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Data

Text duration start ents sentiment
2022 4.84 Jump to 19.96
    DATE 2022
how are you jack it's been a while six 5.2 Jump to 37.84
    CARDINAL six
understand you could do 250 million plus 4.239 Jump to 120.24
    CARDINAL 250 million
the next three years so uh i'll go 4.161 Jump to 124.479
    DATE the next three years
there's really a path for 20 stocks i 4.72 Jump to 135.76
    CARDINAL 20
the last six months have been uh game 5.281 Jump to 173.519
    DATE the last six months
the digital divide one connection and at 4.56 Jump to 210.72
because one thing that people intends or 5.2 Jump to 269.04
    CARDINAL one
the company has been there since 1983 5.921 Jump to 275.919
    DATE 1983
others for i would say at least 30 years 6.88 Jump to 306.08
    DATE at least 30 years
back in 2011 this is when we started to 5.919 Jump to 309.84
    DATE 2011
started with our first odm contract odm 6.16 Jump to 326.24
    ORDINAL first
contract and it was to deliver 2g indoor 5.68 Jump to 332.4
    CARDINAL 2
something like 4 thousands of those base 4.72 Jump to 343.28
    CARDINAL 4 thousands
back in 2011. 5.28 Jump to 350.24
    DATE 2011
in 2015 we did the complete shift to be 5.921 Jump to 352.479
    DATE 2015
four months after we were standing at 4.639 Jump to 374.0
    DATE four months
that uh you're probably one of the best 4.96 Jump to 387.28
    CARDINAL one
one out there to build products 4.401 Jump to 389.759
    CARDINAL one
we were one of the few players that were 5.92 Jump to 405.36
there's one billion people without any 4.0 Jump to 422.16
    CARDINAL one billion
and four billion close to four billion 5.439 Jump to 426.16
    CARDINAL four billion
    MONEY four billion
same show uh in 2016 which are which is 6.16 Jump to 441.12
    DATE 2016
solution starting 2016. starting then we 6.4 Jump to 459.919
    DATE 2016
with multiple of the tier one operator 4.4 Jump to 469.199
    CARDINAL one
are in the top 10 top 15 mobile network 6.72 Jump to 502.08
    CARDINAL 10
    CARDINAL 15
sold over 5000 base stations that have 4.8 Jump to 525.68
    CARDINAL over 5000
been deployed worldwide so in 15 4.159 Jump to 528.24
    CARDINAL 15
i happened to be at africa come in 2019 7.36 Jump to 608.0
    DATE 2019
meeting that was supposed to last 10 5.12 Jump to 619.279
minutes finally last an hour an hour 15 4.16 Jump to 621.2
    TIME last an hour an hour
    CARDINAL 15
areas and also upgrades on the 3g the 4g 6.64 Jump to 644.56
    CARDINAL 3
    CARDINAL 4
the 5g and over the top type application 5.839 Jump to 647.68
    CARDINAL 5
in africa there's something like 300 5.68 Jump to 698.48
    CARDINAL 300
million plus 4.159 Jump to 702.24
and we manage it for a 10-year period 6.401 Jump to 748.079
    DATE 10-year
new rent becomes a one-stop shop for the 4.481 Jump to 782.959
    CARDINAL one
we manage it through 10 years plus 4.079 Jump to 811.2
    DATE 10 years
they last for for 10 years it's a pay as 6.24 Jump to 824.48
    DATE 10 years
first product out was called the gsm 4.079 Jump to 918.32
    ORDINAL first
light cell it's 2g 4.0 Jump to 920.56
    CARDINAL 2
yes of course people will say yeah 2g 4.641 Jump to 922.399
    CARDINAL 2
but 2g is what they need 5.44 Jump to 924.56
