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by JumpCrisscross
263 days ago
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> while you are right that there is a risk investing into physical infrastructure also applies to Starlink Absolutely. It's why I think assuming the WACC of a highly-leveraged telecom (around 10%) is appropriate. > this reduces the upfront infrastructure cost for fiber massively Fibre makes sense where there is density. It's higher capacity and cheaper. That doesn't mean it makes sense everywhere. And a lot of that everywhere will pay a lot of money for connectivity. The global telecom market generates trillions of dollars of annual revenue [1]. There is a lot of fruit for the picking. [1] https://www.grandviewresearch.com/industry-analysis/global-t... |
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