RE:RE:RE:Smart Money PabloLafortune - (12/23/2024 11:25:20 AM) RE:RE:Smart Money
The cut that needs to be made is the one that gets the Canadian operation freecashflow positive. Whether that's 25/50/75% I don't know.
The US acquisition is going to have to stand on its own after a maximum of a 2 year investment in my view.
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- TWO YEARS is TOO SHORT a TIME HORIZON for a NETWORK CAPITAL BUILDOUT that IS NEEDED in the Ziply Fiber FOOTPRINT where the NETWORK INFRASTRUCTURE is VIABLE (with REGULAR UPGRADES) for AT LEAST 30 YEARS
- just THINK of the EARLY CELLULAR PHONE NETWORK EXPANSIONS in the LATE EIGHTIES and NINETIES where the EARLY BUILDERS SUFFERED GIGANTIC LOSSES for MANY YEARS
z173