    CARDINAL 2
and 2g is also what they can afford 5.039 Jump to 927.04
    CARDINAL 2
up up to 20 000 people 7.841 Jump to 985.759
    CARDINAL up to 20 000
and you cover up to 13 kilometer range 7.76 Jump to 989.04
    QUANTITY 13 kilometer
average site 5000 but we've also 5.039 Jump to 996.8
    CARDINAL 5000
retained the ip it's called oc 2g oc 5.521 Jump to 1001.839
    CARDINAL 2
and of course 2g again but this was for 4.24 Jump to 1009.519
    CARDINAL 2
because the satellite consume around 50 3.76 Jump to 1033.76
    CARDINAL around 50
so uh 50 plus the 14 64 what for a 7.439 Jump to 1037.52
    CARDINAL 50
    DATE 14 64
for the first time to 4.48 Jump to 1046.4
    ORDINAL first
did one in 2019 and they're currently 4.4 Jump to 1060.0
    CARDINAL one
    DATE 2019
running one 4.561 Jump to 1062.799
    CARDINAL one
this product is capable of doing three 6.88 Jump to 1074.4
    CARDINAL three
2g 3g and or 4g at the same time and you 7.44 Jump to 1076.88
    CARDINAL 2
    CARDINAL 3
    CARDINAL 4
can also flip from one g to another 5.68 Jump to 1081.28
    CARDINAL one
about this one is that it allow the uh 7.36 Jump to 1086.96
one example of the type of contract 6.0 Jump to 1137.679
    CARDINAL one
first first anniversary of that contract 7.201 Jump to 1151.919
    ORDINAL first
    ORDINAL first
that was signed february 8th last year 6.4 Jump to 1155.2
    DATE february 8th
    DATE last year
sign a contract for 2000 sites 6.48 Jump to 1161.6
    DATE 2000
that might be deployed within 40 months 6.72 Jump to 1164.48
    DATE 40 months
it's a 10-year contract term 5.599 Jump to 1168.08
    DATE 10-year
the contract is for 2g to start with but 6.959 Jump to 1182.96
    CARDINAL 2
with upgradability path to 4g 7.6 Jump to 1186.16
    CARDINAL 4
we will be connecting up to 10 million 6.401 Jump to 1189.919
    CARDINAL up to
    CARDINAL 10 million
doing 5 000 but actually the survey that 5.92 Jump to 1196.32
    CARDINAL 5 000
uh over 10 years period is 6.159 Jump to 1212.88
    DATE 10 years
394 million usd 5.24 Jump to 1215.88
    CARDINAL 394 million
building and operating those 2000 site 5.12 Jump to 1266.32
    CARDINAL 2000
five years are being transferred to the 3.52 Jump to 1278.24
    DATE five years
of the 10-year term 4.721 Jump to 1289.919
    DATE 10-year
revenue one particularity of our 5.039 Jump to 1294.64
    CARDINAL one
average it's one thousand dollar usd per 4.561 Jump to 1303.039
    MONEY one thousand dollar
uh the same in africa and this one 5.28 Jump to 1314.48
dilution we're delivering those 2000 4.399 Jump to 1340.4
    DATE 2000
using four different categories and the 4.961 Jump to 1344.799
    CARDINAL four
one of the the one of uh the other 4.56 Jump to 1349.76
    CARDINAL one
manage to get 50 percent ebitda from all 7.04 Jump to 1370.08
    PERCENT 50 percent
three major contracts two with orange 8.561 Jump to 1397.039
    CARDINAL three
    CARDINAL two
one with mtn for a total of 2 492 9.04 Jump to 1400.24
    CARDINAL 2 492
growing path line of over 15 4.081 Jump to 1436.159
    CARDINAL 15
000 2.319 Jump to 1439.36
    CARDINAL 000
about this in a few seconds and in 16 4.879 Jump to 1444.4
    TIME a few seconds
    CARDINAL 16
or over 34 million dollar usd to finance 6.799 Jump to 1453.76
