Aussie BB the very best residential ISP. Hands down. My issue...

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    Aussie BB the very best residential ISP. Hands down. My issue with this IPO is the market cap to pro forma forecast is at least 9x. A near $200m valuation. I'm not at all sure I feel comfortable about that. The reason why I don't feel comfortable, is that I do not consider "the very best customer service and good network congestion ratios" to be a significant enough moat IMO.
 
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