SLC 1.50% $1.69 superloop limited

Ann: Superloop Completes Network Builds and Updates FY20 Guidance, page-23

  1. 611 Posts.
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    I agree that EV/EBITDA is a bit expensive at the moment.

    However, the way I see it Superloop is more of an infrastructure play eventhough they are expanding into the retail sector with Superbb via BigAir and NuSkope acquisition.

    If you take the company as a whole, from 2015 till today, $532m was invested into the company.

    $532m.

    Right now, you can buy the whole company at close to 50% discount.

    Just the Superloop assets (excl Superloop+ and Superbb) itself is worth $166m.
 
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