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My personal favorite branch is the broadband/fiber business as it is a fast growing and high cash flowing business. It already has 40,000 subscribers with a LTV between $3,000-$7,000.

The insurance company could be sold or spunoff, but it isn't a necessity for the success of the company.

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Thanks for the post. Can you provide a link to the revenues for the first five airports? Also, what is your opinion for intrinsic value for sky harbour?

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I haven't been able to find the projections online, but they were put into a physical bond press release on 2021. Current intrinsic value is low as only a few of the phases of their launch plan are operational, but by 2024 (when most things are built by) we will have a very clear view.

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