FFB Episode 32 - Lumen - Apollo Who Got The Better Deal
In this Fiber for Breakfast, New Street Research'…
Fiber for Breakfast with Gary Bolton
August 19, 202128m 32s
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Show Notes
In this Fiber for Breakfast, New Street Research's Managing Partner, Jonathan Chaplin, will provide thoughts on how value will be created through the deal both within assets sold to Apollo and those retained by Lumen. He will explain how his firm thinks there is a good amount of new fiber investment coming to both sets of assets, and both companies will create value by turning copper into fiber if they execute effectively, but one will create more value than the other.