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UPCOMING EVENTS
Altice France 25Q4 Results Call.m4a
sarria live model
sarria analysis
corporate filings

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Capital and Legal Structure 30/09/22

Industry and Company 30/09/22

Inflation and Cashflow 30/09/22

Investment Discussion 30/09/22

SARRIA News -INTU
Tomás Mannion
Altice International - comment
Tomás Mannion

Patrick Drahi continues his financial wizardry stateside, with Optimum Communications (previously Altice USA) transferring its most

Tomás Mannion
Altice International - Uncertainty Remains - Model Update - Positioning
Tomás Mannion
Altice International - Uncertainty Remains - Model Update - Positioning
Tomás Mannion

Please find our updated analysis on Altice International here.

The next steps at Altice International have taken longer than we expected. In December last year, the company executed an aggressive "drop down" transaction,

Tomás Mannion
Tomás Mannion
Altice SFR France - comment
Tomás Mannion

Bouygues Telecom, Free (Iliad Group) and Orange have confirmed that the consortium commenced due diligence in early January on a

Tomás Mannion
Tomás Mannion
Altice SFR France - comment
Tomás Mannion

Earlier this month, we noted that the start of the year was likely to bring renewed speculation around asset disposals by Patrick Drahi and

Tomás Mannion
Tomás Mannion
Altice SFR France - comment
Tomás Mannion

With the start of the new year, speculation has once again intensified around potential asset disposals by Patrick Drahi. Recent reports

Tomás Mannion