Im not sure what more you want from a deep dive on consumer, they just redid their KPI's (for AMPU etc), its been a major focus on integration with new backend being rolled out to iPrimus, and plans for Dodo.
It would be interesting if they could breakdown divisions to ROIC, i believe consumer (NBN) is not very capital intensive, hardware (modems) and software costs that need to worked off, but the physical assets would be assumed to be under the other divisions.
Consumer gives us some diversity, and clear long term organic growth path.
I would see it as a mistake to sell off so much debt gets to below 1xUnderlying EBITDA.
VOC Price at posting:
$2.40 Sentiment: Buy Disclosure: Held
