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Subject:  Re: NII Capital (NIHD) 2016 Bonds 10% Date:  11/8/2013  10:38 AM
Author:  ytm Number:  35096 of 35576


What attracted to me to this play in the first place was their vast portfolio of spectrum. As you know they fell short recently with respect to milestones that needed to be executed. But a large part of this was due to a sprint equipment shutdown that was out of their control. But in terms of selling off non-core tower assets and focusing on the bigger markets with 3G still think there is allot of potential. They just need to focus on retention and acquiring new subs. If they can turn this corner its a different ball game.

What revelation that just came out today is that sir Richard Branson has now declared this on his website:

"Within the next 5 years, we hope that anyone in Latin America
can use a Virgin Mobile phone.”


So the reality is, NIHD has the biggest spectrum portfolio in