RE:Takeaways from new company interview
Well said. Lots of upside out there. They mention they will announce when their first tower is up and running. Curious as to when that will be, but 2000 Towers over 40 Months means at some point they are going to have to start going up at 50+ per month. Not going to hold out hope for a Latin American contract just yet, seemed like they thought that would be further on. Would love to see another announcement partnered with another Tier 1 Telecom in Africa in the coming months. Happy to hold this long.