@gilmourkh Avatar @gilmourkh gilmour

gilmour posts on X about $tigo, debt, chile, $lilak the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

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Social Influence

Social category influence finance 34.15% countries 26.83% stocks 14.63% currencies 7.32% technology brands 4.07% cryptocurrencies 1.63% social networks 0.81%

Social topic influence $tigo #1, debt 8.94%, chile #1733, $lilak 7.32%, $amx #5, colombia 4.88%, puerto rico 4.88%, tigo 4.07%, stocks 4.07%, countries 4.07%

Top accounts mentioned or mentioned by @jefke00 @bonhoefferkds @chalis_stonks @millicom @ow64721107 @thewritser @backoftheenvelo @tacoenthusiast2 @lejooon @redinvestor9 @2ndlevel @fredriktoss @arnebuffett @robinhanson @kab604 @returnsjourney @biohazard3737 @harengrouge @rhomboid1mf @womcolombia

Top assets mentioned Millicom International Cellular S.A. Common Stock (TIGO) America Movil S.A.B de C.V (AMX) Alphabet Inc Class A (GOOGL) Evotec SE (EVO) Charter Communications Inc (CHTR) Oxygen (OXY) Danaher Corporation (DHR) Sirius XM Holdings Inc (SIRI) Liberty Media Corporation Series A Liberty SiriusXM Common Stock (LSXMA) Spotify Technology (SPOT)

Top Social Posts

Top posts by engagements in the last [--] hours

"Det viktigaste att veta hr r allts att $TIGO/NJJ betalar [--] miljoner USD dvs [--] var direkt eftersom de kper hlften var. Tigo ansvarar INTE fr skulderna i Chile. Dvs misslyckas allt hr r det som att Millicom tappat $25 miljoner [--] cent per aktie mellan soffkuddarna. From Telefnica's press release: Enterprise value $1215m (my note: approx 3.7x multiple) $150m additional payment "conditional upon the possible occurrance of certain events in the Chilean market" Upfront $50m cash payment $340m deferred payment settled based on From Telefnica's press release: Enterprise value $1215m (my note:"
X Link 2026-02-11T09:58Z [----] followers, 16.2K engagements

"Straight into my veins"
X Link 2025-12-11T20:55Z [----] followers, 40.2K engagements

"Castellum sljer logistik till Catena"
X Link 2025-12-22T16:31Z [----] followers, 13K engagements

"Wouldn't be entirely surprised if $TIGO is looking at the possibility of hammering out a merger deal with WOM fairly soon after the new administration is in place in about a month's time. Obviously depending on the financial terms regulatory acceptance remedies etc. They didn't do this but the JV structure addresses the same issue. Earnouts plus call option also seem sensible providing plenty upside. Call option exercise under a repaired mkt structure would create immediate value for $TIGO. The spring keeps coiling. They didn't do this but the JV structure addresses the same issue. Earnouts"
X Link 2026-02-10T17:48Z [----] followers, [----] engagements

"$AMX Q4 out yesterday. Showing nice stable progress in both Colombia and Central America everything looking up qoq. Some comments on Chile from the cc. They are looking towards eventual market consolidation $TIGO"
X Link 2026-02-11T19:33Z [----] followers, [----] engagements

"Millicom $TIGO"
X Link 2024-09-05T07:11Z [----] followers, 17K engagements

"Millicom $TIGO has been slimmed and turned around in the last year or so truly impressive work. Operationally it's in better shape than ever. Tower monetization should happen any day. However the company has one large remaining strategic vulnerability"
X Link 2024-09-25T08:57Z [----] followers, 15K engagements

"Uruguay acquisition closed. Ecuador should follow shortly. $TIGO"
X Link 2025-10-07T14:35Z [----] followers, [----] engagements

"Carlos Slim just did an extremely rare long interview in [--] parts on Youtube. Many people don't know his track record due to language barriers but he may be second only to Buffett in their genre of investor-businessmen who built wealth across several industries. $TIGO $AMX"
X Link 2025-10-13T15:21Z [----] followers, 13.7K engagements

"If these payments to Telefonica are equal weighted between the years this means that there is a positive effect of just shy of [--] musd against the efcf guidance of [---] for [----] $TIGO"
X Link 2025-11-04T11:43Z [----] followers, 13K engagements

"kat $EVO p dippen i [--] r brjar f mjlksyra HJLP kat $EVO p dippen i [--] r brjar f mjlksyra HJLP"
X Link 2026-01-14T16:09Z [----] followers, 11.8K engagements

"Longleaf: holds for a decade plus of mediocre execution and macro headwinds and then promptly sells halfway through a great turnaround while making it sound like they made a brilliant opportunistic trade. This is Value Investing as a Service folks. $TIGO"
X Link 2026-01-16T13:53Z [----] followers, [----] engagements

