Unnamed Analyst's questions to Tucows Inc (TCX) leadership • Q1 2024
Question
An unnamed analyst requested clarification on the CEO's previous statement regarding the exploitation of public market inefficiencies, specifically concerning the Ting fiber business.
Answer
Elliot Noss, President and CEO, reaffirmed his position, stating that the public markets incorrectly value long-term fiber capital. He argued that the current stock price implies the market believes Tucows' value would increase if it divested the Ting fiber business for nothing, which he labeled a significant 'market inefficiency' the company aims to exploit.