Excellent find. Does SSM bid on any of the construction contracts, or just on the connection contracts?
Regarding the statement "...the contract for the national rollout was recently shortlisted to 21 companies" have you confirmed SSM on that short list? Who are our most credible competitors? One would assume it is not winner take all, but probably there will be five or six firms from the 21 awarded? What are the terms in the bid documents?
How much revenue does SSM typically take in for a connection under its Telstra contract? Have you seen any published figure for a connection revenue for the NBN?
SSM Price at posting:
25.3¢ Sentiment: Hold Disclosure: Held
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