"They didn't do this but the JV structure addresses the same issue. Earnouts plus call option also seem sensible providing plenty upside. Call option exercise under a repaired mkt structure would create immediate value for $TIGO. The spring keeps coiling. A note on the rumoured Chile purchase: Guessing that $TIGO could declare it an unrestricted subsidiary upon closing meaning the leverage calculation on a consolidated basis would only go up by the price paid for the equity. A note on the rumoured Chile purchase: Guessing that $TIGO could declare it an unrestricted subsidiary upon closing"
X Link 2026-02-10T15:00Z [----] followers, 13.2K engagements

"$TIGO Det viktigaste att veta hr r allts att $TIGO/NJJ betalar [--] miljoner USD dvs [--] var direkt eftersom de kper hlften var. Tigo ansvarar INTE fr skulderna i Chile. Dvs misslyckas allt hr r det som att Millicom tappat $25 miljoner [--] cent per aktie mellan soffkuddarna. Det viktigaste att veta hr r allts att $TIGO/NJJ betalar [--] miljoner USD dvs [--] var direkt eftersom de kper hlften var. Tigo ansvarar INTE fr skulderna i Chile. Dvs misslyckas allt hr r det som att Millicom tappat $25 miljoner [--] cent per aktie mellan soffkuddarna"
X Link 2026-02-11T21:20Z [----] followers, [----] engagements

"Det hr r s klart inte det minsta applicerbart p svenska seriefrvrvare som tur r. Kravis is describing the death of the most profitable trade in private equity history. The rollup math used to be simple. Buy [--] plumbing companies at 4-5x EBITDA combine them into a platform exit at 12-15x. Pure multiple arbitrage. No operational improvement required. GF Data Kravis is describing the death of the most profitable trade in private equity history. The rollup math used to be simple. Buy [--] plumbing companies at 4-5x EBITDA combine them into a platform exit at 12-15x. Pure multiple arbitrage. No"
X Link 2025-12-26T23:32Z [----] followers, 21.8K engagements

"Liberty takes Three Ireland (Eir comp) Telenor takes [--] (Tele2) Clears road for: Windtre buys Iliad Italia Paid thru Iliad stake+operational control in CK spinco CK monetizes fully over time (put and call option w Iliad at FMV) Li Ka-Shing please DM me for IB fee details CK HUTCHISON IS IN TALKS TO SELL THREE IRELAND ITS IRISH MOBILE OPERATOR TO LIBERTY GLOBAL- FT CK HUTCHISON IS IN TALKS TO SELL THREE IRELAND ITS IRISH MOBILE OPERATOR TO LIBERTY GLOBAL- FT"
X Link 2026-01-20T09:11Z [----] followers, [----] engagements

"100%. Almost nobody in equities knows even the most basic stuff about credit. I think there's enormous benefits to spending time in special situations land (Buffett and Munger did). Even when analyzing 'better businesses' the experience helps you think about probabilities certainty of cash flows range of outcomes etc. I also think many equity I think there's enormous benefits to spending time in special situations land (Buffett and Munger did). Even when analyzing 'better businesses' the experience helps you think about probabilities certainty of cash flows range of outcomes etc. I also think"
X Link 2026-01-29T20:06Z [----] followers, [----] engagements

"nd tur att torkad frukt r 100% ofelbart tminstone. Lugna er nu grabbar vi snackar inte skra vinnare som tjejklder eller torkad frukt hr. Lugna er nu grabbar vi snackar inte skra vinnare som tjejklder eller torkad frukt hr"
X Link 2026-02-10T12:41Z [----] followers, 15K engagements

"@redinvestor9 Detta r i Chile"
X Link 2026-02-10T18:19Z [----] followers, [---] engagements

"De frskte men har nu inte lngre sjlva tid fr att delta i en konsolidering i Chile som frmodligen tar ett r eller mer frn det att man kritat p. Drfr sljer man hr fr en spottstyver men fr ocks viss del i uppsida ifall s sker"
X Link 2026-02-11T09:58Z [----] followers, [----] engagements

"Gller helt enkelt att hlla tungan rtt i mun mellan EV-basis (dvs vrdet p hela bolaget inkl. skulder) equityvrde samt finansiella taganden fr att frst exponering i en telecomaffr. Media tenderar ibland kasta runt siffror p mf och inte gra distinktioner tydliga"
X Link 2026-02-11T09:58Z [----] followers, [---] engagements

"@2nd_level_ Hur lnge de klarar sig r bokstavligen det mest intressanta som pgr i marknaden just nu. Du fr grna lta dem vara om du vill men ingen annan kommer gra det"
X Link 2026-02-13T19:23Z [----] followers, [---] engagements

"@FredrikToss Like all EM stocks USD weakness helps. Doubly so here because it helps both the balance sheet and the income statement. As the delisting flows dissipate the stock should once again start having a negative correlation with the USD"
X Link 2025-03-17T21:32Z [----] followers, [---] engagements

"@arnebuffett SFR up for sale is all over French media. Potential TIM/Iliad tie-up has been reported on for a couple of months. CK Hutchison looking for the exit and Telenor being interested is an almost perennial story"
X Link 2025-04-07T12:46Z [----] followers, [---] engagements

