Helios Towers Share Discussion Threads

[rech] 10/9/2024 12:43

I hadn't heard of this company till I examined it during a routine trawl. Terrible Balance Sheet, for an infrastructure co.
And it's mostly African.
AVOID. It's newcomers like this crock that make me happy I don't have a FT100 tracker.

[realbernie] 08/8/2024 09:03

Certainly did spring - just the wrong way initially. Like someone was waiting for the trading statement to dump their (rather large) holding in a thin summer market. Climbing back up now from the lows

[whittler100] 16/5/2024 08:32

A very quiet thread but maybe it will spring into life after today's encouraging Q1 update.
The brokers seem rather taken by the prospects with several upgrades this past 10 days

[brianblu] 02/8/2023 11:36

Looking like a leak here for tmmw will be interesting to find out if it’s true or not

[brianblu] 02/8/2023 07:36

Results tmmw velly intwesting on my watchlist last ones where good so has this been unnecessary battered

[robsy2] 09/9/2020 07:27

I'm out for a small profit. No particular reason, though with financing costs at 7%
and denominated in USD . I see that as a headwind to their growth aspirations.

[robsy2] 13/8/2020 06:59

No covid problems.

[sphere25] 16/6/2020 07:38

Stock has moved well from 160 with the current price up 7% 187. It was partly oversold but the FED has once more come to the rescue in helping to stem the short term sell off.

They're likely going to encourage excesses to be built, but who cares, right!

[esrjm22] 15/6/2020 13:13

Liontrust UK ethical fund has a 3.54% stake in their portfolio of Helios Towers PLC.I would think their research of the company would be thorough.The drop from 2.00 to 1.55 recently worries me a bit.

[sphere25] 12/6/2020 09:58

Placing at 150 with the stock flat lining at 160. Should be an interesting watch to see how the market interprets a different form of placing to the almost absolute majority out there at present.

Many of those have seen the stocks trading significantly above the placing prices as a sense of relief and more confidence in the financial foundations. This stock has fallen from 200 with the current bull v bear ding dong at 160.

A possible day trade setting up here. Let's see if there is a conviction break.

[robsy2] 04/6/2020 20:58

Tipped in IC.

[george stobbart] 01/6/2020 13:59

takeover target by large PE or Cellnex or American Tower

[montynj] 28/5/2020 10:01

A buy under 145p as needs to fill gap on chart...overbought

[nigerianprince] 28/5/2020 00:46

Only one problem here. No exposure to the Nigerian Market.

[nw99] 26/5/2020 08:42

Interesting will take a look

[montynj] 26/5/2020 08:39

Helios Towers a long-term growth story. American tower companies throughout the 2000s and 2010s been a great success. it's an investment that shareholders could stash away to gain exposure to the fast-growing sub-Saharan economies and their even faster-growing mobile phone markets. Ideally, Helios Towers will remain independent. However, speculation about a takeover is unlikely to go away, and it could help the share price make up ground in the short run.Later this year, Africa's #1 tower company, IHS Towers, will likely go public. The planned USD 7bn IPO on the New York Stock Exchange will be very high profile and should help create additional investor interest for Helios Towers, too.Besides the possibility of inorganic growth through M&A, there are multiple levels of organic growth opportunities: i) the growing num-ber of mobile phone subscribers in Africa and the increasing digitisa-tion of African economies; ii) the necessity to create a denser network of towers (e.g., to enable 4G); iii) the introduction of a new generation of "towers", such as small rooftop antennas for urban areas (including for eventual 5G), which creates an entirely new line of business that Helios Towers has already started to expand into; iv) improving the econom-ics of existing towers, for example, through switching backup power systems from diesel to a hybrid of solar and battery. Operating mobile phone towers in Africa is a secular growth story.

[robsy2] 14/5/2020 16:52

This looks like an interesting company. I'm mulling over the idea of taking a small stake here. It offers investors access to growth in African mobile communication.It could be a safe, growth stock with predictable earnings for decades to come.

[robsy2] 14/5/2020 16:29

SUMMARY
Helios Towers PLC is a United Kingdom-based company engaged in providing telecommunications towers and infrastructure. It offers tower-related operational services, including site selection, site preparation, maintenance, security and power management. The company's geographical operating segment includes Ghana; Tanzania; DRC; and Congo Brazzaville. It generates maximum revenue from the Tanzania segment. The solutions offered by the company include Colocation, Build-to-suit, In-building solutions, and Managed Services.!FOLLOWFEED


hxxps://www.heliostowers.com

Helios Towers was formed in December 2009 with the vision of becoming a major infrastructure player in the burgeoning mobile markets of Africa. We have grown through purchasing tower networks from MNOs and by building our own towers to serve the rapidly ascending growth curve of subscribers and technologies.

Our story began in Ghana in 2010, where we pioneered the acquisition of tower infrastructure in Africa, in a transaction with Millicom that gave us an opening fleet of 831 towers. These were rapidly followed in 2011 by a further 1,721 towers acquired in Tanzania and DRC. The next year, 2012, saw us construct our first build-to-suit towers (259 sites, in Tanzania). We entered our fourth country, Congo Brazzaville, in 2015 with the acquisition of 393 sites from Airtel.

Why Invest?

Using a robust business model, delivering financial strength and sustainable differentiation
Contracts are protected against power prices and general inflation.
Contracts are long term, with c.$2.9 billion contracted future revenue with 7.2 years of average remaining life.
High quality contracts in hard currencies with “Big-5” African MNOs, delivering committed revenues for many years ahead.
Sustainable lease rates and stable and visible cash flows with diversified customer base.
Balance sheet strength to continue to support investments.
Funding and financing options provide flexibility to support long-term growth initiatives.