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Msg  176044 of 177361  at  7/23/2021 1:14:59 PM  by

from6454

The following message was updated on 7/23/2021 1:19:33 PM.

 In response to msg 176042 by  slnter64
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Re: Hard to believe it..- From

  
I think you don't really look at some financial numbers.   I know what you are talking about.  But as a shrinking enterprise, they are cutting expenses as revenue continue to drop...  So even EBIDTA might not stick around $8.5B,  their FCF might and possible will go up..  It is something that had happening over the past 4 years.. 
 
How long will it take for LUMN to drop it debt to $20B?  Maybe another 5 years..  But interest rate is at LUMN's side..  When shorts bet LUMN will go under 4 years ago, was when interest rate is higher and might go higher.  That is probably a reason LUMN has not.  And now interest expenses is down $600M a year from $2.1B to $1.5B..  5 years later, will down to $1B..  So I don't think going under is realistic..  And FCF might even go up to $4B over the next 5 years, if they also cut CapEx to $2.7B..  That is $800M goes into FCF.
 
Today, LUMN is only $12.  There is no beef for shorts.  After shorts pay another $5 dividend over the next 5 years, they cannot even make a profit around $6.  Risk is at shorts' side.
 
I am not attacking you like others.  Instead of blindly pump it.  You have some very good solid points.  Appreciate that.  Everything is all possible only risk and reward..
 
 
 
 


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Msg # Subject Author Recs Date Posted
176047 Shorts will be disappointed for Q2 - Re: Hard to believe it..- From gzkom 1 7/23/2021 3:44:51 PM


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