"Current telco deals on the horizon in Europe: TIM/Iliad Iliad consolidating Eir SFR breakup Telefonica buying out Liberty in UK JV Liberty buying out Vodafone in Dutch JV Liberty selling in Ireland Telenor/3 in Sweden and Denmark More"
X Link 2025-04-10T12:26Z [----] followers, [----] engagements

"Friday feeling $TIGO"
X Link 2025-04-25T10:44Z [----] followers, [----] engagements

"I suspect that this is also a reason why stocks (not stock investors) offer better performance in spite of better liquidity. People love RE and the idea of owning RE whether that is their own house or as an investment vehicle. Which is generally reflected in price"
X Link 2025-05-04T14:56Z [----] followers, [---] engagements

"RE ownership confers increased societal status in small and in large at all price range levels and asset types. Everyone may not explicitly "know" that but they can feel it in their bones"
X Link 2025-05-04T14:56Z [----] followers, [----] engagements

"Friday feeling $TIGO"
X Link 2025-05-09T11:07Z [----] followers, [----] engagements

"Friday feeling $TIGO"
X Link 2025-05-23T10:29Z [----] followers, [----] engagements

"Why do you see EM telcos trying to move to local debt whenever it can be obtained Because they don't want to be effectively short hard currency. Their business is their operations not currency speculation. $TIGO This is something that ought to be highlighted and better explained in @Millicom investor communications -- as a service both to current and prospective shareholders. https://t.co/jmGPphUap6 This is something that ought to be highlighted and better explained in @Millicom investor communications -- as a service both to current and prospective shareholders. https://t.co/jmGPphUap6"
X Link 2025-06-22T10:20Z [----] followers, [----] engagements

"If available they will opt for local debt at higher interest rates hurting short-term cash flows than can be obtained in USD because they don't want to have a directional bet on currencies if they can help it"
X Link 2025-06-22T10:20Z [----] followers, [---] engagements

"You see them highlighting dollarized markets because soft currencies have been a constant drag on revenue growth for almost as long as anyone remembers. But maybe they won't painstakingly spell out exactly what this means in terms of actual exposure for the investor"
X Link 2025-06-22T10:20Z [----] followers, [---] engagements

"To illustrate we can take the more unusual scenario: in the mid-00s several countries (Chile Brazil Peru Argentina China Malaysia Thailand Russia etc) actually LIFTED their currencies against USD. Similar things happened in the 80s with the Plaza Accord"
X Link 2025-06-22T10:20Z [----] followers, [---] engagements

"On the other hand the Asian crisis in '97 the breaking of Bank of England in '92 and numerous other financial crises in history happened because local currencies were overvalued and could not be defended any longer"
X Link 2025-06-22T10:20Z [----] followers, [---] engagements

"Of course you can try to hedge away the currency exposure in the debt but hedges cost money and have to be renewed and the debt comes due and has to be paid off in its denominated currency under unknown future circumstances"
X Link 2025-06-22T10:20Z [----] followers, [---] engagements

"A dollar peg means that in a "normal" environment the currency will perform like the USD which makes business planning in the short to medium term easier than under constant inflation"
X Link 2025-06-22T10:20Z [----] followers, [----] engagements

"A few years back I saw an insane amount of outrageous 1y perf indicating high concentration in risky names. Thats just unavoidable top signal behavior. Now I see all these extremely diversified portfolios as if its a stamp collection"
X Link 2025-07-06T12:52Z [----] followers, [----] engagements

"Too little risk if you are seriously trying to stockpick. If you are young and can earn back the portfolio value in a couple of years from wage income why are you imitating mutual fund allocation schemes Craziness"
X Link 2025-07-06T12:52Z [----] followers, 15.5K engagements

"@Bonhoeffer_KDS But Im not a bull on US wired incumbents and never have been. In most parts of Europe wired internet is pretty damn cheap already"
X Link 2025-07-07T14:11Z [----] followers, [---] engagements

"@Bonhoeffer_KDS All the movements I see are towards fewer competitors not more. We see the overbuilders and MVNOs currently living off the fumes of cheap debt from years back but we see no new entrants. Customers seem receptive to catch up price hikes and regulators are OK with consolidation"
X Link 2025-07-07T14:30Z [----] followers, [---] engagements

"Just buy the good serial acquirers and avoid the bad (simple). Spread your bets among 25-30 names with the same business model to diversify. Your portfolio definitely won't all just be exposed to a single factor. In Sweden serial acquirers are popular and you pay P/E [----] for an average company with high debt. In South Africa however you pay P/E of [--] for a in practice UK-company with net cash and higher quality/stability. Avoid the popularity premium At least that's what I do In Sweden serial acquirers are popular and you pay P/E [----] for an average company with high debt. In South Africa"
X Link 2025-07-15T16:15Z [----] followers, [----] engagements

