Aug 18, 2015
This is the thirteenth podcast for the power sector corporate
strategy study we will soon release as part of our Executive
In this podcast we discuss how the client came to be the primary
bidder for a telecom license which is far from their core
We also discuss the process we used to decide if the client should
keep the license, sell it or do something else.
We developed 4 scenarios for the client. We also explain why
immediately exiting this non-core investment hurts the client more
than keeping the license. That is a counter intuitive
recommendation which has to do with the value of real options.
Although, this may seem surprising, many power companies consider
telecoms to be a natural adjacency due to the physical overlap of