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february 15th 5.72 Jump to 19.68
    DATE february 15th
companies which have three things in 2.96 Jump to 52.079
    CARDINAL three
multi-billion dollar market 2.481 Jump to 55.039
uh nine stocks in the last you know 18 4.8 Jump to 67.04
    CARDINAL nine
    CARDINAL 18
eleven hundred percent and five thousand 4.319 Jump to 71.84
    PERCENT eleven hundred percent
    CARDINAL five thousand
is gonna join that great pantheon of 10 5.04 Jump to 79.6
    CARDINAL 10
clearance as we speak to build 120 6.56 Jump to 128.56
    CARDINAL 120
there's close to 800 million people 6.961 Jump to 182.239
    CARDINAL 800 million
just the assumption that 50 percent 4.881 Jump to 194.319
    PERCENT 50 percent
opportunity there's one billion people 5.039 Jump to 205.12
    CARDINAL one billion
network so there's one billion of those 5.601 Jump to 217.599
    CARDINAL one billion
still not connected in those two 3.76 Jump to 220.64
    CARDINAL two
so you have eight hundred thousand 5.199 Jump to 224.4
    CARDINAL eight hundred thousand
people uh a thousand million people 7.041 Jump to 226.799
    CARDINAL a thousand million
fifty percent of them 4.479 Jump to 233.84
    PERCENT fifty percent
and then divide them by on average 5 000 5.92 Jump to 238.319
is driving 2 000 of revenue per site per 5.441 Jump to 247.599
    CARDINAL 2 000
just in those two continent of close to 7.041 Jump to 258.079
    CARDINAL two
2 billion in revenue potential 6.959 Jump to 261.68
    CARDINAL 2 billion
so it's amazing it's close to 80 000 6.321 Jump to 268.639
potentially ten thousand 5.121 Jump to 329.759
    CARDINAL ten thousand
towers or the ten thousand site the ten 3.52 Jump to 332.16
    CARDINAL ten thousand
    CARDINAL ten
thousand 3.44 Jump to 334.88
committed 20 close to 2500 sites okay i 5.16 Jump to 340.96
    CARDINAL 20
    CARDINAL 2500
24.92 again i don't want people to 4.359 Jump to 346.12
    CARDINAL 24.92
24.92 4.0 Jump to 350.479
    CARDINAL 24.92
two thousand 3.04 Jump to 358.08
    DATE two thousand
accounts for a 25 24 25 percent 7.2 Jump to 380.16
    PERCENT 25 24 25 percent
currently just in cameroon achieving 45 4.96 Jump to 395.28
    CARDINAL 45
poo for cameron is 2.67 8.08 Jump to 428.72
    CARDINAL 2.67
so we are at one dollar now so 9.199 Jump to 432.56
    MONEY one dollar
45 penetration rate and 2.67 7.76 Jump to 436.8
    CARDINAL 45
    CARDINAL 2.67
revenue per site up to 4 000 something 6.4 Jump to 444.56
    CARDINAL up to 4 000
around two thousand dollar per site per 3.28 Jump to 454.24
    MONEY two thousand dollar
right now if we aim to do the ten 5.92 Jump to 460.08
    CARDINAL ten
thousand site we will be a 250 million 4.72 Jump to 462.72
    CARDINAL 250 million
uh we will be generating 50 percent 6.16 Jump to 474.56
    PERCENT 50 percent
ebitda so 125 million dollar 5.761 Jump to 477.039
    MONEY 125 million dollar
eight and 29 times ebitda 4.801 Jump to 498.639
    CARDINAL eight
    CARDINAL 29
so we do not think that we will be at 29 4.64 Jump to 503.44
    CARDINAL 29
which is eight eight times 125 so we're 6.0 Jump to 508.08
    DATE eight eight
    CARDINAL 125
close to a billion dollar valuation once 4.72 Jump to 511.52
    MONEY billion dollar
really once you have these ten thousand 3.841 Jump to 547.279
company's worth of billion dollars 3.201 Jump to 552.959
    MONEY billion dollars
32 million 32 million shares outstanding 6.16 Jump to 558.88
    CARDINAL 32 million
    CARDINAL 32 million
trading at the dollar 30 something cents 6.56 Jump to 561.76
    MONEY 30 something cents
we have a market cap of 44 million i 4.0 Jump to 568.32
    CARDINAL 44 million
few years so let's say you get to 50 4.959 Jump to 576.32
    CARDINAL 50
million shares at a billion valuation 5.44 Jump to 578.399
    CARDINAL million
    CARDINAL billion
that's 20 bucks a share is is the upside 4.161 Jump to 581.279
    MONEY 20 bucks
those infrastructure 75 percent plus 5.2 Jump to 605.6
    PERCENT 75 percent
upside essentially is 20 is 20 bucks a 4.88 Jump to 638.399
    CARDINAL 20
    MONEY 20 bucks
share once you get these 10 000 powers 4.319 Jump to 640.64
    CARDINAL 10
nourish store because that's the 10 000 4.641 Jump to 644.959