"Thats fascinating information. Im getting old so I almost forget five years ago when Swedish real estate taxation was uniquely benign. @gilmourkh Sweden probably has the most favourable tax amortization benefit in the world for acquirers. Intangibles and goodwill are deductible on a SL basis over [--] years. Most countries are closer to [--] for intangibles and a lot dont allow goodwill to be amortized on a tax basis at all. @gilmourkh Sweden probably has the most favourable tax amortization benefit in the world for acquirers. Intangibles and goodwill are deductible on a SL basis over [--] years."
X Link 2025-07-15T19:16Z [----] followers, [----] engagements

"Its Q2 [----]. $CHTR churned low margin customers to wireless for the 56th quarter in a row. A far-sighted American mutual fund manager has a crazy new thesis: maybe international converged players with low price points in consolidating markets are the future"
X Link 2025-07-25T14:01Z [----] followers, [----] engagements

"In the interview long-term relationships with clients is discussed -- a pattern I noticed with the Iliad empire"
X Link 2025-08-12T12:06Z [----] followers, [---] engagements

"@robinhanson If a person didn't realize ChatGPT did this without South Park telling them they might be a helpless case"
X Link 2025-08-27T15:44Z [----] followers, [---] engagements

"@kab604 @ReturnsJourney Let's not do basket case investing in the UK and instead focus on the blue chip EM markets like Guatemala"
X Link 2025-09-02T10:26Z [----] followers, [---] engagements

"My assumption from here would be that they want to get as close to 50% as possible before Q3 quiet period more advancements in the Colombia process and the stock goes ex-dividend"
X Link 2025-09-02T14:51Z [----] followers, [----] engagements

"I also assume they will take delivery of the stock in bulk and thus only report their stake increase once instead of at each 1% increment. A similar strategy was likely used in their initial stakebuild when Soc Gen held 8% of the shares outstanding until transfer to Atlas"
X Link 2025-09-02T14:51Z [----] followers, [----] engagements

"I am bearish everything about the economy because people are so dumb and politicians are woke leftists that will destroy the industrial base and throw us all into pits of fire but first there will be a big fat recession. Also long oil and commodities. One day maybe soon OPEC+ quotas will rise and oil prices will rise too One day maybe soon OPEC+ quotas will rise and oil prices will rise too"
X Link 2025-09-05T14:22Z [----] followers, [----] engagements

"@ow64721107 They just got a new Fitch rating for their Paraguay entity. Benitez met the president of the country the other day. Its a [--] maturity so no real hurry to call especially as the are actively weighting towards local debt. Pretty sure they are doing a refi"
X Link 2025-09-07T14:14Z [----] followers, [---] engagements

"https://api.omarshehata.me/substack-proxy/articles/alwaysinvertit-substack-com-p-jeff-bezos-names-the-worlds-best.html https://api.omarshehata.me/substack-proxy/articles/alwaysinvertit-substack-com-p-jeff-bezos-names-the-worlds-best.html"
X Link 2025-09-19T20:39Z [----] followers, [----] engagements

"First result when I google "Bouygues IR". The link leads to Bouygues IR page. The text in the image is not present there for obvious reasons. Are Google results actually revealing a draft for an upcoming solo bid for SFR by Bouygues"
X Link 2025-09-30T20:44Z [----] followers, 11.5K engagements

"We will see what happens with this merger but as @thewritser pointed out Bouygues has NOT accidentally leaked anything. I was primed by just having read an article that said Bouygues might attempt a solo takeover. The image text is related to a [----] merger attempt. False alarm First result when I google "Bouygues IR". The link leads to Bouygues IR page. The text in the image is not present there for obvious reasons. Are Google results actually revealing a draft for an upcoming solo bid for SFR by Bouygues https://t.co/cOobPFygoI First result when I google "Bouygues IR". The link leads to"
X Link 2025-09-30T21:01Z [----] followers, [----] engagements

"@thewritser @Biohazard3737 Lmao It shouldn't be a great surprise that most people enjoy midcurve content. Seeing as $OXY is in the news being taken to the cleaners by grandpa again I remember a thread that got a trillion likes in which the author claimed it was a risk-free bond substitute"
X Link 2025-10-01T10:27Z [----] followers, [---] engagements

"Asked in Oct [----] to identify current outsider companies/CEOs Thorndike mentioned $CFX $DHR $CSU $TDG $NVR $FFH $MKL and $VRX. Only [--] years since but overall that portfolio wouldn't have done too well"
X Link 2017-12-08T14:23Z [----] followers, [--] engagements

"@backoftheenvelo Not unlikely that they sold more since. I don't know what to make of this anymore. Haven't found any sales in other holdings yet"
X Link 2017-12-14T15:42Z [----] followers, [--] engagements

"@backoftheenvelo Only sound rationale behind selling here first are margin calls which have hit subs unevenly I guess"
X Link 2017-12-14T15:45Z [----] followers, [--] engagements

"Castellum has now bought back for over [--] billion SEK in a little less than a month. Very aggressive pace and the discount to last reported NAV is down to 5%. Corem also bounced sharply to [--] SEK and a 16% discount"
X Link 2022-03-17T19:35Z [----] followers, [--] engagements

"Castellum accelerating pace of buybacks"
X Link 2022-03-22T15:32Z [----] followers, [--] engagements

