Marco Patuano, Cellnex Q&A with Roy Harrison, Magellan
Global Listed Infrastructure Organisation (GLIO)
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Marco Patuano, Cellnex Q&A with Roy Harrison, Magellan
56 просмотров · 2 мес. назад
Global Listed Infrastructure Organisation (GLIO)
154 подписчика
56 просмотров · 2 мес. назад
What you'll learn:
• The key drivers of earnings for Cellnex - inflation protection, new towers and additional tenants.
• How Cellnex's natural economic moat and contractual protections helps protect cash flows.
• How Cellnex is leveraging its leading market position in Europe to drive industrial efficiencies and strengthen its partnerships with the region’s largest MNOs.
• How Marco and his team plan to gain efficiencies and improve the business going forward.
• How Cellnex’s strategic focus on organic growth is increasing returns and accelerating shareholder remuneration.
• The evolution of Cellnex's capital allocation and what investors should expect over the medium term.
• The key business risks - consolidation, contract renewals and satellites - and how these can be managed.
Produced and edited by GLIO.