Uniti is an infrastructure wholesale Telco they have hardcore fibre assets that's why it is compared to NBN. Whereas ST1, VN8 or CCG are more concentrated in providing a managed service to business customers on leased networks from other Wholesale telco providers like NBN and Uniti. According to the top brokers, Uniti will keep rerating as the revenue and EBITA will keep increasing due to the contracted pipeline. My personal opinion is in the next two years Uniti Share price will keep growing if they keep winning new developments contracts. The icing on the cake is 90% of the revenue is recurring in nature hope there is no takeover bid till it reaches full potential.
