- Orange enjoys a resilient activity, barriers to entry, a strong market positioning and a cost advantage.
- Cash generation will improve going forward as the company will benefit from an easing competitive environment, the implementation of cost savings and lower capital investment requirements.
- The implementation of a monetization strategy for infrastructure assets should create value for shareholders given that little value is currently ascribed for these assets.
- Current valuation significantly undervalues company operations and existing assets.
For further details see:
Orange: Asset-Rich Company But Poorly Valued