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>2x tenancy is impressive. Can’t say the same for many other emerging markets. Would you know why that’s the case? Also curious to know how high is the regulatory/NIMBY barriers for a competitor to place a tower next to Helios and undercut on price?
@jussiaskola Have you ever looked at Texaf on the Brussels stock exchange?
They are a Kinshasa, DRC holding but the majority from their revenue comes from Kinshasa quality real estate.
Biggest risk is off course single-point-of-failure (99% of their revenue or so is tied to Kinshasa). Second largest risk is low share liquidity.
I like Helios most in Africa, but I like Texaf also a lot, especially from a dividend growth perspective.
Yes that's a non-starter for free. Thanks for mentioning it!
>2x tenancy is impressive. Can’t say the same for many other emerging markets. Would you know why that’s the case? Also curious to know how high is the regulatory/NIMBY barriers for a competitor to place a tower next to Helios and undercut on price?
@jussiaskola Have you ever looked at Texaf on the Brussels stock exchange?
They are a Kinshasa, DRC holding but the majority from their revenue comes from Kinshasa quality real estate.
Biggest risk is off course single-point-of-failure (99% of their revenue or so is tied to Kinshasa). Second largest risk is low share liquidity.
I like Helios most in Africa, but I like Texaf also a lot, especially from a dividend growth perspective.
Yes that's a non-starter for free. Thanks for mentioning it!