I'm frustrated by the lack of news on towers. Deal was supposed to be done q4 Lat year if not start of this year. This is the next news that I think could move the stock. Could also do with them commencing buybacks again due to all this fcf.
However, by now they should definitely be acting out of a position of strength with a stronger hand to play: business is inflecting, FCF will be generated and leverage comes down... so they don't "have" to do make a sale.
I'm frustrated by the lack of news on towers. Deal was supposed to be done q4 Lat year if not start of this year. This is the next news that I think could move the stock. Could also do with them commencing buybacks again due to all this fcf.
Agreed, I share the frustration.
However, by now they should definitely be acting out of a position of strength with a stronger hand to play: business is inflecting, FCF will be generated and leverage comes down... so they don't "have" to do make a sale.
But yeah, I'm hoping for some news on this soon!
great summary
Thanks, glad you liked it