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Liberty Global/ VMO2/ Ziggo Update Call: Where is the Cash Going?

November 13, 2026 — 3 PM UK / 10 AM ET

Virtual

Hosted by James Ratzer and Ben Rickett

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Nov
12
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# CALL INVITE # Call with TIM CEO, Alberto Griselli

November 12, 2026 — Virtual
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Event Details
Nov
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# CLIENT CALL INVITE # STARLINK MOBILE AND META MUSE RISK IN EM

November 12, 2026 — Virtual
Hosted by Chris Hoare

Event Details

Communications Research

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Inwit 3Q26: Valuation more balanced here. Back to Neutral.

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Vodafone: Cost targets suggest further upgrades

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Vodacom (Buy) Q2 27: Strong quarter; faster Egypt, EBITDA ahead of guidance

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TIM Brasil (Buy) - Q3 26: Slower top line, robust margins and FCF

By Chris Hoare
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KT (Buy) – Q3 26 Quick Take: Soft quarter but exit ARPU shows early signs of stabilisation

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