GLIO Podcast Series

Marco Patuano, Cellnex Q&A with Roy Harrison, Magellan

Episode Summary

Listen to Roy Harrison of Magellan interviewing Marco Patuano, Group CEO of Cellnex, for the Global Listed Infrastructure Organisation (GLIO) CEO Interview series.

Episode Notes

What you'll learn:

• The key drivers of earnings for Cellnex - inflation protection, new towers and additional tenants.
• How Cellnex's natural economic moat and contractual protections helps protect cash flows.
• How Cellnex is leveraging its leading market position in Europe to drive industrial efficiencies and strengthen its partnerships with the region’s largest MNOs.
• How Marco and his team plan to gain efficiencies and improve the business going forward.
• How Cellnex’s strategic focus on organic growth is increasing returns and accelerating shareholder remuneration.
• The evolution of Cellnex's capital allocation and what investors should expect over the medium term.
• The key business risks - consolidation, contract renewals and satellites - and how these can be managed.