VZ and T may possibly go into restructure | LUMN Message Board Posts


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Msg  181703 of 183601  at  8/31/2022 5:05:48 PM  by

from6454


VZ and T may possibly go into restructure

In order for VZ and T to compete for mobile customers..  They need to fiercely compete on pricing..
 
The problem with VZ is because they have been enjoy the high price for their better 4G connection, when come to 5G, there is no advantage..
 
After spend over $100B to get license and need to spend even more on towers, 5 times more towers, the price compression plus high-interest rate, and high-CapEx for tower, might drive VZ stock price down further..  
 
VZ's debt $175B, with equtiy $172B
T's debt $158B, with equity $129B
 
TMUS's debt $112, with equity $180B.
 
Look like VZ has a very long way down.. At this point, if there are price war, I cannot even image how low it will go...  5G investment is a bad investment...    And the fact is VZ/T both needs more towers to get a better performance than TMUS.  Meaning more CapEx..  When more CapEx, cannot reduce debt, cannot stock buy back..  If they want to cut debt and more CapEx, they will have to cut dividend.. They will be soon like LUMN 5 years ago..  But with no talent in the management, spend more CapEx, without revenue growth, again like LUMN..    Maybe penny stock is where T/VZ will end up... 
 
My short-term, 1 year, estimate for VZ, $30 or less..  T, $13 or less..
 
When price war start..look  I cannot even image VZ and T .... 
 
And look like if they don't bring up the stock price, CEOs will be out of door very soon.. or they will initiate "Poison Pill" soon, like LUMN to avoid getting fired.
 
 
 


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