2min chapter

Telecoms.com Podcast cover image

Freshwave, Open RAN and US vs China

Telecoms.com Podcast

CHAPTER

Silenlex: A Case in Point

Silenlex is an interesting case in point. They borrowed a lot of money and expanded when money was cheap. Interestingly, it's not particularly a tech telco conversation. Have you been bright? You're in a capex intensive industry, but you've borrowed too much. It's my challenge to them. But as these activist investors often do, they sort of... They punch above their weight, which is fair enough.

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