Writing is on the wall

It's becoming increasing clear to me that it's only a matter of time before NTC takes off and gets over $2 again.

There is so much upside to this company and very little downside......

Upside:
Three big contract wins, one with a tier 1 telco and two with the government's NBN. Two of these have a great chance of being significantly scaled up. The NBN is moving away from FTTN to FTTC and NTC, being the incumbent, are in the box seat again to supply the upgraded DPUs. I think there is also a great chance that AT&T will expand their fixed wireless rollout and use their already contacted suppliers Ericsson and Netcomm. There may even be more government funding with of The Connect America Fund Phase III (CAF-III) (speculation).

Netcomm continues to work with Vodafone to deliver their MachineLink M2M devices around the world. G4 is replacing G3 as refresh cycles occur. Plenty of growth here.

Netcomm's continues to develop European relationships, especially with BT's OpenReach. They are spending money on personnel and showcasing their ability to develop fit for purpose, first to market, products, such as reverse powered g.fast DPUs and fixed wireless.

Their research and development capability has been greatly enhanced both in Australia and Florida, even better positioning Netcomm to win more business. Then have the ability to create 'fit for purpose' products using the latest technology in very competitive time frames.

Netcomm are already a successful company selling products into market booming market.



Downside:
Netcomm cannot contain their expenses. Expenses grew faster than their significant revenue growth. They need to do better and I believe they will, they have to.

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The chances of Netcomm picking up other big contacts or scaling up existing ones, I think, are very high and just a matter of time.

I've said this in the past, NTC tends to fall on financial and rise on AGMs. It won't take much for this share to pop.

Just my opinion.


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