SLC 1.64% $1.55 superloop limited

Ann: H1FY21 Results Presentation, page-17

  1. 292 Posts.
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    Bought into SLC today. Seems to be a good prospect to sit on for 5 years, and then re-evaluate? If it dips meaningfully from here, I'd be interested in scaling in further.

    Like that Board/Execs own about 18% of the company - aligned interests.

    I see Fibre asset utilization has been ticking up slowly, but I'd like to see it meaningfully peg-up (eg. Australia 31%, S'pore 18%, HK 4%) - question for longer term holders: why so much spare capacity? I know some of their cables and equipment are pretty new - is that the main reason? Or other?

    Cheers/thanks.
 
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