underutilized capex
1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Jul 22, 2021 by Sujay Jaswa · across every show →
Everything said about underutilized capex, oldest first
Jul 22, 2021 positive
Jaswa: Target Underutilized High-Capex Assets to Lower Startup Activation Energy
“I mean, basically the thing to look for is where is a lot of capex go? And where is that, that thing not running 24 seven? ... And so as a result of that, your activation energy in those examples is low because somebody else has put all the infrastructure in p…”