LBTYA - European Assets at Depressed Multiples + Strong Broadband Growth Prospects + Latin America Assets Spinoff

LBTYA - European Assets at Depressed Multiples + Strong Broadband Growth Prospects + Latin America Assets Spinoff

Liberty Global Plc (LBTYA) - Recommended to subscribers on Apr 11th 2014 at $39.00

Themes:
1) Stock Split of faster growing Latin America assets
2) Consolidation of European acquisitions and margin expansion and cash flow growth.
3) NFLX expansion in Europe to fuel Broadband growth.
4) Recovery of European Economies and Euro Currency
5) Strong competitive position in most markets with #1 or #2 Broadband and Cable Provider
6) Partner with John Malone and Mike Fries
7) Free upside from MVNO growth