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Value from independence

After a successful career as an equity analyst (top 3 ranked European sector analyst in 2009 and 2011 according to Starmine, for example) I decided to set up my own consultancy firm. Financial independence is Langer ConsultingĀ“s key differentiator: we provide you with an unbiased view.

Renovation of fixed access networks as an investment theme

Over the past years, financial markets have largely ignored this theme. Instead, web 2.0 and mobile have dominated the discussion (at least in Europe). And this for a very simple reason: strong demand-led growth. Growth is a powerful driver in valuation models and can sometimes lead to lofty expectations. In contrast, it seems difficult to position fixed access networks as an attractive infrastructure investment theme. We see this as an opportunity. There is much to be learnt from the cable industry in this regard.

What do we offer?

If you engage with us for a project, want to consider a second opinion or look for the proverbial DevilĀ“s Advocate - we are ready to help. Our services range from financial analysis (valuation, business model design or review) to the role as an intermediary between the network and financial world (speaker or moderator assignments).

Renumeration

We charge modest daily rates. Performance-related fees, if appopriate, can complement this.

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