Post by
spacegimp on Oct 02, 2023 5:05pm
payout ratio currently 105%
will move to 108% of free cashflow within next 12 months due to $6 billion of debt rolling over
will they need a dividend cut or will 2025 free cashflow increase(5g completion) be enough to cover everything comfortably ?
Comment by
cherman on Oct 03, 2023 3:31pm
Great company but the risk greater.
Comment by
ol_griz on Oct 03, 2023 3:55pm
I can't see them doing a divy cut unless their modeling shows a signficant increase in payout ratio out two years at least. This is no company to be seen panicking. Leaving it flat would be considered prudent by watchers but I can even see them doing a nominal increase just to assert that it's a steady ship.