I do focus on consumer broadband a lot, i see it as the foundations of the business, and its more predictable so easier to analyse...
Corporate side seems hard to break into from what ive heard, but its what can make a big difference to profits. I hope your right about ISDN and SIP, i have been pessimistic about Commander, expecting it to die a slow death, but they where optimistic at the investor day IIRC and i dont really understand corporate voice solutions very well, i had assumed there would be compelling telco neutral solutions.
There is supposed to be $106.1m pre-payments to ASC in FY18, if there isnt much from pre-commitments then it needs to be funded from cashflow and/or debt, with dividends on the line as well. Its the biggest issue holding the SP down IMO.
VOC Price at posting:
$3.42 Sentiment: Buy Disclosure: Held