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clock Created with Sketch. 31/08/20
09:45
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Originally posted by dabozza:
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I'm not an owner, but have tracked it. The one thing keeping me from dipping in is the NBN headwings. It's like 30% or something of revenue, and there is nothing on the table that could replace it for SSM? The report hasn't changed that fundamental issue for me. An ex NBN roll out, the value I came up with a little while back was like $1.40 - not saying that is the value of SSM nor where the shareprice will go, but it doesn't give much of a margin for a potential investor..
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"there is nothing on the table that could replace it for SSM" @dabozza . @cyw mentioned, 5G towers are a large tailwind.
(20min delay)