@jefke.bsky.social
Retail trying to not be fooled by randomness.
nodeepdives.substack.com
nodeepdives.substack.com
I agree. Seems like an overreaction / expecting more bad news to come during future updates?
July 2, 2025 at 7:16 AM
I agree. Seems like an overreaction / expecting more bad news to come during future updates?
Millicom is at their leverage target and will pay out about $510m as dividends. That still leaves $240m "spare cash" for 2025 for potential special dividends or share buybacks.
And "The 2025 targets exclude net proceeds and any impact from strategic initiatives"
And "The 2025 targets exclude net proceeds and any impact from strategic initiatives"
February 27, 2025 at 1:26 PM
Millicom is at their leverage target and will pay out about $510m as dividends. That still leaves $240m "spare cash" for 2025 for potential special dividends or share buybacks.
And "The 2025 targets exclude net proceeds and any impact from strategic initiatives"
And "The 2025 targets exclude net proceeds and any impact from strategic initiatives"
Goeie titel. Mag hij zijn bijzondere succesvergoeding van een half jaar geleden houden?
February 10, 2025 at 11:43 AM
Goeie titel. Mag hij zijn bijzondere succesvergoeding van een half jaar geleden houden?
The portfolio returned 27.8% in 2024, but that will be covered in a different post.
This one is just a quick word about each position in the portfolio at the start of 2025
This one is just a quick word about each position in the portfolio at the start of 2025
January 8, 2025 at 11:45 AM
The portfolio returned 27.8% in 2024, but that will be covered in a different post.
This one is just a quick word about each position in the portfolio at the start of 2025
This one is just a quick word about each position in the portfolio at the start of 2025
Chamath is pitching short $V $MA again, and stablecoins taking off.
Mentions a 300bp drag to the economy & high APRs ;)
@keubiko.bsky.social
Mentions a 300bp drag to the economy & high APRs ;)
@keubiko.bsky.social
January 4, 2025 at 9:27 PM
I like $GTX, but I related thought I had was:
When 4 distressed funds own > 50% and want out, then why hasn't this company been taken private yet?
When 4 distressed funds own > 50% and want out, then why hasn't this company been taken private yet?
December 5, 2024 at 2:49 PM
I like $GTX, but I related thought I had was:
When 4 distressed funds own > 50% and want out, then why hasn't this company been taken private yet?
When 4 distressed funds own > 50% and want out, then why hasn't this company been taken private yet?
This could lead to some selling pressure, which seems like excellent timing to launch a share buyback program.
www.globenewswire.com/news-release...
www.globenewswire.com/news-release...
Millicom (Tigo) intends to consolidate listing of shares on NASDAQ U.S. by delisting SDRs from Nasdaq Stockholm and resumes shareholder remuneration
Millicom (Tigo) intends to consolidate listing of shares on NASDAQ U.S. by delisting SDRs from Nasdaq Stockholm and resumes shareholder remuneration ...
www.globenewswire.com
November 29, 2024 at 4:30 PM
This could lead to some selling pressure, which seems like excellent timing to launch a share buyback program.
www.globenewswire.com/news-release...
www.globenewswire.com/news-release...
However, the stock was down 4% on this announcement. How come?
Likely because Millicom also announced they will stop dual listing and delist the SDRs (Swedish shares).
Most of the volume is in the SDRs and presumaby some Swedish institutions would hold the SDR, but not the US listing.
Likely because Millicom also announced they will stop dual listing and delist the SDRs (Swedish shares).
Most of the volume is in the SDRs and presumaby some Swedish institutions would hold the SDR, but not the US listing.
November 29, 2024 at 4:30 PM
However, the stock was down 4% on this announcement. How come?
Likely because Millicom also announced they will stop dual listing and delist the SDRs (Swedish shares).
Most of the volume is in the SDRs and presumaby some Swedish institutions would hold the SDR, but not the US listing.
Likely because Millicom also announced they will stop dual listing and delist the SDRs (Swedish shares).
Most of the volume is in the SDRs and presumaby some Swedish institutions would hold the SDR, but not the US listing.