Opex incoming $800 USD T. We won't mention the CAPEX intensity, as its likely in the upper quartile at this stage. They dropped that slide from presentations for good reason. IT LOOKS SHITE.
I warned @Kikker1959 and @vmp prior to the CAPEX blowout it was incoming, the day before if I recall correctly. I wonder how that is? ROFLMAO
WA Opex is going to balloon, well beyond any expectations.
Tony is scared to even give an estimate. You know why? The DSO Opex numbers are not looking pretty, hence now talking to banks.
DSO Opex at $700 does not make too much sense to fill a funding gap.
IMO.
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