"$TIGO Millicom"
X Link 2023-05-22T13:56Z [----] followers, [----] engagements

"Seems not just a little bit silly that $TIGO and $LILAK have now essentially performed the same YTD. Sure $LILAK is doing buybacks and have not revised guidance but come on"
X Link 2023-06-29T21:48Z [----] followers, 13.2K engagements

"@tacoenthusiast2 @hareng_rouge @rhomboid1MF Which one was better $WINE.L or $CDON"
X Link 2023-06-30T17:07Z [----] followers, [---] engagements

"Last year's plans for WOM Chile to recapitalize WOM Colombia were halted by concerns from debt holders. AFAIK there has been no solution to WOM Colombia's funding either. Consolidation would seem to be the most logical solution for both countries $TIGO $LILAK $AMX #Empresas La compaa recalc que las operaciones de WOM Chile y WOM Colombia son totalmente independientes y que la informacin comunicada por WOM Chile no afectan la operacin de Colombia. @womcolombia https://t.co/jyVyF6o8MH #Empresas La compaa recalc que las operaciones de WOM Chile y WOM Colombia son totalmente independientes y que"
X Link 2024-04-02T08:12Z [----] followers, [----] engagements

"$TIGO Millicom"
X Link 2024-04-30T06:38Z [----] followers, 16.9K engagements

"$LILAK buying 5% of outstanding in Q1 wasn't on my bingo card but probably should have been after how much they talked down Puerto Rico last quarter and then Malone's open-market purchases"
X Link 2024-05-07T21:10Z [----] followers, [----] engagements

"Pure correlation with $LILAK since May [--] would put $TIGO at [---] SEK ($30). The stocks have traded together almost all the time for the last decade. But $LILAK has not had any updated guidance monetization news or accretive M&A during this period whereas $TIGO has"
X Link 2024-07-31T14:48Z [----] followers, [----] engagements

"Boomers and bros won't have much familiarity but this is a pretty huge deal. Big question if it can drive subs in the younger female demo $SIRI $LSXMA Alex Cooper is leaving Spotify and taking her "Call Me Daddy" podcast to SiriusXM in a new multiyear deal set to begin in [----]. SiriusXM will have exclusive rights for Coopers flagship podcast and the shows under her Unwell Network banner. https://t.co/etBD2D94aU Alex Cooper is leaving Spotify and taking her "Call Me Daddy" podcast to SiriusXM in a new multiyear deal set to begin in [----]. SiriusXM will have exclusive rights for Coopers flagship"
X Link 2024-08-20T15:40Z [----] followers, [----] engagements

"$LILAK has just raised $1B in a [----] bond at 7.125% (to replace '27 maturities) markedly below where $TIGO placed a smaller bond during spring. Good access to debt market noteworthy because the latest leverage ratio for $LILAK is 4.9x in spite of recent tower monetization"
X Link 2024-10-03T08:45Z [----] followers, [----] engagements

"$LILAK is in deep shit after their latest miscalculation in Puerto Rico. Looking more likely by the day that Central America and the Caribbean could end up being split between $TIGO and $AMX when all is said and done"
X Link 2024-11-08T16:45Z [----] followers, [----] engagements

"Feels like we could potentially get there pretty quickly. Neither Digicel nor $LILAK has the financial ability or the scale to withstand much increased competition in their cash-flowing markets. It seems like $TIGO has been going pretty easy on $LILAK in Panama. $LILAK is in deep shit after their latest miscalculation in Puerto Rico. Looking more likely by the day that Central America and the Caribbean could end up being split between $TIGO and $AMX when all is said and done. $LILAK is in deep shit after their latest miscalculation in Puerto Rico. Looking more likely by the day that Central"
X Link 2024-11-11T16:41Z [----] followers, 11.1K engagements

"@tacoenthusiast2 I like Addtech here it's an undiscovered Nordic gem"
X Link 2024-11-26T10:05Z [----] followers, [---] engagements

"Are you interested in DIVIDEND stock investing Did you know that if you reinvest dividends that's called COMPOUND INTEREST THE 8TH WONDER OF THE WORLD. Read this to gain more wisdom on your journey to financial independence. $TIGO 👇👇👇 Read my latest piece for an exclusive look at a broadly unknown serial acquirer. Link in follow-up tweet. $TIGO https://t.co/ZSb72TUCtt Read my latest piece for an exclusive look at a broadly unknown serial acquirer. Link in follow-up tweet. $TIGO https://t.co/ZSb72TUCtt"
X Link 2025-01-14T23:30Z [----] followers, [----] engagements

"Longleaf (Southeastern) Q4 commentary on $TIGO"
X Link 2025-01-31T14:59Z [----] followers, [----] engagements

"Granted this read-across is noisy but I have never seen another global sector in +15 years with somewhat decent market caps where prices just never seem to move on earnings and communications from competitors (or from the companies themselves outside of earnings reports). $AMX strong across all relevant metrics in Colombia and Central America showing sequential improvement on revenue EBITDA ARPU (surprisingly strong in Colombia) and subs. Only operational blot was minimal uptick in churn in CA. Overall way above expectations. Promising for $AMX strong across all relevant metrics in Colombia"
X Link 2025-02-12T16:33Z [----] followers, [----] engagements