so far so good 50 58 site live we are 7.92 Jump to 1468.48
    CARDINAL 58
generating a penetration rate of 45.9 5.041 Jump to 1472.559
    CARDINAL 45.9
1800 usd 4.801 Jump to 1485.919
uh december uh 31st 2021. 8.961 Jump to 1497.039
    DATE 31st 2021
one point here the 45.9 penetration rate 7.359 Jump to 1501.2
    CARDINAL one
    CARDINAL 45.9
taken into account a 24 25 penetration 6.161 Jump to 1511.919
    CARDINAL 24 25
we are at 45 2.64 Jump to 1518.08
    CARDINAL 45
penetration rate for example you have 96 6.0 Jump to 1532.72
    CARDINAL 96
97 percent of the population that has a 5.921 Jump to 1535.279
    PERCENT 97 percent
in the last 16 months and it will 5.76 Jump to 1554.96
    DATE the last 16 months
since september 2020 6.88 Jump to 1560.72
    DATE september 2020
of progression so 16 months to do all of 5.679 Jump to 1567.6
    DATE 16 months
wants to achieve in five years 6.719 Jump to 1589.44
    DATE five years
10 000 sites generating 200 million usd 5.76 Jump to 1592.08
    CARDINAL 10
    CARDINAL 200 million
in revenue per year and a hundred 4.081 Jump to 1596.159
    CARDINAL a hundred
million usd in ebitda 4.4 Jump to 1597.84
organs for four different countries for 5.28 Jump to 1605.6
    CARDINAL four
over 2000 site we've been shortlisted on 6.0 Jump to 1607.84
    DATE 2000
a major rfp with tier one uh with the 4.72 Jump to 1610.88
tier one mno 4.48 Jump to 1613.84
for over ten thousand site in 17 4.24 Jump to 1615.6
    CARDINAL ten thousand
    CARDINAL 17
network operators for more than 20 5.04 Jump to 1621.84
    CARDINAL more than 20
3000 sites 4.72 Jump to 1625.12
    CARDINAL 3000
uh in our pocket it's 2500 site to build 4.72 Jump to 1634.559
    CARDINAL 2500
upon two 2.72 Jump to 1637.76
    CARDINAL two
in the five-year plan 4.96 Jump to 1641.52
    DATE five-year
one year done we have 25 4.08 Jump to 1643.52
    DATE one year
    CARDINAL 25
suspect that we might hit the 10 000 5.28 Jump to 1654.32
    CARDINAL 10
next two years max so 2.799 Jump to 1659.6
    DATE next two years
you is the follow one one 6.48 Jump to 1690.24
    CARDINAL one
i've selected four players that are 4.64 Jump to 1736.0
    CARDINAL four
american tower being one of them crown 5.039 Jump to 1740.64
    CARDINAL one
and the smaller players are trading 8.6 5.12 Jump to 1756.48
    CARDINAL 8.6
it's not part of this are trading seven 4.96 Jump to 1764.48
    CARDINAL seven
seven point five times ebitda for your 4.161 Jump to 1766.799
    CARDINAL seven
account the 8.6 x 3.76 Jump to 1780.96
    CARDINAL 8.6
with 2500 site 4.559 Jump to 1784.72
    CARDINAL 2500
a reaching 800 5.841 Jump to 1787.039
    CARDINAL 800
will generate a yearly revenue of 55 6.399 Jump to 1792.88
    DATE yearly
    CARDINAL 55
million ebitda of 27.5 4.24 Jump to 1795.919
    CARDINAL million
    CARDINAL 27.5
a potential valuation of 36.5 million 8.721 Jump to 1800.159
    CARDINAL 36.5 million
currently trading at the dollar forty 3.28 Jump to 1833.2
to deliver those 2400 sites while me and 6.321 Jump to 1884.399
    CARDINAL 2400
okay first let me just 4.48 Jump to 1940.48
    ORDINAL first
ask you a question first so bottom line 3.92 Jump to 1944.96
    ORDINAL first
i mean two billion dollar valuation 6.24 Jump to 1952.48
