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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Area51 who wrote (72333)2/15/2023 7:46:45 AM
From: E_K_S1 Recommendation

Recommended By
Area51

  Read Replies (1) | Respond to of 78659
 
Re: LUMN

Stock selling below their capital asset investments made over the previous 5 years. Also well below their BV. Now I see LUMN as a takeover candidate for their infrastructure assets perhaps w/ a value of $7/share.

Not Buying shares but not selling either.



To: Area51 who wrote (72333)2/15/2023 9:16:55 AM
From: Spekulatius1 Recommendation

Recommended By
Iron Mick

  Read Replies (1) | Respond to of 78659
 
Area51 - guiding down the numbers has been a consistent pattern since the Level3 merger.

I do think that the bonds yielding 15% are a much better play than the stock (which might be a zero).

I disagree with E_K_S that LUMN is a takeover play, mainly because of the persistent issues with the business and the high debt load. No acquirer will likely want to deal with this toxic combination.


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