NTC 0.00% $1.10 netcomm wireless limited

Ann: NTC FY18 Half Year Results, page-52

  1. 109 Posts.
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    Personally I don't think well see a significant change in share price unless we land a whale contract with AT&T or BT for a Fttdp/fixed wireless contract. The only thing that has changed since Netcomm won the AT&T contract and the share price was at circa $3,is that investors dont believe Netcom will win anymore of these large contract or theydont have the patience to wait.

    In the meantime, fundamentals will improve to a point, but I think investors have concerns on where the sustainable revenue comes from. NBN fixed wireless and Fttdp will be fully rolled out soon. Unless AT&T stump up more fixed wireless plans the long term outlook is not great on a run rate basis.
 
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