I read in the Q1 2023 report that FIH is trying to by another 10% stake in the airport from Siemens at a valuation of around $2.5B. Any thoughts on that?
Hi. Nice job on your write up. I appreciate your work. Can you please confirm how you arrived at the $793M in net debt? From FIH's annual report it looks like BIAL invested $1.9B in T2 and funded it with ~80% debt. Thanks in advance.
Hi. Nice write up. I’ve been a shareholder too for sometime now. My Ebitda nums are higher based on the aera UDF’s. If u care to share notes on that lmk. All the best.
I read in the Q1 2023 report that FIH is trying to by another 10% stake in the airport from Siemens at a valuation of around $2.5B. Any thoughts on that?
The valuation is directly in line with the DCF in my report. So thesis remains intact.
Hi. Nice job on your write up. I appreciate your work. Can you please confirm how you arrived at the $793M in net debt? From FIH's annual report it looks like BIAL invested $1.9B in T2 and funded it with ~80% debt. Thanks in advance.
Hi Matt, Thanks. I'll email you.
Hi. Nice write up. I’ve been a shareholder too for sometime now. My Ebitda nums are higher based on the aera UDF’s. If u care to share notes on that lmk. All the best.
I've shared my model with you. We can discuss further.