"Back in late [----] you had $AMX just straight up saying the price war in Guatemala was over. $TIGO stock had absolutely no reaction and in fact was even lower in February when the Q4 was released. https://x.com/gilmourkh/status/1714919303059841194 $AMX says on the question of the competitive situation in Guatemala: "We are not being so aggressive we are not reducing prices." Should be a good forward indicator for $TIGO's most important market. https://x.com/gilmourkh/status/1714919303059841194 $AMX says on the question of the competitive situation in Guatemala: "We are not being so aggressive"
X Link 2025-02-12T16:33Z [----] followers, [----] engagements

"$AMX on today's call had to take up on themselves to brag about the uplift in revenue growth in Colombia. The ARPU growth qoq was a huge outlier possibly indicating a seismic market shift already"
X Link 2025-02-12T16:40Z [----] followers, [---] engagements

"Will Italy let political expedience take precedence over economic rationality Or is the Poste Italiane alternative only a negotiation tactic Exciting stuff Italy is pushing for a domestic alternative to international investors including CVC and Frances Iliad circling around Telecom Italia https://t.co/iS5bTbLKUF Italy is pushing for a domestic alternative to international investors including CVC and Frances Iliad circling around Telecom Italia https://t.co/iS5bTbLKUF"
X Link 2025-02-14T14:27Z [----] followers, [----] engagements

"Poste Italiane swap deal done"
X Link 2025-02-15T18:38Z [----] followers, [---] engagements

"Fries doing a netco/servco for dummies (read: Americans) $LBTYA"
X Link 2025-04-03T19:04Z [----] followers, [----] engagements

"@jefke00 Poor old $LILAK is in the Russell and they are domiciled in Bermuda with HQ in Denver but I guess their operations in Puerto Rico might help"
X Link 2025-05-08T15:19Z [----] followers, [---] engagements

"Last week brought talk of Liberty selling their part in VMO2 to Telefonica. Also talks of consolidation in Spain. This week we might get more clarity around Telecom Italia"
X Link 2025-05-19T10:24Z [----] followers, [----] engagements

""Now Brsen a Danish financial news outlet confirms our previous coverage stating that Deutsche Bank is indeed advising adding that NFI is likely to fetch a valuation of DKK 15-20bn which would correspond to an EV/EBITDA (2024) in the range of 8.3-11.1x.""
X Link 2025-06-16T12:47Z [----] followers, 14.5K engagements

"Can't be a good omen with the change at the top in Puerto Rico from $LILAK this far into the "turnaround". Maybe they should just offload the operations to the competent guys at $TIGO like that VIC article speculated and call it a day"
X Link 2025-07-16T14:09Z [----] followers, [----] engagements

"$SBB One of my favorite economics papers. Fundamentally shaped the way I think about markets. https://t.co/GlGx5UteFj https://t.co/fRaXMlX8E2 One of my favorite economics papers. Fundamentally shaped the way I think about markets. https://t.co/GlGx5UteFj https://t.co/fRaXMlX8E2"
X Link 2025-07-20T14:34Z [----] followers, [----] engagements

"Friday feeling $TIGO"
X Link 2025-08-01T09:48Z [----] followers, 14K engagements

"Recent interview with Xavier Niel's M&A guy at Skadden Arash Attar-Rezvani in two parts linked in replies. I was impressed and sometimes befuddled by their strategy which indicates pros at work. Below is something I wrote in early [----] (bid spring/summer of 2024). $TIGO"
X Link 2025-08-12T12:06Z [----] followers, [----] engagements

"Scotia lowered its TP to $37 from $39 in mid-June. Stock has certainly done well lately but I kind of doubt that the major component in that is bull market overenthusiasm. $TIGO"
X Link 2025-08-20T11:12Z [----] followers, [----] engagements

"$TIGO https://youtu.be/w019MzRosmk https://youtu.be/w019MzRosmk"
X Link 2025-08-21T20:30Z [----] followers, [----] engagements

"Worth keeping in mind for the coming quarters. The tower sale results in a leasing liability denominated in USD meaning $TIGO is now effectively even more short $DXY than before. This effect is mitigated by more local debt issuance"
X Link 2025-08-25T10:50Z [----] followers, [----] engagements

"More new local debt issuance to come $TIGO PRESS RELEASE: @Millicom #Tigo subsidiary Telefnica Celular del Paraguay S.A.E. announces its intent to partially redeem Senior Notes due [----] Learn more: https://t.co/WB2LWHH6Z0 https://t.co/ClvEr8AHuP PRESS RELEASE: @Millicom #Tigo subsidiary Telefnica Celular del Paraguay S.A.E. announces its intent to partially redeem Senior Notes due [----] Learn more: https://t.co/WB2LWHH6Z0 https://t.co/ClvEr8AHuP"
X Link 2025-09-05T13:18Z [----] followers, [----] engagements

