Vianet Internet Solutions

Vianet Internet Solutions is investable only if its legal identity, AS5690 control, Ontario service footprint and customer billing surface continue to point to the same operating company. The hard judgement is that Vianet has a real regional moat in rural Ontario, but that moat is a payback machine, not a global growth story: every fibre drop, fixed-wireless install, acquired customer and support promise must survive long enough to repay the capital and labour before Bell, Eastlink, Starlink or another local provider resets the household's switching calculation.