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He’ll be president in hours and he wrote the email of today. “One thing we all need to remember is that a little effort is the best replacement for excuses. If we were all to make an effort to understand what’s going on around us, to make that quantum leap to using our higher, non-complacent minds, some lucid thinking might result. Problem solving is education at its best. Just as understanding can replace hatred, education can replace fear” Donald Trump Education. Learning something new every day and you’ll be ahead of more than 99% of people out there.
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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...