"The current hedging program was extended by [--] days on Thursday. Either someone was trying to front run the buying by the banks or just the purchases themselves pushed the stock up too far for taste for a while. $TIGO Just so we are clear here since I haven't seen this put this in the simple terms possible. This is a share purchase program for Atlas/Iliad and it is thus far really aggressive. $TIGO Just so we are clear here since I haven't seen this put this in the simple terms possible. This is a share purchase program for Atlas/Iliad and it is thus far really aggressive. $TIGO"
X Link 2025-09-08T17:41Z [----] followers, [----] engagements

"Of course $TIGO Friday feeling @gilmourkh Friday feeling @gilmourkh"
X Link 2025-09-12T11:26Z [----] followers, [----] engagements

"Ryder Cup Friday feeling $TIGO @gilmourkh r du fast i en bunker ngonstans @gilmourkh r du fast i en bunker ngonstans"
X Link 2025-09-26T12:50Z [----] followers, [----] engagements

"@jefke00 Love Dave he's awesome but he's a fund manager after all. If any individual investors are cutting their best performers from say 20% to 15% only because of concentration risk then god bless them"
X Link 2025-10-23T09:21Z [----] followers, [---] engagements

"@jefke00 There is new information however noisy at the point when we think of pruning a large holding. We were more right than wrong on average. And decreasing there only because of portfolio rules means we select more into things we are less likely to have bet well on"
X Link 2025-10-23T12:43Z [----] followers, [----] engagements

"@jefke00 And seeing as individuals both don't have to worry about outflows due to vol and usually have cash flowing into the portfolio the practical reasons why a fund manager would care about outsized positions apply to a lesser extent"
X Link 2025-10-23T12:44Z [----] followers, [---] engagements

"On the other hand I would expect front-loaded one-offs from the integration of the new acquisitions in Q4 and on into [----]. But hard to see anywhere close to [--] million in negative cash flow effect this year so the net would still be positive. $TIGO If these payments to Telefonica are equal weighted between the years this means that there is a positive effect of just shy of [--] musd against the efcf guidance of [---] for [----] $TIGO https://t.co/y5Uj2IAotH If these payments to Telefonica are equal weighted between the years this means that there is a positive effect of just shy of [--] musd against"
X Link 2025-11-05T18:16Z [----] followers, 13.7K engagements

"Then there is positive fx (even under more recent USD strength COP and PYG have remained steady). That's on top of them seemingly already being ahead of schedule against guidance"
X Link 2025-11-05T18:16Z [----] followers, [----] engagements

"Front-loaded spectrum costs in Ecuador could significantly alter this calculation and depending on how much or if any of the payments are due already this year will alter the [----] EFCF calculation beyond the factors mentioned $TIGO On the other hand I would expect front-loaded one-offs from the integration of the new acquisitions in Q4 and on into [----]. But hard to see anywhere close to [--] million in negative cash flow effect this year so the net would still be positive. $TIGO On the other hand I would expect front-loaded one-offs from the integration of the new acquisitions in Q4 and on into"
X Link 2025-11-05T20:56Z [----] followers, [----] engagements

"She said: May I meet you I said: Unless were talking telecoms no. $TIGO"
X Link 2025-11-17T19:59Z [----] followers, 12.6K engagements

"I have done that says my memory. I cannot have done that says my pride and remains adamant. Finally memory yields. Detta visar tyvrr tydligt att det inte handlar om journalistik eller oberoende. Det handlar om egen kamp att flla ngon oavsett vad det kostar. Ibland blir det rtt mnga gnger blir det fel. Men framfrallt r detta pinsamt fr journalistiken. Vi mste ha en diskussion om den Detta visar tyvrr tydligt att det inte handlar om journalistik eller oberoende. Det handlar om egen kamp att flla ngon oavsett vad det kostar. Ibland blir det rtt mnga gnger blir det fel. Men framfrallt r detta"
X Link 2025-11-20T12:38Z [----] followers, [----] engagements

"@Bonhoeffer_KDS @BillBrewsterTBB @FrancoOlivera Is it really realistic for them to buy a competitor I thought the idea was that they would buy something unrelated and get use of the tax shield and then maybe do a tracking stock"
X Link 2025-11-27T08:52Z [----] followers, [---] engagements

"Someone woke up bullish today $TIGO"
X Link 2025-12-01T22:00Z [----] followers, 22.1K engagements

"Continued volume primarily (but not exclusively) on the April [--] calls. I find it curious because they seem objectively expensive to me certainly compared to how the Swedish listed options used to be priced and back then there was no dividend either. $TIGO Someone woke up bullish today $TIGO https://t.co/51o7vOGdyp Someone woke up bullish today $TIGO https://t.co/51o7vOGdyp"
X Link 2025-12-03T18:10Z [----] followers, 15.8K engagements

"What's interesting about the April ones are that they are the shortest that cover the Q4 release but it comes at the steep price of eating [----] per shares in divvies. Maybe volume isn't crazy but I still think it's noteworthy combined with the specific choice of instrument"
X Link 2025-12-03T18:10Z [----] followers, [----] engagements

