Events: Charter Communications “New Charter” Analysis May 2015

Charter Communications Events: "New Charter" Analysis May 31, 2015 SUMMARY INFO ("New Charter" pro forma for $100 cash election) NASDAQ: CHTR Recent PPS: $179.02 (5/29/15 close) Shares Out: 346 million Market Cap: $61,941 Net Debt: $61,500 Enterprise: $123,441 2015 EV/EBITDA: 8.9X P/FV: 66% ($272 FVPS) DISCUSSION John Malone finally has his target, not two years … Continue reading Events: Charter Communications “New Charter” Analysis May 2015

Advertisements

Events: Charter Communications FV Update May 2015

Charter Communications Events: FV Update May 12, 2015 SUMMARY INFO (Standalone CHTR) NASDAQ: CHTR Recent PPS: $178.78 (5/11/15 close) Shares Out: 116.01 million Market Cap: $20,740 Total Debt: $14,177 Enterprise: $34,917 DISCUSSION In the April 24 Deal Break Analysis, I made a critical modeling error - I grossly miscalculated the equity component of a CHTR … Continue reading Events: Charter Communications FV Update May 2015

Events: Charter Communications Deal Break Analysis April 2015

Charter Communications Events: Deal Break Analysis April 24, 2015 SUMMARY INFO (CHTR pro forma for BHN and TWC mid-pt) NASDAQ: CHTR Recent PPS: $185.75 Shares Out: 404.64 million Market Cap: $75,163 Total Debt: $63,961 Enterprise: $139,124 DEAL BREAK 17M CHTR DEAL BREAK ANALYSIS APRIL 2015 Discussion. That was quick. In less than a week, the … Continue reading Events: Charter Communications Deal Break Analysis April 2015

Events: Charter Communications FV Update & Scenario Analysis April 2015

Charter Communications Events: FV Update & Scenario Analysis April 19, 2015 SUMMARY INFO (CHTR pro forma for CMCSA, GreatLand and BHN transactions) NASDAQ: CHTR Recent PPS: $186.74 (Friday close) Shares Out: 172 million Market Cap: $32,119 Total Debt: $26,233 Enterprise: $58,353 CMCSA PPS: $58.42 (Thursday: $59.67) TWC PPS: $149.61 (Thursday: $158.20) SITUATIONAL REVIEW DOJ. Late … Continue reading Events: Charter Communications FV Update & Scenario Analysis April 2015