this is all we are looking into. this Was Announced in Telstra ASX as on 14th November 2023. this new Routes is where they need Sensors..
well i am not 100 % sure that these 2 announcements are related to eachother but i am reading beween the lines.
See the Telstra Announce and capturing the keywords and matching this with AVA announcement.
1. "250 Kms of Fiber Cable" mentioned in both the announcements
2. "Port Of Darwin" Intercity Connection
3. 400 Kms Cables
4. Sub-Sea Cable
4. Telstra InfraCO
we can see the timeline and see when its starting.
its 1.4 ~ 1.7 Billion worth of project between FY23 to FY27 .. if i remove 50 % that's 850 Mil and take minimum as CIRCA 2 % ~ 17 Mil in next 3 years.. its very conservative Ballpark figure
DYOR.. this is it.. IMO only GLTH
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