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Fat Pitches's avatar

Hi, it seems 300m of depreciation is too low? They spent much more in capex and lease payments in the historical financials disclosed. Seems to me one of these examples where the company wants you to focus on the EBITDA metric but the unlevered cash earnings are significantly lower.

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Value Don't Lie's avatar

I see capex at standalone Canal at 370m, 336m, 300m for FY21-23 while depreciation (ex amortization) was 146m, 155m, 159m -- i.e. Canal spending more ~2x depreciation amount... MultiChoice is almost the reverse situation with capex ~half of depreciation

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Fat Pitches's avatar

Fair enough, I would have called it 350m incl. leases but that’s not what’s important here. I agree with you conclusion. I would love to find a bright spot allowing to be constructive on the long-term fundamentals.

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Nick Hu's avatar

Any opinion for Hava?

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Nick Hu's avatar

I mean havas.

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