Opinions
Darren Sissons
Vantage Towers AG
VTWR-GR
PAST TOP PICK
Jul 20, 2022
(A Top Pick Jul 26/21, Down 3%) Growth opportunities ahead. Cheap capital is still available in Europe, so it will continue to grow. An infrastructure story. Challenged by the macro, as are other companies. You could buy at these levels.
$28.280
Stock price when the opinion was issued
Telecommunications
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It was spun out of VOD-N. There is a billion of CAP-X to be spent growing the company. It is probably trading at a 50% discount to American Tower.
Telecommunications
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