Ann: H1FY20 Results Presentation, page-51

I'm excited to hear the results. I could not have been more impressed with Paul Tyler our new CEO at the AGM which was recorded several months back.

What am I looking for besides hotting the numbers - an outlook that reflects these key themes:
- Continued growth in core fibre connectivity, showing increased utilisation of the network asset they have built
- evidence of a step change in broadband market share for the consumer side of the business
- evidence of increased market share in the enterprise segment, utilising NBN's extended reach at zero cost outlay
- some sort of strategic commentary around Hong Kong and what they will do with this asset

If the outlook reflects these things, i see the share price heading north in a hurry. I think this stock is a "sleeper" with strong potential to double value over the next few years. It's a significant part of my portfolio now, and whilst it sis one of the few stocks I own that I am currently at a loss on, it is one that I am confident will be a significant contributor going forward.

Bevan's confidence and swagger re this stock, not to mention his investment ( one of his largest in $ value of all his investments), gives me further validation re my outlook too