@robert_ivanhoe The next industrial revolution won't be constrained by innovation—it will be constrained by access to energy, critical minerals, and the technologies needed to unlock them. This is a theme more investors should be paying attention to.
@robert_ivanhoe The world is talking about AI chips. Far fewer people are talking about where the copper, nickel, platinum and other critical inputs will come from. The next industrial revolution may ultimately be constrained by resource availability rather than technology.
$CSU.TO $TOI.V
Nico Kras, CEO of Cipal Schaubroeck, spoke to De Tijd following the acquisition of his company by the Canadian software group Constellation Software. He refutes the idea that Cipal Schaubroeck is now part of a foreign behemoth concerned only with profit maximisation:
"That is not how Constellation Software works. It does not create value by building a monopoly and charging higher prices, but by continuously benchmarking and sharing best practices and knowledge between the companies that are part of the group. Over the past year we have developed several new products thanks to that cross-pollination."
The CEO pushes back against the image of Constellation as a classic software behemoth that swallows companies and centralises everything. He describes the Canadian group as a spider's web of thousands of small autonomous companies, somewhat comparable to the Antwerp ICT group Cronos:
"At Cipal Schaubroeck too, we have now created ten virtual small companies, each led by someone different. That stimulates entrepreneurship and brings you closer to your customers."
CEO Cipal Schaubroeck na stille verkoop: ‘Als Vlaamse gemeenten meer betalen voor ICT, komt dat niet door ons’
https://t.co/O66Tj2R9s8
A Hong Kong hotel owner risks losing a major asset after a loan default.
The lesson? Liquidity is easiest to obtain before you need it.
When refinancing windows close, options narrow. Smart founders, CEOs, and major shareholders prepare early.
#Liquidity#Refinancing#CEO#CFO
Liquidity doesn't disappear overnight—it dries up gradually, then all at once.
The smartest CEOs, founders, and major shareholders secure capital before they need it, not when markets force their hand.
Position early. Preserve flexibility.
#CEO#Founder#CFO#Liquidity#IR