Thoughts?, page-2

I think something is brewing here. I expect we will hear a few announcements before the end of the year. If you look at slide 11 of their investor presentation, they acknowledged 4 products being revenue generating in FY16. I'm expecting announcements on US rural broadband, healthcare medical hubs, and overseas industrial announcement, probably with Verizon.

Add to this the growing NBN volumes and potentially picking up the 300k units of SP/Ausnet which they said they were going after, we're looking good