COMPANY
Orange
ORA:FP
Primary coverage by Russell Waller
Research
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Altice France (SFR) Post restructuring update –downgrade to Equal Weight on the bonds and new Neutral rating on the equity – equity implying a high M&A probabilityOctober 7, 2025 — Russell Waller
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Sub-Saharan African Telecoms - Another good performance; Q2 25 reviewOctober 1, 2025 — Chris Hoare
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France: Is an XpFibre stake sale the first domino to fall in the French M&A process?September 22, 2025 — Russell Waller
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Why you should be reading the Tariff Tracker – a leading SR indicatorSeptember 15, 2025 — Russell Waller and James Ratzer
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Zegona/MasOrange Fibre JV: A big step forwards with proceeds announcedAugust 4, 2025 — James Ratzer and Russell Waller
Events
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Oct
2CommunicationsOctober 2, 2024 — VirtualHosted by James Ratzer, Russell Waller and Ben RickettWatch Replay -
Feb
3CommunicationsFebruary 3, 2023Hosted by Jonathan Chaplin, James Ratzer and Russell WallerWatch Replay -
Jan
9CommunicationsJanuary 9, 2023Hosted by Jonathan Chaplin, Blair Levin, James Ratzer, Russell Waller, Chris Hoare and Soomit DattaWatch Replay
