always a bit late, morningstar now has fair value at $30, but "more" if towers and fintech separated. shout out again to keith smith of bonhoeffer; has been the most judicious in covering this name the past few years.
Thanks for your fantastic coverage of the Millicom story! Have one question;
Do you think Xavier has the muscle to take the entire company private? I realize he's a rich guy, but isn't exactly easy to borrow the amount of money needed, even if you succeed in keeping the debt in place.
Do you know when they have to disclose that the takeover talks are over, if that happens? Is there like a timeframe, say within 24 hours after both parties have left the table?
What would you say is the probability of a takeover bid in the near future? I must say I’ve become a lot more doubtful. It was quite clear from the 13D that Xavier is not going to bid for the whole company. And Apollo will most likely back away. Right?
Great post! What happens in case Niel goes above the mandatory bid level by Millicom buying back shares? In this case does he have to make an offer at all?
impressive detective work.
keep reminding all of the min. $40 value !
always a bit late, morningstar now has fair value at $30, but "more" if towers and fintech separated. shout out again to keith smith of bonhoeffer; has been the most judicious in covering this name the past few years.
What do you believe the most likely price for a first tender offer would be now? 25 USD?
Hi!
Thanks for your fantastic coverage of the Millicom story! Have one question;
Do you think Xavier has the muscle to take the entire company private? I realize he's a rich guy, but isn't exactly easy to borrow the amount of money needed, even if you succeed in keeping the debt in place.
Do you know when they have to disclose that the takeover talks are over, if that happens? Is there like a timeframe, say within 24 hours after both parties have left the table?
wouldn't u reckon that a takeover bid (by APO / Claure parties) would most certainly involved Xavier given his ownership stake ?
What would you say is the probability of a takeover bid in the near future? I must say I’ve become a lot more doubtful. It was quite clear from the 13D that Xavier is not going to bid for the whole company. And Apollo will most likely back away. Right?
Great part 2 update !! Just curious, why u reckon Niel was (is) buying the SDR (swedish depository receipt) instead of the US Nasdaq listed TIGO ?
Great post! What happens in case Niel goes above the mandatory bid level by Millicom buying back shares? In this case does he have to make an offer at all?