Investment Ideas: Helios, Digital Infra, and Japanese equity ETFs
A shorter note this week, mainly focused on updates on existing ideas plus a look at Japanese ETFs. Plus an interesting seed EIS Robotics fund on WealthClub.
Note 1: Helios Towers
In November last year, I put a UK-listed African digital infrastructure business on my buy list: Helios Towers. This is a heavily indebted, cashflow generating, former PE backed Africa pure play business. At the time I said:
On balance, I sense that within the next three years, if the growth trajectory remains on track, this firm wil…
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