NBNCo rolling out more fixed wireless terminals, page-2

Bought more today. Why? A chunk of catalysts

1. Cant see any justifcation for recent share price weakness.
2. NBN fixed wireless component will be increased to 500k homes following the review - expect NBN to adopt findings in August also except accelerated roll out
3. Potential volumes from Victoria smart metering following Wimax redundancy and and operating issues
4. Japan volumes - expect these to flow faster than other contract announcements
5. Opal volumes
6. And the biggy. New contract announcements. Perhaps smart metering volumes in other geographies, new telco agreements (another in the US?),
7. Strong balance sheet, positive cash flows, will be in a position to pay dividends soon - albeit expect them to wait until they have franking credits to make it worthwhile. U

My only concern is the overall health of the ASX and market wide PE compression.