I think the fact we're seeing Labor invest a lot more into proactive FTTP upgrades bodes well for Aussie BB as it means people will continue to have the opprtunity to upgrade their broadband connection, which provides a natural opprtunity for them to consider and change to a different ISP. Aussie are likely to be the one's to benefit the most from that I'd think. There's potentially a lot people stuck on poor FTTN connections, that may or may not already be Aussie customers, but which would be interested in potentially faster (and more profitable plans) once they move over to FTTP, of which Aussie Broadband has the largest share of such high speed connection.
I think we'll continue to see Aussie's profitability increase along with steady growth, and that will get more people interested in this stocks and longer term prospects.
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