I would not be focusing on the NBN connections as key Metric. The key upside is the selling of capacity on SLC owned and/or operated assets (i.e IRU's) in which they are selling Gbits to TBits of capacity which will increase significantly the cash flow position of SLC,
The Article below from Indigo Partner AARNET talks about the surge in IP Traffic and the upgrades required to meet this demand. Point to note is the international surge from China Via Hong Kong. very interesting article, This is the customers SLC is going after.
https://news.aarnet.edu.au/aarnets-race-to-upgrade-network-and-services-as-universities-send-staff-and-students-home/
I would not be focusing on the NBN connections as key Metric....
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