Sep. 11 at 1:56 PM
$LUMN Imagine morphing an
$11B revenue recurring telecom business with +30 percent legacy margins historically in run off mode for cash as part of a linear connection business growing at 1 percent annually due to "commodity" pricing, into an
$11B revenue business with a TAM at least two times the current base and margins at 80-100 percent!!!!!!!!!!
On top of that, we are "mining copper" in its best of breed form at historical highs during this transition.
This is the Lumen we own today. Let our FKNG STOCK PRICE go!!!!!!!
