I tend to agree with this Bocus the Dark Fibre Metro Marketplace is crowded compared to what is was 10 years ago. Back then you had Pipe Networks, Digital River and a couple of smalls now you have 7-8 players in that space including as you mention infraCo. Not sure how WCG will get a return on the investment charging what they do now, another dead project in there?
The next big thing in Australia in intercapital bandwidth between cities and regional centres but that requires a lot of capital and takes time but capital is now flowing into this opportunity too when you see Infraco building a new $1.5b hyperscale fibre network, HyperOne is making noises (not sure if they have started), Vocus has a new cable system going in between Brisbane/Sydney/Melbourne and one that keeps popping up Inligo Networks another interesting play.
Fibre systems are about done in Australia save for the long distance refresh which is happening.
The management team is scattergun and all over the place.
Tectonic Investment Management writetup published on Livewire, page-34
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