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Fairpoint Communications, Inc. Message Board

  • otter04256 otter04256 May 6, 2012 12:14 PM Flag

    TV Or Not TV

    That is the question. Without a valid system wide TV package FRP will be eaten alive by the competition. It is already being eaten alive. They talk about DSL subscribers being up 7.1% year over year, but the corresponding revenues are up 1%. They have only penetrated about 31%? or so of their own lines. The best hope for FRP is a sale before the union contracts expire in 2014. Will go for $6 (my guess), and might approach $7, if they do everything right, for a change. So far, they haven't done much right at all, including buying the VZ lines.

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    • Tough question and chances are they will lose market share to the cable companies without a fully integrated offering. Whether the current relationship with Direct TV will last remains to be seen. They could switch to Dish Network once the Direct TV contract is up and get better economics out of the equation.

      Either way, not sure it matters that much. The regulatory changes in NNE will allow FRP will take more market share from the CLECS and cable companies. And, the big focus for growth is on the small to medium size businesses and that is showing by having moderate losses qoq. Whether they are going to be able to grow the smb market remains to be seen but thats the big focus. If the company is able to regain market share and grow the business when nobody in the industry is able to do that this is no longer a $10 or $20 stock.

      Will take time but thus far management is following through on its goal of increasing free cash flow by reducing expenses mostly from head count reductions and lower capex.

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