Moline highlights ALLO’s shift toward strategic acquisitions, the growing influence of ABS financing, and the long-term investment tailwinds shaping the US fibre market.

• Greenfield-only builds to strategic acquisitions - 01:27
• Evolving capital structures blending equity and securitised debt - 02:20
• ABS financing rewarding mature, high-performing networks - 03:19
• Evolving investor mix in US fibre space - 04:54
• Has the US fibre market reached saturation point? - 06:53