i know you have worked at MT until recently and hence understand the business way better than most because of that.
i have owned the stock on and off since about 2007.Stupidly i sold it a few years back and hoped to get back in but its just ran and ran. Idiot comes to mind!
i think you underestimate the Security/Cyber business. For a few years all company presentations have had made comments about significant Cyber investments. I am sure that is partially driven by the Dec 2019 ATO win. Since i have followed MT i have rarely seen announcements about specific client wins so assume this was a big deal??
https://www.itnews.com.au/news/ato-hands-macquarie-telecom-20m-internet-gateway-deal-535917The below FOI, which has been posted previously on HC shows how good MT's Cyber offering is. It beggars belief they wouldn't sell it to non Govt clients also or to expand to the other 58% of Fed Goverment they don't have as clients or State Governments?
https://iorder.com.au/publication/Download.aspx?ProdID=1-KOQ7EDT-P2P 3,4 and 11 i think show how good the offering is and why Cyber in my view is a big deal for MT going forward..
P.3 "SigBox is a secure file transfer capability, iRap assessed up to and including PROTECTED level"
P.4 " What is the reason the supplier has been recommened? MacTel are the only provider of a PROTECTED level secure file transfer system"
P.11 " We've created the SigBox solution for Government etc etc etc"
Anyway i reckon Security/Cyber will be a really big part of what MT achieves in the coming years...
