Downer EDI got a nice fat contract today it seems. NZ$320m worth, though not sure if this is amortized over the 8 years.
For 5G towers, someone said it would be 20k+ towers per carrier to get the coverage needed - but I have no source information for this. And it's hard to get an accurate picture, but Optus had 1200 towers in March 2020 and Telstra the same in August 2020. So still plenty of scope in this area, but presumably if you don't have a relationship with one of the major carriers by now, you perhaps have missed out.
SSM Price at posting:
$1.92 Sentiment: None Disclosure: Not Held
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