New Street: Oi - Follow up call with CFO; Infra Co and Wireless valuation in focus
After the release of the Q1s and GCM docs from Oi late on Monday and the earnings call today, we had a catch up with Oi’s CFO, Camille, this evening. This clarified a few issues and helped us better estimate, 1/ the potential exit multiple on the Infra Co. asset, and 2/ where the Oi Wireless valuation is coming out at.
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