- The good: investors are banking on a return to growth, based on either mobility or yet another off-net revenue stream.
- The bad: investors are assuming that existing strategies (marketing and up-selling) can restore growth.
- The ugly: investment banks are pushing the stock among their institutional investor customers a. to make the share prise rise, b. to make nice with the Ziggo management and c. to get a slice of the pie once a public offer from Liberty Global needs to be executed.
Wednesday, April 24, 2013
Ziggo's share prise has been on the rise over the past few months, despite deteriorating results. There are (at least) three possible explanations:
at 2:36 am