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Altice (ALTCY), the French telecom giant owned by billionaire Patrick Drahi, has acquired 1.2B shares of UK incumbent telecom BT Group (BTGOF +7.8%) - a hefty chunk that makes up about 12% of issued share capital. That surprise move cost Drahi and Altice £2.2B, about $3.1B, and makes Alt...
Dutch Court rules that Royal Dutch Shell needs to decrease its emissions by 45%. The company also needs to exercise significant effort to reduce emissions by its business partners and end-customers. To my untrained eye it appears as if RDS should be able to mount a successful appe...
Keep in mind that a dividend paid will affect the stock value by the same amount. Investors who decided to focus on Macerich or Vermilion dividends (I know, they are easy targets) are now left with barely any dividend income while the companies destroyed more than. There are plent...
We recently included PPR in our Tactical Income- 100 portfolio from PHD to take advantage of a tender offer. PHD is also set for a tender offer, but the price has appreciated considerably since announcement. PPR invests mostly in senior loans, and they recently increased their dis...
Altice Europe N.V. (ALVVF) Q3 2020 Earnings Conference Call November 19, 2020 12:00 PM ET Company Participants Sam Wood – Head-Investor Relations Patrick Drahi – Founder Malo Corbin – Chief Financial Officer Dennis Okhuijsen – Vice President Conference Call Partici...
Altice Europe N.V. (ALVVF) Q2 2020 Results Earnings Conference Call July 30, 2020, 12:30 PM ET Company Participants Sam Wood - Head of Investor Relations Patrick Drahi - Founder and President Alain Weill - CEO Malo Corbin - CFO Dennis Okhuijsen - Former VP, Advisor & Exec...
The following slide deck was published by Altice Europe N.V. in conjunction with their 2020 Q2 earnings Read more ...
Altice Europe N.V. (ALVVF) Q3 2019 Results Earnings Conference Call November 13, 2019 12:00 PM ET Company Participants Sam Wood - Head of Investor Relations Patrick Drahi - Founder and President Alain Weill - CEO Malo Corbin - CFO Dennis Okhuijsen - Former VP, Advisor &...
Altice Europe N.V. (ALVVF) Q2 2019 Results Earnings Conference Call July 31, 2019 12:00 PM ET Company Participants Vincent Maulay - IR Patrick Drahi - President Malo Corbin - CFO Dennis Okhuijsen - Former VP, Advisor & Executive Director Conference Call Participants ...
The following slide deck was published by Altice Europe N.V. in conjunction with their 2019 Q2 earnings Read more ...