paule858 Over the past several years now, I have come to really appreciate the telecommunications industry. Not every aspect of it is appealing to me. But one that is involves the ownership and leasing out of telecommunications towers. This checks off all of my major boxes. It’s a stable industry with strong cash flows. It’s…
shaunl/E+ via Getty Images I am updating my previous analysis on Shenandoah Telecommunications (NASDAQ:SHEN) in advance of Q1 2024 earnings, which will be released pre-market on Friday, May 3rd. I previously rated Shenandoah a sell for the following reasons: ROI on fiber was too low due to slow customer acquisition and management didn’t seem to…
Marvin Samuel Tolentino Pineda Please note all $ figures in $CAD, not $USD, unless otherwise stated. Investment Thesis If you’re a Canadian like I am, you’re no doubt familiar with Rogers Communications (TSX:RCI.B:CA), one of the largest telecommunications companies in Canada along with Telus (T:CA) and BCE (BCE:CA). In fact, because of the oligopolistic nature…
Shenandoah Telecommunications Company (NASDAQ:SHEN) Q3 2023 Earnings Conference Call November 3, 2023 8:30 AM ET Company Participants Kirk Andrews – Director of Financial Planning & Analysis Christopher French – President & CEO James Volk – SVP of Finance & CFO Edward McKay – EVP & COO Conference Call Participants Frank Louthan – Raymond James Hamed…
Hellenic Telecommunications Organization S.A. (OTCPK:HLTOY) Q2 2023 Results Conference Call August 3, 2023 10:00 AM ET Company Participants Michael Tsamaz – Chairman and CEO Babis Mazarakis – CFO Evrikos Sarsentis – Head, IR and M&A Conference Call Participants Stamatios Draziotis – Eurobank Equities Patrick Maurice – Barclays Osman Memisoglu – Ambrosia Capital Georgios Ierodiaconou –…