Cellnex CEO call w/ Marco Patuano

Marco needs no introduction as the CEO of the largest tower company in Europe, so this will be a great opportunity to hear about his latest views on the tower landscape:

- What incremental demand are they seeing from their major MNO customers? Upside beyond core MSA payments?
- Growth outlook in their adjacent opportunities like small cells and fibre
- The increasing value of the land portfolio and how to manage this
- Opportunities to develop RAN ownership further?
- Cost optimisation strategies to boost earnings growth: can Europe ever decommission tower sites to become more efficient?
- Their views on the potential changes from the Vodafone-3 deal in the UK
- How evolving technologies can be both a positive and a risk for them?
- Can regulation be a help or a hindrance for their business?
- Where next for M&A for Cellnex?
- As an investment grade company with dividend commitments, what financial flexibility do they have?