BSA 4.86% 75.5¢ bsa limited

Nbn contracts hint that there will be plenty of work available...

  1. 402 Posts.
    Nbn contracts hint that there will be plenty of work available
    The new nbn rollout will probably need another 10 years given the current state of our copper and hfc networks.

    Still about 40% cheaper than SSM with further room for gains if margins continue reverting to long term means.


    Seems like an easy but boring slam dunk given the institutional support (both funds have solid track records of around 15% pa).
 
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