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UPCOMING EVENTS
Altice International 25Q2 Results Call
sarria live model
sarria analysis
corporate filings

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Capital and Legal Structure 14/11/22

Business, Peers, Leverage 30/09/22

Inflation and Cashflow 14/11/22

Investment Discussion 14/11/22

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 International - comment
Tomás Mannion

The Company is taking a hard line in its negotiations with creditors, unwilling to engage with the cooperation block and instead

Tomás Mannion
Tomás Mannion
Altice International - comment
Tomás Mannion

Altice International has commenced its financial restructuring by raising €750m at Altice Portugal S.A. This was enabled by

Tomás Mannion
Tomás Mannion
Altice SFR - comment
Tomás Mannion

Orange published its third-quarter results this morning. While there were limited remarks regarding its joint venture bid for Altice SFR, management clarified that

Tomás Mannion