SellTower Signals

The Other Shoe Just Dropped on Uniti Group

Background: Windstream was forced to seek protection under a Chapter 11 Bankruptcy filing on February 25th due to its loss in Federal court to bondholder, Aurelius Group. Windstream has 60 days to challenge its Master Lease with Windstream. There is no word thus far on Windstream’s intentions, but there is already enough trouble in the works for Uniti Group that they delayed their Q4 2018 earnings announcement to better understand the lay of the land. Today,…

The Shoe Just Dropped on Windstream…

Will The Other Shoe Drop on Uniti Group? While most of the country enjoyed a three day weekend, the executive teams of Windstream and Uniti Group were scrambling to assess the damage of United States District Judge Jesse Furman’s ruling in favor of Aurelius Capital against Windstream. Having read and digested the entire 55 page court order – and several sometimes conflicting articles by various investment analysts – I am saving you time by providing the highlights…

Revisiting Our 8 Telecom Megatrends for 2018

Before assembling the SellTower Telecom Megatrends for 2019, I took one last look at the Eight Telecom Megatrends for 2018 to assess the industry’s progress in each area.  As a reminder, a Megatrend is a trend that is large, long term, and that drives a permanent change in behavior. Ever growing network use and resulting capacity exhaust Thanks to the proliferation of LTE, all of the smarter and faster smartphones and apps, and growing trend of…