Ready to finally generate significant FCF. Monetization of the towers adds some extra "oomph" to the thesis.
I linked to your post in my post for today - Emerging Market Links + The Week Ahead (April 1, 2024) https://emergingmarketskeptic.substack.com/p/emerging-markets-week-april-1-2024
The The Bonhoeffer Fund’s Q1 2023 Partner Letter and Q4 2022 Partner Letter and maybe others have discussed the special situation there in some detail... Not sure if more recent letters have covered the stock as they are or were investors in it...
Thanks for including my post!
I knew Bonhoeffer wrote about it in one letter, but have not read both. I'll have a look again.
I linked to your post in my post for today - Emerging Market Links + The Week Ahead (April 1, 2024) https://emergingmarketskeptic.substack.com/p/emerging-markets-week-april-1-2024
The The Bonhoeffer Fund’s Q1 2023 Partner Letter and Q4 2022 Partner Letter and maybe others have discussed the special situation there in some detail... Not sure if more recent letters have covered the stock as they are or were investors in it...
Thanks for including my post!
I knew Bonhoeffer wrote about it in one letter, but have not read both. I'll have a look again.