I suspect all the growth ABB will get is already priced in (if...

I suspect all the growth ABB will get is already priced in (if it gets to 12-15%), there still isnt much profit in retail, and they are only just starting in enterprise. It is a good strategy going straight of NBN-DC connects.

I have been watching SLC for quite some time thinking it might come around, its unfortunate there HK assets will suffer because of China takeover, and business exodus. Singapore might be ok. But their investor presentations are like a sales pitch, they spin their results, they sound desperate, i find it hard to trust them. They need to do more writedowns, but they could come good.

Never bothered followed 5GN, i just thought it was not much more than a company using a ticker as a marketing ploy.

Thought FSG could be something, but they will get hurt by LEO satellites.

And now we arent even going to get Vocus NZ...

Im going to be reduced in the telco space to trying to pick highs and lows of Telstra