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Exclusivity spends some of tomorrow's choices
A large pipeline can make a restrictive agreement look like an acquisition decision. Its effect on future alternatives belongs in the investment case.
Read the essayNoel Vensarik / Chief Strategy Officer
Before the forecast becomes a commitment
Perspectives from a life in leadership.
The archive.
Distribution strategy and partner dependence
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Exclusivity spends some of tomorrow's choices
A large pipeline can make a restrictive agreement look like an acquisition decision. Its effect on future alternatives belongs in the investment case.
Asset economics and strategic experiments
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A resale percentage needs a route to the next owner
Equipment can remain useful while its resale value is difficult to realise. A planning assumption must include condition, buyers, time and the work needed to make a sale possible.
Regional expansion and seasonal demand
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The busiest season cannot sign a year-long lease
A short period of strong equipment interest can support further investigation without supporting permanent offices. The duration of the evidence should match the commitment it is used to justify.