    CARDINAL 10
uh by 20 the next three years four years 5.68 Jump to 657.12
    CARDINAL 20
    DATE the next three years four years
no it's fine it's a five-year plan by 5.2 Jump to 660.72
    DATE five-year
2026 we should be around 10 000 sites 5.84 Jump to 662.8
    DATE 2026
80 000 towers so it will mean that we 7.519 Jump to 679.44
    CARDINAL 80
get uh 15 17 of the total scope let's 6.639 Jump to 682.64
    CARDINAL 15 17
say we do 30 4.88 Jump to 686.959
    CARDINAL 30
so we would then be close to 25 000 5.441 Jump to 689.279
    CARDINAL 25
set an objective of 10 000 but of course 6.16 Jump to 694.72
    CARDINAL 10
vodafone orange airtel the big four in 7.12 Jump to 707.92
so why is the stock only a dollar or 30 4.721 Jump to 768.079
    CARDINAL 30
and not you know 10 bucks right now i 5.041 Jump to 770.639
guess because people are not 100 certain 4.64 Jump to 772.8
    CARDINAL 100
your news in uh the three markets that 5.281 Jump to 792.959
    CARDINAL three
many kind there's 80 countries in africa 3.361 Jump to 810.639
    CARDINAL 80
i think there's like 80 countries i know 3.679 Jump to 812.16
    CARDINAL 80
i think it's 56 if you're basically 3.36 Jump to 814.0
    CARDINAL 56
it's like a billion population um huge 5.039 Jump to 819.6
    CARDINAL billion
with uh orange is the the 2500 towers 4.72 Jump to 830.72
    CARDINAL 2500
away it's uh 57 6.641 Jump to 843.519
as nas but we also have seven more uh 5.68 Jump to 846.56
    CARDINAL seven
you know 100 towers this week 3.839 Jump to 898.0
    CARDINAL 100
    DATE this week
then this you know uh 2500 towers which 6.32 Jump to 903.68
    CARDINAL 2500
around just 5 million 5.68 Jump to 913.279
    CARDINAL 5 million
uh per month so let's call it 60 million 4.88 Jump to 915.68
    CARDINAL 60 million
600 million 4.08 Jump to 922.72
    CARDINAL 600 million
still it's 20 bucks a share 6.32 Jump to 929.04
    MONEY 20 bucks
that in those questions first of all 4.64 Jump to 964.639
    ORDINAL first
three countries we have a a uh uh 7.44 Jump to 971.44
    CARDINAL three
of the contract so it's 10 years 3.84 Jump to 978.88
    DATE 10 years
six years 4.399 Jump to 1017.68
    DATE six years
drc five and south sudan will be seven 6.159 Jump to 1019.04
    CARDINAL five
    CARDINAL seven
eight this is how the contract is built 5.681 Jump to 1022.079
    CARDINAL eight
after the 10 years so there are debates 5.6 Jump to 1048.24
    DATE the 10 years
i don't know 200 300 400 site live 6.8 Jump to 1065.2
    CARDINAL 200 300
    CARDINAL 400
10 years is probably going to be 3.921 Jump to 1085.919
    DATE 10 years
3g potentially 4g i doubt that you will 6.16 Jump to 1094.16
    CARDINAL 3
    CARDINAL 4
see 5g in those regions but 6.08 Jump to 1097.12
    CARDINAL 5
side to run on 3g and 4g 5.519 Jump to 1113.28
    CARDINAL 3
    CARDINAL 4
so we're already planning trials of 3g 5.76 Jump to 1129.36
    CARDINAL 3
and 4g this summer with camelon and 4.8 Jump to 1132.96
    CARDINAL 4
being populated with 3g on top of the 4.88 Jump to 1140.72
    CARDINAL 3
easy because we just launched our 2g 3g 4.319 Jump to 1145.6
    CARDINAL 2
4g bucks 5.28 Jump to 1148.48
    CARDINAL 4
that allow us to switch remotely from 2g 6.961 Jump to 1149.919
    CARDINAL 2
to 3g to 4g which is fantastically cool 4.56 Jump to 1153.76
    CARDINAL 3
    CARDINAL 4
because 2g is not as 4.641 Jump to 1172.799
    CARDINAL 2
3g is uh the definite 3g and 4g are 6.721 Jump to 1183.679
    CARDINAL 3
    CARDINAL 3
    CARDINAL 4
definitely enforced in latin america 2g 5.039 Jump to 1187.52
    CARDINAL 2
telephony and so forth so that's why 2g 5.52 Jump to 1207.76
    CARDINAL 2
tower in 10 years or whatever it is like 3.519 Jump to 1225.52
    DATE 10 years
gonna be the this is 10 years from now i 3.681 Jump to 1284.559
    DATE 10 years from now
five years from now the company might 2.8 Jump to 1297.84
    DATE five years
what happens 10 years from now because 3.12 Jump to 1317.28
    DATE 10 years from now
three years and francis correct me if 3.92 Jump to 1320.4
    DATE three years
i'm wrong but let's say two three years 3.2 Jump to 1322.24
    DATE two three years
so you know in nine years you're gonna 3.36 Jump to 1332.0
    DATE nine years
