Post by
ztransforms173 on Nov 28, 2024 3:33pm
BCE NEEDS TO DO 2 THINGS To FORTIFY FRAGILE Balance Sheet
- PULL a ROGERS & SELL & LEASEBACK the WIRELESS BACKHUAL NETWORK & APPLY the ENTIRE PROCEEDS to DEBT REDUCTION
* UNFORTUNATELY, this will INCREASE OPERATING COSTS but the RECKLESS CLOWNS DUNG THEMSELVES A NASTY HOLE by FINANCING GENEROUS DIVIDENDS with ISSUING DEBT
- CUT dividends to a QUARTERLY $0.50 per BCE share
- INVEST an EXTRA $ 600m per YEAR in PRODUCTIVITY & COST REDUCTIONS {AUTOMATION, AI INFUSION, NETWORK EFFICIENCIES, EMPLOYEE BUYOUTS etc.}
- INCREASE the ZIPLY FIBER CAPEX by $ 600 million per YEAR assuming that it is OPERATIONALLY FEASIBLE and the MARGINAL ARPU REVENUES are HIGHER than the MARGINAL COST of the SERVICE
- POUR the REMAINING $ 600 million on the BALANCE SHEET to BUILD UP FINANCIAL FLEXIBILTY & TAKE ADVANTAGE of ANY EMERGING OPPORTUNITIES
z173
Comment by
ztransforms173 on Nov 28, 2024 3:51pm
- they will have to FIRE some SENIOR EXECUTIVES, RE-ORGANIZE the company and BRING IN TOP OPERATING TALENT who have a KEEN SENSE of OPERATIONAL EXCELLENCE WITHIN an EFFICIENT COST STRUCTURE - right now, BCE is TOO BLOATED and they MUST DOWNSIZE to EXTRACT GREATER OPERATING MARGINS z173