    MONEY two billion dollar
you know let's say you get to 10 000 4.24 Jump to 1958.72
    CARDINAL 10
what that would be what uh 200 million 2.8 Jump to 1964.32
    CARDINAL 200 million
actually no 100 100 million plus ebitda 6.559 Jump to 1967.12
    MONEY 100 100 million
right exactly 100 million plus ebitda uh 5.041 Jump to 1970.399
    CARDINAL 100 million
mean this could be you know a two 5.36 Jump to 1988.159
    CARDINAL two
billion dollar valuation um and uh so if 6.079 Jump to 1989.84
you have let's say you get to 100 4.64 Jump to 1993.519
    CARDINAL 100
million shares outstanding 5.521 Jump to 1995.919
    CARDINAL million
that would be roughly 20 4.32 Jump to 2001.44
    CARDINAL roughly 20
we have 2500 sites under contract as we 5.12 Jump to 2019.279
    CARDINAL 2500
proposal stage for over 15 000 sites 5.52 Jump to 2024.399
    CARDINAL 15
build those 10 000 site but at least if 5.441 Jump to 2029.919
    CARDINAL 10
we just stop here we have 2500 sites and 5.839 Jump to 2032.08
    CARDINAL 2500
those 2500 sites will be generating 50 5.12 Jump to 2035.36
    CARDINAL 2500
    CARDINAL 50
million dollars of revenue 27 million 3.681 Jump to 2037.919
    CARDINAL 27 million
trading at 236 million dollar u.s 5.439 Jump to 2050.96
    MONEY 236 million dollar
    PERSON u.s
by five you just you just use the 5.04 Jump to 2058.48
    CARDINAL five
do anything else is gonna generate 50 4.0 Jump to 2094.079
    CARDINAL 50
million in ebitda 4.72 Jump to 2096.24
    CARDINAL million
27.5 million ebitda 27. okay so i like 7.16 Jump to 2103.16
    CARDINAL 27.5 million
    CARDINAL 27
50 50 million grows 27 it's roughly 27 5.44 Jump to 2110.8
    CARDINAL 50 50 million
    CARDINAL 27
    CARDINAL roughly 27
million okay yeah uh but that would be 4.64 Jump to 2113.76
still around 400 million 500 million 3.44 Jump to 2116.24
    MONEY around 400 million 500 million
diluted 41 million okay so that's 10 5.839 Jump to 2124.24
    CARDINAL 41 million
    CARDINAL 10
getting uh those you know 2500 towers up 5.76 Jump to 2135.92
    CARDINAL 2500
because we will get theirs there's 30 4.88 Jump to 2146.0
    CARDINAL 30
000 tower to be built in sub-saharan 5.04 Jump to 2148.079
exactly that's the number one question 4.72 Jump to 2242.24
    CARDINAL one
it was not ideal to get the first 4.72 Jump to 2253.76
    ORDINAL first
really is like one of the most essential 3.68 Jump to 2329.28
it's not like one of these things which 3.04 Jump to 2372.72
one thing that you that we never report 5.199 Jump to 2442.64
    CARDINAL one
between 15 and 40. 4.48 Jump to 2453.28
    CARDINAL between 15 and 40
the billion million melinda gates from 4.72 Jump to 2463.28
when you see these you know this 50 4.561 Jump to 2517.359
million plus top line 27 million you 4.401 Jump to 2519.599
    CARDINAL 27 million
with the 10 000 sites under contract 6.48 Jump to 2532.4
    CARDINAL 10
probably within the next 24 months 6.321 Jump to 2535.599
    DATE the next 24 months
so on the five-year plan that's like two 5.76 Jump to 2538.88
    DATE five-year
    CARDINAL two
uh talking about 120 million to raise to 7.6 Jump to 2575.2
    CARDINAL about 120 million
do the one that the 10 000 sites built 6.16 Jump to 2578.8
    CARDINAL 10
just look at the one we just announced 5.921 Jump to 2593.839
