A lot going for it. NBN alone this is a great company, and will be for the next 5-7 years+ IMO.
2016 will see:
- NBN starting to ramp up, particularly with the increase in units for the extended area
- AT&T should contract them by the end of the year. They expect the FCC will approve the merger to go ahead in the US second quarter. 13 millions units over 4 years.
- The 300k units for SP/Ausnet. They havent got this yet, but surely they'll be a shoe in
Thats just the start. Elevators, ehealth etc to drive the growth going forward. Huge potential. And unfortunately, thats all it is at this stage.
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