Tele Columbus AG (Seite 11)
eröffnet am 14.01.15 13:40:21 von
neuester Beitrag 28.05.24 23:30:14 von
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ISIN: DE000TCAG172 · WKN: TCAG17 · Symbol: TC1
0,7000
EUR
+9,38 %
+0,0600 EUR
Letzter Kurs 29.05.24 Hamburg
Neuigkeiten
TitelBeiträge |
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03.01.24 · dpa-AFX |
28.11.23 · dpa-AFX |
12.11.23 · dpa-AFX |
13.08.23 · dpa-AFX |
Werte aus der Branche Telekommunikation
Wertpapier | Kurs | Perf. % |
---|---|---|
0,9713 | +4.661,27 | |
1,6200 | +1.372,73 | |
9,0200 | +69,23 | |
11,000 | +15,79 | |
3,3500 | +15,52 |
Wertpapier | Kurs | Perf. % |
---|---|---|
2,5000 | -10,71 | |
16,920 | -11,32 | |
1,0500 | -21,64 | |
1,5200 | -24,00 | |
24,800 | -49,95 |
Beitrag zu dieser Diskussion schreiben
Antwort auf Beitrag Nr.: 74.872.440 von NETTI_II am 28.11.23 08:47:01mache ich auch zum ersten Mal. Habe auch nicht durchschaut ob es einen Nachteil gibt, glaube nicht.
Weil kommen tut es auf jeden Fall. Mit 90% Zustimmung ist es der schnellste Weg. Ansonsten gehen sie den Weg über 75% und der dauert länger, und mit der Ad-hoc Gruppe schaffen sie das. So wie ich das verstanden habe.
Weil kommen tut es auf jeden Fall. Mit 90% Zustimmung ist es der schnellste Weg. Ansonsten gehen sie den Weg über 75% und der dauert länger, und mit der Ad-hoc Gruppe schaffen sie das. So wie ich das verstanden habe.
kauf mal einer bidde die 212000 Stücke weg
ich mache so ein look-up Agreement das erste Mal. hat das Vorteile, wenn ich dem nicht zustimme?
es schaut so aus, als würde man durch das Zustimmen eher von der Early Consent Fee profitieren.
Beim ersten Mal echt etwas verwirrend.
es schaut so aus, als würde man durch das Zustimmen eher von der Early Consent Fee profitieren.
Beim ersten Mal echt etwas verwirrend.
TC Prognosen
Hab mal die Präsi für die Kreditoren durchgeschaut. Plan ist dass ab 2026 es wieder einen positiven FreeCashflow gibt.
EBITDA sich von 2024 bis 2028 verdoppelt
Net Leverage soll dann 2028 4,4x sein
212.000 Stücke auf der 68 im Brief
FAKE? Soll das eine Abschreckung sein??
FAKE? Soll das eine Abschreckung sein??
und um meine theorie zu untermauern, dommi's aussagen aus dem Q2-call:
(inaudible) question on Tele Columbus. So I appreciate that you're -- you're
not directly running the company. You're large shareholder of 40% and it
looks like it needs a lot of money, like high hundreds of millions of euros
given its current leverage and EBITDA trajectory. I mean, are you willing to
be diluted as the current sort of 40% economic interest something that you
want -- you're very keen to retain? Are you open-minded on all outcomes for
Tele Columbus? Could you give us an idea, just your broad thinking on the
stake and how you look at it to grow? Thank you.
Ralph Dommermuth, Chief Executive Officer:
Well, I think, we're at the very beginning of this process. The facts aren't
yet on the table. What a financing scheme could look like, whether additional
capital will be necessary or not, how much capital will be needed because
over the next few years we will migrate from cable to fiber optic requiring a
lot of investment, we have to take a closer look at that. We haven't taken
the decision yet.
In principle, the idea was that when we -- to go over Tele Columbus, we spoke
of a corridor somewhere between 25% and 49% that we would -- we wanted to
acquire because that has something to do with the voting rights and I don't
think there's any change in that corridor. We're at 40% now. It depends a bit
on the conditions whether we stay at 40%, whether we go beyond that, whether
we sell 30% will be enough as well? We'll have to see. But we will remain
somewhere between these 25% and 49%. We certainly don't want to take over the
company because then we also would have to consolidate the debt. We certainly
don't want to do that. So certainly, the upper limit is 49.9%. We only -- we
don't want to drop below 25.1% because that would limit our rights in terms
of governance. So, in between that or inside that corridor, we will have to
see what is optimal for us.
I don't see any other question. There's one here in the front.
(inaudible) question on Tele Columbus. So I appreciate that you're -- you're
not directly running the company. You're large shareholder of 40% and it
looks like it needs a lot of money, like high hundreds of millions of euros
given its current leverage and EBITDA trajectory. I mean, are you willing to
be diluted as the current sort of 40% economic interest something that you
want -- you're very keen to retain? Are you open-minded on all outcomes for
Tele Columbus? Could you give us an idea, just your broad thinking on the
stake and how you look at it to grow? Thank you.
Ralph Dommermuth, Chief Executive Officer:
Well, I think, we're at the very beginning of this process. The facts aren't
yet on the table. What a financing scheme could look like, whether additional
capital will be necessary or not, how much capital will be needed because
over the next few years we will migrate from cable to fiber optic requiring a
lot of investment, we have to take a closer look at that. We haven't taken
the decision yet.
In principle, the idea was that when we -- to go over Tele Columbus, we spoke
of a corridor somewhere between 25% and 49% that we would -- we wanted to
acquire because that has something to do with the voting rights and I don't
think there's any change in that corridor. We're at 40% now. It depends a bit
on the conditions whether we stay at 40%, whether we go beyond that, whether
we sell 30% will be enough as well? We'll have to see. But we will remain
somewhere between these 25% and 49%. We certainly don't want to take over the
company because then we also would have to consolidate the debt. We certainly
don't want to do that. So certainly, the upper limit is 49.9%. We only -- we
don't want to drop below 25.1% because that would limit our rights in terms
of governance. So, in between that or inside that corridor, we will have to
see what is optimal for us.
I don't see any other question. There's one here in the front.
Das Geld kommt von Morgan Stanley Infrastructure unbd wird T C wieder richtig aufstellen, oder ?
Alles Spekulation. Brauchen schon mehr Details zu den Vereinbarungen. Ich kann mir z.B. ne normale Kapitalerhöhung nicht so richtig vorstellen. Zudem würde ich brennend gerne genau wissen, wer das alte FK hält? Der Aktienkurs macht zumindest erstmal das, was ich befürchtet habe. Nämlich garnichts. Er wird wohl auch weiter abbröckeln. Wobei natürlich noch nicht aller Tage Abend ist...Ich werde das interessiert weiter beobachten von der Seitenlinie.
Antwort auf Beitrag Nr.: 74.850.138 von Aktienduffy am 22.11.23 19:53:07Mit der Rechnung hast du eine punktlandung 😂
293*0,95*0,4/(293+148)=0,2517
293*0,95*0,4/(293+148)=0,2517
03.01.24 · dpa-AFX · Deutsche Telekom |
28.11.23 · dpa-AFX · Deutsche Telekom |
12.11.23 · dpa-AFX · 1&1 |
13.08.23 · dpa-AFX · Borussia Dortmund |
13.08.23 · dpa-AFX · Tele Columbus |
11.08.23 · dpa-AFX · Tele Columbus |