RE:Ziply's U$400M EBITDALet's not forget the Trump trade
if Trump folllows through on US tax cuts this investment goes through the roof
going from what 28% to 15% is a complete game changer even half that or any substantial tax rate drop will greatly increase profit and valuation of this new asset
combined with their planner growth rate expectations on new users this becomes a new engine of profit and supports reducing debt ratios
I like the timing of this purchase