Cross Convexity @CrossConvexity
Joined March 2024-
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SCOTUS decision upholding the Universal Service Fund is a big win for $LBRDK spin $GLIBA. Removes a key regulatory overhang for its USF-backed rural Alaska ops - critical to margins + cash flow. Re-rates thesis as spin nears in 2H25.
SCOTUS decision upholding the Universal Service Fund is a big win for $LBRDK spin $GLIBA. Removes a key regulatory overhang for its USF-backed rural Alaska ops - critical to margins + cash flow. Re-rates thesis as spin nears in 2H25.
Kyivstar $CCIR going public via SPAC at 3.6x ’24 EBITDA vs. ~6x EM peers. Only U.S.-listed Ukraine infra play. VEON keeps 80%+. Peace progress = rerate. ~$10.35 in trust limits downside. Optionality looks cheap ahead of Q3 close…
Kyivstar $CCIR going public via SPAC at 3.6x ’24 EBITDA vs. ~6x EM peers. Only U.S.-listed Ukraine infra play. VEON keeps 80%+. Peace progress = rerate. ~$10.35 in trust limits downside. Optionality looks cheap ahead of Q3 close…
Cross Convexity retweeted
The WSJ reporter on the $CRWV - $CORZ story is Lauren Thomas who has a 91% average of being correct on M&A stories like this $IREN $CIFR
Cross Convexity retweeted
CoreWeave $CRWV is reportedly back in talks to acquire Core Scientific, after a $5.75/shr offer last year was rejected as too low. With $CORZ now valued around $3.7B and shares trading at more than double that prior bid, a deal—if it happens—will likely come at a premium. -WSJ
Might throw in a neutral/hold to make it seem legit.
Might throw in a neutral/hold to make it seem legit.
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