Ann: SLC - Origin Energy broadband contract and upgraded guidance, page-24

Yep,the key point in my eyes is the following.

"ABB noted a $14m EBITDA hit, due to losing the deal, while SLC noted at $19m EBITDA lift. We assume Origin moved on the grounds of a better economics (SLC is cheaper) as well as the flexibility offered via SLC's unique software stack. The fact that the benefit to SLC is more than the loss to ABB reaffirms our view that SLC has a substantial fixed cost advantage which can continue to be leveraged."


Edit: My sentiment is hold, but could change back to buy if ABB decides to sell theri shares on market which may cause a short term opporuntity for cheap shares.