Weekly insights on how to perform when it matters | High-stakes decisions. Real situations. No BS. | 👇JOIN +2k readers 👇
A picture that says a lot
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Today Codie Sanchez made my email. You choose your hard... so please don’t complain. I’ve been in both, and I’m still deciding what to do next. I take my time, with no rush. I like what I do in the infrastructure and real estate space, but also I appreciate freedom. At some moments, everyone has doubts, everyone feels overwhelmed, frustrated, angered, in despair. Some people take it for themselves, and keep in pain and frustration. Others go to talk to mentors, coaches and people that are in the same path they want to go. I’m still deciding my hard, but not how I approach. Mentoring can change your life. This is why I’m offering this package for Christmas.
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Vicente Valencia
Weekly insights on how to perform when it matters | High-stakes decisions. Real situations. No BS. | 👇JOIN +2k readers 👇
Look. Capital does not flow into PPPs because the project is important. Or because the Government wants it. Or because the infrastructure is badly needed. This is something many get wrong. Capital flows when the project makes sense. When revenues are clear. When risks sit with the parties best able to manage them. When governance works. When the financial model survives serious scrutiny. When the documents answer difficult questions before investors ask them. In summary, when money can...
Look. Leverage is not only what you can actually do. It is what the other side believes you can do. That matters. Especially in big infrastructure projects and SPVs. Every contractor, operator, supplier, authority and shareholder is constantly assessing two things: What can they gain? And what could they lose? Find that out, and you start negotiating properly. Not emotionally. Not aggressively. Properly. You understand what matters to them. You understand what they fear. And you use that...
Look. There are many boring industries. Infrastructure is one of them. PPPs are even worse. Long meetings. Technical reports. Risk registers. Governance papers. Contracts nobody wants to read. Very boring. Good. Boring markets are often gold mines. And you know my opinion on this too. The best PPP or major infrastructure project is usually boring too. No drama. No heroic recovery plan. No ministerial crisis. No contractor threatening to walk away. No board meeting that feels like a hostage...