After annnounce $60B stock buy back (2023 to 2025) TMUS today.. | LUMN Message Board Posts


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Msg  181841 of 183603  at  9/10/2022 1:00:09 AM  by

from6454

The following message was updated on 9/10/2022 1:15:35 AM.

Re: After annnounce $60B stock buy back (2023 to 2025) TMUS today..

   
<<<I own them, getting $5B in synergies this year which will add to CF. JPM has them at 10% fcf yield in ‘24. Growing nicely, will be buying up to $60B in stock by ‘26.>>>
 
I don't dispute those numbers.  But as stock price react totally different with management's positive statement and numbers.  Don't you wonder why?   It is actually very similar to when LVLT merged with CTL.  A positive synergy, FCF and many other positive news from the M&A, but stock price went south.
 
VZ and T will not let TMUS take their customers without a fight.  Valuation is very high, if they unable to keep up subscription number growth, that will be the end.  That is my concern. 
 
Take a look of their institution ownership.  Institutions investors are reducing their ownership, and the institution ownership are at very low percentage.  Maybe this is another learning experience.
And I also see many insiders are selling..  especial when you see Softbank sold 35% of their holding during 2Q of 2022..   If you made some good money from TMUS, sell some in the money call just in case upside doesn't come. 
 
 
 
 
 


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Replies
Msg # Subject Author Recs Date Posted
181842 Re: After annnounce $60B stock buy back (2023 to 2025) TMUS today.. Professor Longhair 0 9/10/2022 9:18:22 AM
181846 Re: After annnounce $60B stock buy back (2023 to 2025) TMUS today.. from6454 0 9/10/2022 2:51:02 PM




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