RE: Congress7 Sep 2019 09:24
The interims suggest at least 3 new deals to be concluded in the next six months. At least one in a established market so we can expect some robust figures attached.
They state the sectors of business but not how many. Given that they are quite different sectors it is unlikely that they will be part of the same deal. However there could be multiple deals in any of the sectors. UEP seems to be attracting some interest and will be a growth sector for sure. Some deals in 2019 according to the text so we can expect news in the short term.
Clearly this all takes time to mature but until now we industry has not been deploying on mass this will start next year. I believe that we will see a frenzy of catch up in 2020. Just 1% of that will be huge.