GLIO Podcast Series

Mark Aue, Chorus, Q&A with Eric Bright, Foresight

Episode Summary

GLIO CEO/investor Q&A edition with Mark Aue, Chorus, and Eric Bright, Foresight.

Episode Notes

What you’ll learn from the conversation:

• Chorus New Zealand is an ASX/NZX-listed wholesale-only fiber network owner

• Completed their fiber to the home rollout via government PPP (2011-2022) with very little overbuild

• Regulated asset base model for fiber since 2022 provides certainty; just started a new 4-year period

• Fiber uptake at 72% today, enabling retirement of legacy copper network and simplification by 2030

• Recent global M&A for fiber networks recognizes fiber’s reliability and scalability to meet growing data demands