May. 24 at 10:20 PM
$CHTR trades around
$145.
Free cash flow is expected to improve as capex declines, with potential toward ~
$50+ per share by 2028.
Wireless upsells help offset competition.
Debt averages ~12-year maturity at ~5.1% cost.
Key variables include IPO-related sentiment shifts, Cox/Liberty deal progress, buybacks, deleveraging, dividend discussions, and possible industry consolidation.
How do you see the balance between competition and cash flow expansion playing out?