“good” is a very relative term. I would like to hear from both companies granular details like:
- What all properties they own (% stake) or are leased (how long? at what rates/escalations/etc details?)
- What are their immediate plans for eah property/location? What is the current utilization and leverage that is their at each property/location?
and many more on similar lines.
Earlier when this was a big hotchpotch with all logistics related business under one umbrella, people would not focus on details, since this was all internal and would get cancelled out. Now these are independent companies, so we need to know the details of each asset. We cannot have a ATL without any assets after 4-5 years when leases end.
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