there was uh to a 14 and uh and uh nine 5.681 Jump to 2596.079
    DATE 14
to match it with six million of equity 4.72 Jump to 2608.8
    CARDINAL six million
so they're they're asking for like uh 20 5.841 Jump to 2611.119
25 30 equity equity in some cases but we 5.12 Jump to 2613.52
    CARDINAL 25
    CARDINAL 30
which is a private entity and this one 6.0 Jump to 2621.68
from 2g to 4 or 5g look like in the 5.2 Jump to 2636.0
    CARDINAL 2
    CARDINAL 4
    CARDINAL 5
the box to put a new one quite easy 6.24 Jump to 2648.079
the next generation one is the car is 4.88 Jump to 2651.52
presentation this one you can turn it on 4.959 Jump to 2656.4
with 2g then swap to 3g and to 4g 4.96 Jump to 2661.359
    CARDINAL 2
    CARDINAL 3
    CARDINAL 4
don't see 5g soon though in those 6.481 Jump to 2666.319
    CARDINAL 5
running on 3g and 4g 5.601 Jump to 2687.839
    CARDINAL 3
    CARDINAL 4
the four orange 7.04 Jump to 2729.68
    CARDINAL four
i will say 2022. now i don't have any 5.76 Jump to 2739.839
    DATE 2022
bang on the last one they took seven 6.199 Jump to 2810.64
    CARDINAL one
    CARDINAL seven
seven months brings us to march 5.44 Jump to 2823.28
    DATE seven months
it's close to 600 that we're expecting 5.681 Jump to 2848.319
    CARDINAL 600
at 450 sites erected so this is part of 6.719 Jump to 2862.64
    CARDINAL 450
mode in drc we will be deploying 80 5.121 Jump to 2900.079
    CARDINAL 80
the ground we have three subcontractors 5.76 Jump to 2923.28
    CARDINAL three
in drc one in cameroon and we have 8.16 Jump to 2925.52
selected one that will be part of our uh 7.44 Jump to 2929.04
of the 10-year contract does new run 3.52 Jump to 2949.92
    DATE 10-year
uh one thing that we would like to 4.319 Jump to 2978.8
    CARDINAL one
pursue those 10-year contract moving 4.48 Jump to 3000.96
    DATE 10-year
25 000 usd 3.679 Jump to 3058.64
    CARDINAL 25
usually for five to six years max 5.601 Jump to 3088.559
    DATE five to six years
our model was showing 25 penetration 6.72 Jump to 3158.16
    CARDINAL 25
rate we're at 45 so bang bang bang bang 6.881 Jump to 3161.359
    CARDINAL 45
10-year contract if they don't want to 4.64 Jump to 3182.88
    DATE 10-year
august september in 2021 5.92 Jump to 3215.76
    DATE august september
    DATE 2021
we were expecting something like a 180 6.16 Jump to 3218.64
    CARDINAL 180
nothing stopping us from doing 50 sites 5.281 Jump to 3245.119
    CARDINAL 50
a month 70 sites a month 4.4 Jump to 3248.48
equipment fyi we have three million 4.96 Jump to 3255.119
    CARDINAL three million
to build for the first 120 site same 4.56 Jump to 3264.64
    ORDINAL first
    CARDINAL 120
200 200 towers per month in drc but it 6.72 Jump to 3345.839
    CARDINAL 200 200
70 to 80 sites a month in drc 5.039 Jump to 3367.28
    CARDINAL 70 to 80
fast but we can probably do 30 to 6.321 Jump to 3372.319
    CARDINAL 30
30 to 40 sites a month easily actually 4.801 Jump to 3376.079
    CARDINAL 30 to 40
    DATE month
december 20 and i think january 20 we've 5.6 Jump to 3380.88
    CARDINAL 20
    CARDINAL 20
deployed close to 30 sites in cameroon 5.599 Jump to 3386.48
    CARDINAL 30
okay uh i think we'll get about eight 3.76 Jump to 3401.839
    CARDINAL about eight
