テレフォン・アンド・データ・システムズ【TDS】の掲示板

現在どうなってんでしょう
https://www.columbia.edu/~tmd2142/tds-deep-dive.html

There are two pockets of value at the TDS level:
71mn shares of USM = $4.6bn @ $65ps
a wireline business generating a bit under $300mn of EBITDA. They are rapidly building out fiber, which is now over one-third of the footprint. We value this at $1.4bn (5x EBITDA), which is a 35% discount to their trailing five years of CapEx
TDS has $2.0bn in debt and prefs
This gets to a TDS SOTP of $35ps