"it's going to a buck." and way beyond., page-3

yep. That's what im thinking/hoping.

NBN alone ~500k houses x $500 each = $250m revenue @ 25% GM = $60m+ over the next four years.

Add to that the consumer router/modem business = $10m gross margin

+ Vodafone

+ others (maybe a smart metering contract here or there_

I can see them doing $40m+ GM within 2 years = at least $20m+ EBIT

No debt

Market Cap = ~$90

= very cheap!