interesting assessment to add an opinion I'd suggest the following
* income is growing at 25 mill per qtr via acquisitions and new sites. I bit more than inflation I thought?
*focusing on opex is a good thing right?
* in this industry green field sites are easier set up & manage than acquisitions so a plus there
*SP could be impacted ,however the primary driver would be dividends?
* the Gemini BUMP is very real, and if they stay there course of 25mill revenue growth per qtr, i'd suggest there will always be a BUMP in there somewhere.. It's a fascinating company to watch.
interesting assessment to add an opinion I'd suggest the...
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