Jul. 22 at 12:52 PM
$FYBR is stretching the rope maxed out on leverage and racing against time. Whether it holds or breaks depends entirely on how fast fiber assets can start generating real, sustainable cash flow; but that's not happening.
This will cost
$VZ significantly. Behind the scenes, there has to certainly be some renegotiation happening on debt, contracts, maybe even regulatory terms (DEI policies, ya right). Verizon gets access to fiber infrastructure without having to build it from scratch, and will likely try to scale through cost cuts, RIFs, and rate hikes to make the math work. Will it? Analysts are beginning to lower the p/t on
$VZ and some Analysts are raising p/t's. They are at odds.
$VZ is paying more than
$FYBR is worth. Is AI customer service going to help? AI customer service does not help, I think it increases customer frustration. It does not save time. My bottomline idea, if you buy Frontier do a quick flip and take profits.