"Really rare for telco stocks to do sustained +40% vol and then for naked calls they also need to overcome more than 5% dividend drag. Open interest in just the Apr '26 55s is now $22m notional large for most portfolios on the planet. Somebody certainly likes the stock"
X Link 2025-12-03T18:10Z [----] followers, [----] engagements

"@lejooon It's certainly not impossible that someone is doing covered calls to farm vol but in that case why not spread it out over more kinds of contracts at different strikes over a longer period of time July and Sept contracts received no volume at all"
X Link 2025-12-04T10:50Z [----] followers, [---] engagements

"@lejooon Sorry if it seemed like I was unaware that US options are more active in general and that TIGO is higher vol recently than it used to be"
X Link 2025-12-04T15:26Z [----] followers, [----] engagements

"@fumigador Stage [--] in EPM's stake sale in Tigo UNE should have begun now but I haven't seen any information on the auction or the outcome of stage [--]. Do you know anything about the timeline Do you know how La Nacin is coming along with Coltel"
X Link 2025-12-12T19:09Z [----] followers, [----] engagements

"Waiting for a Colombian merger like $TIGO $TIGO submitted an official takeover offer for Telefonica's shares in Coltel on Christmas Eve. The offer was for $0.0932 per common share which for just over [---] bn shares equals roughly $214m -- i.e. lower than the previously announced price. $TIGO submitted an official takeover offer for Telefonica's shares in Coltel on Christmas Eve. The offer was for $0.0932 per common share which for just over [---] bn shares equals roughly $214m -- i.e. lower than the previously announced price"
X Link 2025-12-29T13:02Z [----] followers, 26.6K engagements

"REIT liquidations arbitrage plays extremely cheap cigar butts depressed bank stocks. Unsurprisingly no buy and hold garp as far as the eyes could see when the goat played with a smaller base in somewhat more recent times. What is in Warren Buffett's personal portfolio outside of his holdings of Berkshire Hathaway https://t.co/ELvZ5OszhK What is in Warren Buffett's personal portfolio outside of his holdings of Berkshire Hathaway https://t.co/ELvZ5OszhK"
X Link 2026-01-01T09:58Z [----] followers, 19.7K engagements

"Soon $TIGO Best news possible. This will completely change the scale and competitive prospects in Colombia and drive a lot of increased value in the coming years. $TIGO Best news possible. This will completely change the scale and competitive prospects in Colombia and drive a lot of increased value in the coming years. $TIGO"
X Link 2026-01-02T14:46Z [----] followers, [----] engagements

"So. Venezuela option is worth something. Population of almost [--] million. Couple of million refugees in neighbouring countries many of whom could possibly return. Long-term potential to again be a wealthy country in the region. DOJ settlement cleared the way $TIGO"
X Link 2026-01-03T18:21Z [----] followers, 19.7K engagements

"Could maybe be an issue from Telefonica's side to sell until the political situation has stabilized but the deal for Lifecell in Ukraine and interest in Argentina last year hints that $TIGO is not afraid of difficult markets if financing is there and return profile works. So. Venezuela option is worth something. Population of almost [--] million. Couple of million refugees in neighbouring countries many of whom could possibly return. Long-term potential to again be a wealthy country in the region. DOJ settlement cleared the way $TIGO So. Venezuela option is worth something. Population of almost"
X Link 2026-01-04T15:02Z [----] followers, 27.3K engagements

""In a bull market one must avoid the error of the preening duck that quacks boastfully after a torrential rainstorm thinking that its paddling skills have caused it to rise in the world." Warren Buffett"
X Link 2026-01-06T15:55Z [----] followers, [----] engagements

"Along those lines today bid leaks for Chile. Difficult environment with overleveraged and under-earning actors. Chile is politically stable and very rich for the region. Potential for a lean operator to eventually force mkt rationalization. No better guys for the job $TIGO Could maybe be an issue from Telefonica's side to sell until the political situation has stabilized but the deal for Lifecell in Ukraine and interest in Argentina last year hints that $TIGO is not afraid of difficult markets if financing is there and return profile works. Could maybe be an issue from Telefonica's side to"
X Link 2026-01-07T20:07Z [----] followers, 24.3K engagements

"Other companies like $LILA don't do bonds at parent level but use "debt silos" for their subs which achieves effectively the same thing. Hence why they can float spinning off their overleveraged sub in Puerto Rico"
X Link 2026-01-12T12:42Z [----] followers, [----] engagements

"@ow64721107 Technically Atlas which holds the Tigo shares and for all intents and purposes controls it is an unrestricted subsidiary of Iliad Holding. The effect is exactly the same as the one I was illustrating: the leverage ratio is helped at the holdco level"
X Link 2026-01-12T16:57Z [----] followers, [---] engagements

"One of the odder things I have read. A possible [--] days () of no trading due to a stock split. $SSUN"
X Link 2018-03-07T20:26Z [----] followers, [--] engagements

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