operator because if there's one thing 4.64 Jump to 3477.28
    CARDINAL one
is to favor one or the other they would 5.439 Jump to 3481.92
because having one or multiple operator 4.321 Jump to 3511.599
    CARDINAL one
on to one side there's a captive 4.561 Jump to 3513.839
population of 5 000 people 3.52 Jump to 3515.92
    CARDINAL 5
being 25 30 40 5.121 Jump to 3521.599
    CARDINAL 25 30
it will be 25 30 40 4.48 Jump to 3524.24
    CARDINAL 25 30
when you expect to have ten thousand 2.56 Jump to 3557.44
    CARDINAL ten thousand
cents but when do you expect to have 2 3.28 Jump to 3558.559
    CARDINAL 2
500 sites 4.559 Jump to 3560.0
    CARDINAL 500
uh currently so when what these 2 500 3.76 Jump to 3561.839
40 months 4.24 Jump to 3565.599
    DATE 40 months
for drc is 40 months 5.28 Jump to 3574.16
    DATE 40 months
but by the end of 2022 we should be 5.839 Jump to 3576.72
    DATE the end of 2022
finished with the 20 the 2200 sites of 6.0 Jump to 3579.44
    CARDINAL 20
can you comment on your 5g patents does 4.48 Jump to 3585.44
    CARDINAL 5
straight into yeah the 5g patent was for 4.72 Jump to 3607.04
    CARDINAL 5
into those dense area and you have 5g is 7.44 Jump to 3611.76
    CARDINAL 5
but yes we still have this 5g patent 5.839 Jump to 3636.48
    CARDINAL 5
the the the 2100 4.8 Jump to 3654.64
uh 2100 so those co so that slide where 5.679 Jump to 3659.44
have 2100 sites exactly okay so it's 6.401 Jump to 3666.799
    DATE 2100
probably three to four different 2.96 Jump to 3697.359
    CARDINAL three to four
one in argentina brazil close to amazon 6.721 Jump to 3700.319
    CARDINAL one
maybe we can probably see the first 4.88 Jump to 3733.52
    ORDINAL first
contract before the end of 2022. i would 5.12 Jump to 3735.52
    DATE the end of 2022
62 islands in marshall island 4.72 Jump to 3758.16
    CARDINAL 62
on a capex mode so one off we're selling 3.76 Jump to 3800.319
    CARDINAL one
have 10 site probably live before the 6.639 Jump to 3822.72
    CARDINAL 10
the next five months you can't do 4.56 Jump to 3845.92
    DATE the next five months
concrete-based tower in two places where 5.24 Jump to 3857.559
    CARDINAL two
work so we will probably have maybe 10 7.921 Jump to 3862.799
    CARDINAL 10
15 site live before this period wait a 5.761 Jump to 3867.119
    CARDINAL 15
december and the goal is to have the 250 6.64 Jump to 3872.88
    CARDINAL 250
site running within 24 months 4.879 Jump to 3876.24
    DATE 24 months
uh 250 site more 4.08 Jump to 3882.16
    CARDINAL 250
would you say the top three reasons why 4.4 Jump to 3902.48
    CARDINAL three
2021 has been the year for ticking all 5.439 Jump to 3917.68
    DATE 2021
    DATE the year
everything 2022 we're starting execute 5.601 Jump to 3923.119
    DATE 2022
second thing the market is booming the 6.0 Jump to 3942.24
    ORDINAL second
so i would say those are the three major 5.28 Jump to 3956.72
    CARDINAL three
the two major reason the third one we 5.04 Jump to 3959.2
    CARDINAL two
    ORDINAL third
see in the next you know 30 3.52 Jump to 4052.319
next 60 days or so what kind of what 3.28 Jump to 4054.319
    DATE next 60 days
there will be a lot of news in 2022 5.041 Jump to 4057.599
    DATE 2022
we'll see you in the next one 3.719 Jump to 4128.08