1) Superloop owned fibre networks before it became a retailer. Superloop did (and still has) a lot of latent capacity on their networks meaning that on-net customer adds are very high margin. It's a little different for NBN net-adds but they invested in the POI infrastructure very early. Superloop has over 100,000kms of Fibre that isn't shared. It means they are already in many PoI (points of interconnect) Data centres in Australia - Superloop
Aussie's own Fibre network build started after they IPO's and is small in comparison.
2) Superloop organic growth (net adds) for NBN is faster than ABB's. ABB has a larger market share, but SLC is adding more customers at faster pace. Perhaps the market thinks that SLC is a more compelling offering to consumers given their lower price. ABB is considered to have better customer service (which I think is true) but in a market where cost is the leading factor it seems like the momentum is in SLC's favour for retail NBN
3) Superloop has part ownership on core international submarine cable infrastructure via SubCo (Indigo)
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1) Superloop owned fibre networks before it became a retailer....
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