@jefke.bsky.social
Retail trying to not be fooled by randomness.
nodeepdives.substack.com
nodeepdives.substack.com
Millicom out with FY24 Results $TIGO
'24 FCF: $725m (vs estimates of $675m)
'25 FCF guidance: $750m (vs $703m est)
At $28, that's about 15.3% LTM FCF yield, 15.8% fwd
Reconfirming a quartertly $0.75 dividend to be sustained or grown
(That's $3 per year or 10.7% dividend yield)
'24 FCF: $725m (vs estimates of $675m)
'25 FCF guidance: $750m (vs $703m est)
At $28, that's about 15.3% LTM FCF yield, 15.8% fwd
Reconfirming a quartertly $0.75 dividend to be sustained or grown
(That's $3 per year or 10.7% dividend yield)
February 27, 2025 at 1:26 PM
Millicom out with FY24 Results $TIGO
'24 FCF: $725m (vs estimates of $675m)
'25 FCF guidance: $750m (vs $703m est)
At $28, that's about 15.3% LTM FCF yield, 15.8% fwd
Reconfirming a quartertly $0.75 dividend to be sustained or grown
(That's $3 per year or 10.7% dividend yield)
'24 FCF: $725m (vs estimates of $675m)
'25 FCF guidance: $750m (vs $703m est)
At $28, that's about 15.3% LTM FCF yield, 15.8% fwd
Reconfirming a quartertly $0.75 dividend to be sustained or grown
(That's $3 per year or 10.7% dividend yield)
The portfolio returned 27.8% in 2024, but that will be covered in a different post.
This one is just a quick word about each position in the portfolio at the start of 2025
This one is just a quick word about each position in the portfolio at the start of 2025
January 8, 2025 at 11:45 AM
The portfolio returned 27.8% in 2024, but that will be covered in a different post.
This one is just a quick word about each position in the portfolio at the start of 2025
This one is just a quick word about each position in the portfolio at the start of 2025