Date and Time
September 7, 2023 — 11am EST / 4pm UK

Key topics/focus points for the call will include:

  • All three Altice entities are separate legal restricted groups, but their fates are intertwined. Not only do the bonds often trade together, but if one of the entities can’t redeem or re-finance the bonds then Patrick Drahi might have to decide which entity he supports with his own personal wealth, or which restricted group he will support with asset sales from one of the others, if one of them is struggling (as France currently is).
  • New Street Research is uniquely positioned to be able to offer insights into how Drahi is likely to manage the three entities, as we cover all three restricted groups.
  • We are therefore able to take a step back and see the bigger picture as well as focus in on the detail.
  • Includes outlook and prospects at each entity, his own personal wealth and how it could be deployed.
  • Value at TopCo, and how this that might be unlocked.
  • Refinancing strategies at each group.
  • What the priorities are for each group and for him personally.