Talking to a friend a week or two back I said I was tempted to top up at prices in the $2.45 range. Missed that boat! Here's the transcript from the Livewire site.
Service Stream (ASX:SSM)
Rachel Cole, NAOS.
So one for this year I think is Service Stream (ASX:SSM). It's a business that does critical network infrastructure services to the telco and utilities space. It's had a good run and it's come off recently. Looking forward, they've got a couple of catalysts this year. They've got a really strong balance sheet. They've got net cash. They can go out and make an acquisition. Outside of that, they've got the 5G work which has potential upside going forward. And as they transition from the NBN, away from the activations and connections into more maintenance style work, I think on 15 times it looks like good value.
SSM Price at posting:
$2.71 Sentiment: Buy Disclosure: Held
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(20min delay)