20 000 sites which have that you know so 3.92 Jump to 1335.36
    CARDINAL 20
us 58 towers 5.36 Jump to 1408.64
    CARDINAL 58
structure 2000 4.48 Jump to 1427.76
    DATE 2000
you know the towers is just one part of 4.08 Jump to 1466.24
    CARDINAL one
great companies they start off with one 4.8 Jump to 1470.32
in one area but then they expand they 4.559 Jump to 1472.48
    CARDINAL one
uh the first of all for ourselves we're 5.28 Jump to 1491.279
    ORDINAL first
such service first 3.599 Jump to 1508.32
    ORDINAL first
second thing you will have team on the 3.041 Jump to 1510.159
    ORDINAL second
you're first and being first you can 5.12 Jump to 1583.36
    ORDINAL first
first of all how many other 2.64 Jump to 1604.72
    ORDINAL first
no roads or almost zero roads and in the 7.039 Jump to 1647.52
    CARDINAL almost zero
opportunity you know 20 years ago china 4.24 Jump to 1704.559
    DATE 20 years ago
the one on the left hand side where it 5.281 Jump to 1745.679
equipment that goes there to build a 120 4.961 Jump to 1768.559
    CARDINAL 120
batch one for both countries 5.759 Jump to 1773.52
cameroon we've been able to deliver 30 5.92 Jump to 1785.44
    CARDINAL 30
sites 30 site in the last month 6.08 Jump to 1788.24
    CARDINAL 30
    DATE the last month
so it's me it means that 120 side could 6.16 Jump to 1791.36
    CARDINAL 120
team on the ground we can build a 120 5.519 Jump to 1798.64
    CARDINAL 120
site within four months 4.561 Jump to 1801.679
    DATE four months
building a tower takes three days 5.12 Jump to 1817.36
    DATE three days
it's not two weeks it takes three days 5.681 Jump to 1819.919
    DATE two weeks
    DATE three days
site one two three four five puck and 4.321 Jump to 1831.919
    CARDINAL one two
we have three subcontractors selected 7.201 Jump to 1844.399
    CARDINAL three
only one of them have been uh uh have 6.639 Jump to 1848.64
    CARDINAL only one
of 2023 2024 in smaller countries i 4.56 Jump to 1994.64
    DATE 2023 2024
let's call it i don't know 200 million 3.919 Jump to 2015.12
    CARDINAL 200 million
know 100 billion dollar market cap so 3.84 Jump to 2100.64
    MONEY 100 billion dollar
bidding on with mtn but the previous one 6.721 Jump to 2163.599
ihs and american tower the two of them 5.759 Jump to 2170.32
    CARDINAL two
and one of the reason being that most of 4.639 Jump to 2215.2
    CARDINAL one
having a market cap around 200 250 then 5.76 Jump to 2361.28
    CARDINAL around 200 250
3.5 million dollar u.s you're kidding i 4.88 Jump to 2381.68
    MONEY 3.5 million dollar
    PERSON u.s
first 120 sites 3.359 Jump to 2554.96
    ORDINAL first
    CARDINAL 120
they have the first right of refusal of 5.44 Jump to 2564.72
    ORDINAL first
where four million dollars as lead 4.88 Jump to 2577.28
    MONEY four million dollars
to mwc the biggest telecom show in two 4.321 Jump to 2609.359
    CARDINAL two
the one that will succeed 4.4 Jump to 2636.8
two of us if not at a third one or 4.72 Jump to 2645.92
    CARDINAL two
    ORDINAL third
orbit satellite company while called one 5.52 Jump to 2682.0
because it's a 10 watt output power the 4.879 Jump to 2710.48
    QUANTITY 10 watt
put those products close to a 20 watt 4.561 Jump to 2715.359
    QUANTITY 20 watt
uh solution but in those places a 10 4.72 Jump to 2740.72
    CARDINAL 10
the team on a 20 watt version and we do 6.321 Jump to 2748.079
    QUANTITY 20 watt
you know potentially a 20 stock price 4.639 Jump to 2784.48
    CARDINAL 20
you have with orange to get the 2500 3.121 Jump to 2793.119
    CARDINAL 2500
uh which could generate you know five 4.24 Jump to 2796.24
million a month it's you know 60 million 4.561 Jump to 2798.079
    CARDINAL 60 million
you know that basically translates to 20 3.041 Jump to 2807.599
    CARDINAL 20
move closer to you know that 20 stock 5.36 Jump to 2822.64
    CARDINAL 20
for the one that we have served until 7.76 Jump to 2842.88
but yes the one that we've started 5.119 Jump to 2858.48
from new rand in the next 30 days what's 3.599 Jump to 2900.24
    DATE the next 30 days
world congress as i said from the 28th 5.76 Jump to 2962.64
    DATE the 28th
pace there and we will get this 10 000 5.921 Jump to 2994.079
    CARDINAL 10
on the next one 4.76 Jump to 3018.559