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It is quite frustrating that their core business from the get...

  1. 25 Posts.
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    It is quite frustrating that their core business from the get go, is going along fine (growth could be faster). The massive drop off in revenue from the cloud / managed services businesses they bought. Those are a dime a dozen, I don't know why they didn't just continue their focus on what they were good at ... A bit of diworsification there.

    However, it's not all doom and gloom. Their margins (group wide) are very impressive. They just need to get on with it, and continue selling connectivity and solutions which leverage that connectivity to provide them an advantage over other providers. Net add of new NBN subscribers was good to see, let's see how many stick around after the promo period and after the outage issues of last month...
 
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