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TCI Fund vs. Cellnex Telecom, S.A.

Cellnex Telecom, S.A. · CLNX

1 deck published between 2023-03-23 and 2023-03-23 — 1 pages, 1 analysed slides total.

initial thesis

Timeline

Each deck in chronological order — click to open. This is the story of the campaign as it unfolded.

  1. 2023-03-23 initial thesis

    2023 03 TCI Letter to Cellnex 23 March 2023

    1pp · letter

    Cellnex is a great asset hobbled by a board that botched CEO succession; TCI will move at the AGM to remove Kan, Shore and Reich and seat its own director.