I think a lot more homes will be flipped from HFC and FTTN. A lot more.
https://www.itnews.com.au/news/nbn-co-will-flip-440000-mostly-hfc-premises-to-fttc-488639
Re revenue from the additional connections. I think 200 mil is very conservative. The VDSL DPUs were priced at US460 and the g.fast 50% more. Add in the NCD, one per connection, maybe $200+ and you see what I mean.
I think a lot more homes will be flipped from HFC and FTTN. A...
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