GTL Infra

GTL Infra – A turnaround story
CMP-6.21

1. Merging of GTL Infra and CNIL will be done soon.
2. Combined revenue will be about 2600cr and EBITDA is about 1300cr.
3. Banks converted the loan into equities at Rs.4 per share of Rs.10FV. CMP is 6.21.
4. Debt is reduced from 13500 (2011 year) to roughly abt 3800cr now.
5. More than 60% of revenue come from Bharti, Idea & Vodafone and JIO (future key players).
6. They are ready for 5G service without any major cash requirement.
7. 27800 towers across 22 telecom circles.
8. It is the lowest debt tower company in India.
9. ET Now best Infrastructure Brand for 2016.
10. Only third-party tower company in the market.
11. Stake sale will from 51% to 76%, will be completed before April 2018.
12. Govt is supportive for telecom, 100% permit for FDI.
13. JIO needs 1Lakh tower additionally as per Ambani.
14. Average data consumption has shot upto 10GB/Month from approx 700MB/Month from 1 year ago.

15. Demand of tower is very high in future.
16. Delivery volumes are HUGE.
17. TRAI is very strict on call drops and charges a big penalty, so more and more towers are required.

http://m.thehindubusinessline.com/info-tech/after-atc-tower-deal-gtl-eyeing-15300cr- valuation/article9962590.ece

https://m.economictimes.com/markets/stocks/news/bain-piramal-aion-among-4-in-race-to-buy-58- stake-in-gtl- infrastructure/articleshow/61678238.cms?utm_expid=.9mgylBgORSGl_UJ6lInckw.0&utm_referrer=h ttps://www.google.co.in/

https://timesofindia.indiatimes.com/business/india-business/lenders-may-push-aircel-to-buy-gtls-2- 5bn-tower-co/articleshow/61679605.cms 

http://www.business-standard.com/article/news-cm/gtl-infrastructure-reports-standalone-net-loss-of-rs-46-33-crore-in-the-september-2017-quarter-117111500694_1.html

http://www.thehindubusinessline.com/info-tech/gtl-infrastructure-to-refinance-rs-4800cr-debt-in-3-months/article9909836.ece

This is not an investment advice. Readers should consult their financial advisor before making any investments. Happy & SleepEasy Investing. Disc.: Invested

Buy List by end of this year

FINAL LIST end of year consideration for long term:

Solar Inds CMP: 1115 (gain of 55%, since 14/3/17)
PNC Infra CMP: 175 (gain of 70%, since 14/3/17)
Edelweiss CMP: 278 (gain of 110%, since 14/3/17)
HBL Power CMP: 58 (gain of close to 50%, since 29/6/17)

Canfin Homes    CMP: 431 (New consideration for Blog followers)
Deepak Nitrite   CMP: 210 (New consideration for Blog followers)
Take Solutions   CMP: 151 (New consideration for Blog followers)
SREI Infra          CMP:   96 (New consideration for Blog followers)
Munjal Auto       CMP:   80 (New consideration for Blog followers)
Reliance Capital CMP: 406 (New consideration for Blog followers)

USL CMP: 3100 (gain of close to 40%, since 14/3/17. Book partial profits Recommended)
Repco Home: CMP 620 (loss of Rs. 10/share, since 14/3/17. Exit Recommended)
Sanghi Inds: CMP 117 (gain of 70%, since 13/4/17. Book partial profits recommended on 10/10/17)
Quickheal Tech: CMP 225 (loss of Rs.19/share, Exit near cost or in 1 month time)
Tilaknagar Inds: CMP 16.5 (gain of close to 20%, since 10/10/17. HOLD)

Dtd: 16 Nov 2017
Happy & SleepEasy Investing. Disc.: Invested and recommended at lower prices.
Prepared this during market hours hence prices could differ at end of days trade.
This is not an investment advise. Readers should consult their financial advisor before making any investments.