I agree, its all good medium-long term, i feel very good about plans, but i am still a bit nervous about execution. This two months of stability is almost enough to forget about how we will funding growth. We havent heard any comments about ASC pre-commitments, or rebranding of Primus, which always seem to be about to happen.
I would feel better if i could ACCC NBN stats showing our growth trend continuing, but who knows when the ACCC will get around to releasing them...
On Investor day they also mentioned a big contract in the pilbra was down to us and Telstra, i havent heard anything of it either way. Investor day was a bit thick with salesmanship looking back.
My sentiment hasnt changed, but getting a bit nervous...
VOC Price at posting:
$3.42 Sentiment: Buy Disclosure: Held