Case Study: GTT Communications – Information Arbitrage around management changes and an operational inflection point

/Case Study: GTT Communications – Information Arbitrage around management changes and an operational inflection point

Case Study: GTT Communications – Information Arbitrage around management changes and an operational inflection point

  • GTT Communications, Inc. provides cloud networking services to multinational enterprises, carriers, and government customers worldwide.
  • We covered GTT because we did not think investors understood how much value that a new management team and a pending acquisition would bring to the company.
  • We also believed that investors needed to look past the losses the company was reporting at the time, since GTT’s business model centered on high recurring revenues, ‘sticky’ customer relationships, and filling a void across domestic and global cloud networks.
  • Our analysis justified a short-term a price target of $13.50, which the stock achieved within 7 months after GeoInvesting’s research.

gtt chart

By | 2018-08-13T23:05:58+00:00 April 24th, 2018|Comments Off on Case Study: GTT Communications – Information Arbitrage around management changes and an operational inflection point

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