EVENT

Client call on Liberty Global/ VMO2 With James Ratzer

Date and Time
March 6, 2026 — 10am EST / 3pm UK
Location
Virtual
Hosted by James Ratzer

Following the transformational transactions that Liberty Global announced a couple of weeks ago, we will be hosting an interactive call to discuss our latest thoughts on the name, following the recent publication of a note setting out our post-deal forecasts.

We published our initial thoughts on the Liberty Global transactions (here), followed by a more comprehensive review out today (see here) and a new company model (see here).

We will give a presentation addressing the fundamental outlook for the OpCos, impacts from the transactions, different approaches to valuing the equity and what Liberty Global could consider as its next steps.

The presentation will be followed by an interactive Q&A session.

Register

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