NTL Incorporated (NTLI) reports tomorrow morning. This stock has been my personal Waterloo but I think that investors are overly pessimistic especially in light of the significant free cash flow the company can generate in a no growth environment. The bar is set quite low for the quarter given the lousy action in the stock […]
NTL Holdings (NTLI), have been under severe pressure lately due investor fears about the intense competitive environment for broadband in the UK. As the largest cable company in the UK, NTLI has significant market share in broadband. Even though about 70% of its subscribers take the triple play bundle of cable TV, broadband, and telephony, […]
On Monday morning, UBS Cable Analyst Aryeh Bourkoff hosted a conference call with Stephen Burch, CEO of NTL Incorporated (NTLI). I thought the call went well although the stock went down on Monday and Tuesday. I continue to hold all of Northlake’s long positions in NTLI and feel the stock offers incredible value at current […]
I am not sure what to make of this but last week two separate reports surfaced about heavy buying of NTL call options. Here is the comment that appeared on StreetInsight.com: U.K. based media company NTL Holdings (NTLI-$27) is trading almost 8 times its average daily call option volume today, with over 9,000 contracts changing […]
NTL Incorporated (NTLI) reported 1Q06 earnings as expected including the hoped for acceleration in cost savings synergies from its merger with Telewest. Investors are responding favorably to the report and follow-up conference call, moving NTLI shares 2-3% higher. I think the stage is set for NTLI shares to move into the mid $30s or higher […]
NTL Incorporated (NTLI) shares have held onto most of their gains following the early March closure of the company’s merger with Telewest. Since that time, the company has also formally announced its merger with Virgin Mobile that is schedule to close in June. NTLI reports tomorrow and the focus will be on cost reductions related […]
Jim Cramer mentioned NTL Incorporated (NTLI) bullishly last night on Mad Money, including a mention of my analysis on StreetInsight.com that is also posted here. With Cramer putting the stock in the news, I wanted to mention that the company recently announced it will report before the open next Tuesday, May 9. Additionally, at least […]
Given Northlake’s new long position, in NTL Incorporated (NTLI), I pay close attention to the press reports out of the UK. I follow them via Google News doing a simple daily search on NTL. Sunday’s articles were particularly interesting. First, there is an interesting profile of Richard Branson’s history with Virgin Mobile and some of […]
Last week, I re-entered NTL Incorporated (NTLI) from the long side after a several month absence. I outlined the rationale behind my decision to buy in this post but failed to provide a lot of numbers. So here goes… NTLI has 283 million shares outstanding following a 2.5 to 1 split that occurred simultaneous to […]
Last Friday, I purchased a new position in NTL Incorporated (NTLID – the D will be dropped shortly) across all Northlake client accounts. I think the stock has potential upside to at least $40 per share based on a successful merger with Telewest. The merger closed at the beginning of March. I define success as […]
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