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Infracom Q3’21: Initial Take - Redeye

Redeye will likely leave its forecasts and Base Case essentially unchanged, following a Q3 report coming in somewhat below our forecasts. There are several ongoing M&A talks, but valuation discussions are tougher than normal due to the Corona pandemic.

Redeye will likely leave its forecasts and Base Case essentially unchanged, following a Q3 report coming in somewhat below our forecasts. There are several ongoing M&A talks, but valuation discussions are tougher than normal due to the Corona pandemic.
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