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Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum -- Ignore unavailable to you. Want to Upgrade?

To: RJA_ who wrote (29862)	2/25/2008 2:46:38 AM
From: elmatador	Read Replies (1) \| Respond to of 217769

In a worldwide basis we can state that: Money that moves and become a stock of capital is the hedge par excellence. Sticking with the business I am in. For instance the Lebanese company that bought several licenses in Africa -when no one was looking- built some limited networks, sat on it, recovered their investment, both license and equipment, and then cashed in, have done a good hedge. This is the guy who bought for 10. MTN, who paid a couple of years ago USD5.5billion for their licenses and the networks, is the guy who bought for 50. The Mubadala group from Abu Dhabi or the Chinese who, both, wanted to buy MTN, are the guys who would pay 100... Today African countries are selling lots of licenses for the guys who want to be the ones who will sell for 300. Mubadala Group is a case in point, just now building like crazy and quickly. As you can see what was a legitimate business of making money selling mobile telephony becomes a speculation of that same business. As a result, there will be a lot of consolidation in Africa in about 5 years or so. But Africa will be left with modern mobile networks. Meanwhile I help build Networks for them to dream of selling at 300.