altice confirms that the Altice Corporate Financing facility with relationship banks at
    group level is guaranteed by Altice and does not have maintenance covenants or
    share price triggers.
    Altice confirms that it has no margin loan exposure with respect to its ownership in
    Altice USA.
    Altice has a robust, diversified and long-term capital structure with a strong liquidity
    position and no recourse or cross-default clauses between debt silos
    • Group weighted average debt maturity of 6.3 years:
    o No major maturities at Altice France (SFR) until 2022;
    o No major maturities at Altice International until 2023;
    o No maturities at Altice Luxembourg until 2022;
    o No maturities at Suddenlink until 2020;
    o Near-term maturities at Optimum covered by $2.3 billion revolving facility, cash
    on balance sheet and cash flow generation.
    • Altice further confirms that liquidity of the group is strong with approximately €1.66
    billion of cash on balance sheet (including €0.4 billion at corporate level) as of the
    end of Q3 2017 and approximately €3.5 billion of undrawn and available revolving
    facilities with an average maturity of 3.9 years.
    Regulated Information
    This press release contains inside information within the meaning of Article 7(1) of the
    EU Market Abuse Regulation.
    # # #
    Contacts
    Head of Investor Relations Altice N.V.
    Nick Brown: +41 79 720 15 03 / nick.brown@altice.net
    Head of Communications Altice N.V.
    Arthur Dreyfuss: +41 79 946 49 31 / arthur.dreyfuss@altice.net
    About Altice N.V.
    Founded in 2001 by entrepreneur Patrick Drahi, Altice is a convergent global leader in telecom,
    content, media, entertainment and advertising. Altice delivers innovative, customer-centric
    products and solutions that connect and unlock the limitless potential of its over 50 million
    customers over fiber networks and mobile broadband. The company enables millions of people
    to live out their passions by providing original content, high-quality and compelling TV shows,
    Press release
    and international, national and local news channels. Altice delivers live broadcast premium
    sports events and enables millions of customers to enjoy the most well-known media and
    entertainment. Altice innovates with technology in its Altice Labs across the world. Altice links
    leading brands to audiences through premium advertising solutions. Altice is also a global
    provider of enterprise digital solutions to millions of business customers. Altice is present in 10
    territories from New York to Paris, from Tel Aviv to Lisbon, from Santo Domingo to Geneva,
    from Amsterdam to Dallas. Altice (ATC & ATCB) is listed on Euronext Amsterdam.
  3. el pato loco 24 november 2017 15:36
    quote:

    Louis Pasciuto schreef op 24 november 2017 15:23:


    [...]

    iq-test voor vereiste deelname Altice-forum:

    waar grenst de Dominicaanse Republiek aan?
    a. Hawaii
    b. Haïti
    c. Aruba
    d. Venezuela


    Een leukere vraag zou zijn,

    Wat is de naam van het eiland waarop Deominicaanse republiek en ..... ligt
  4. forum rang 8 NewKidInTown 24 november 2017 15:39
    ter info

    zie TomTom forum " off topic"

    mvg

    quote:

    cave canem schreef op 24 november 2017 15:23:



    ALTICE ... zitten er hier mensen Long dit aandeel ?

    krijg een serieuze koopaanbeveling met de vraag of ik mee wil doen van een investeringsbank, ze maken een zeer goed onderbouwde case

    Altice

    our dealingroom initiated coverage on Altice
    the highly leveraged Telco (cable based services) is down 57% ytd, due to concerns about its debt ratio combined with disappointing earnings

    I added the full report of which the first few pages summarize most issues
    Clearly, not without risks, but so is its return perspective

    let me know, if requested , i could elaborate on the analysis

    loop er wat van mee


    samenvattend
    ALTICE

    " with the shares having lost 48% since the start of the month, we now see a very good buying opportuity.
    EUR 35bn of EUR 48bn of net debt has been refinanced in the last year, and we see neither a breach of cocenant nor a share issue looming
    Less than 20% of this debt matures in the next four years
    Revenues at SFR might decline for two more years, but French restructering benefits and US cost synergies will support high earnings growth, in our view
    Free cash flow generation remains strong ( 2017e euro 5.5bn), while capex is expected to peak this year at 4bn euro, whiwh allows for a rapid de-leveraging.

    - leverage not a serious concern ; if interest rates were to rise 500bps, finance charges would only rise 300m per year.
    with 2018 EBITDA and Capex estimated at EUR 9.5bn and EUR 3.9bn respectively, this would hardly move the needle

    - Fiber and content a strong combination
    every year , Altice rolls out fiber to four mio new homes, which makes it the fastest and largest roll-out in the world
    Also, it will spend 700m on content this year, and EUR 1bn in 2019e

    we see 2 more years of revenue decline at SFR, but the French restructering benefits, the cost effeciencies in the US, and the market share gains through a superior product should provide strong earnings growth in the next few years, in our view

    INITIATE with BUY

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