Writing is on the wall, page-2

First 2 Last

Share
Profile

Follow
blutak

792 Posts.

88

08/11/17

12:22

Post #: 28602045
Share

Originally posted by rappper ↑

It's becoming increasing clear to me that it's only a matter of time before NTC takes off and gets over $2 again.

There is so much upside to this company and very little downside......

Upside:
Three big contract wins, one with a tier 1 telco and two with the government's NBN. Two of these have a great chance of being significantly scaled up. The NBN is moving away from FTTN to FTTC and NTC, being the incumbent, are in the box seat again to supply the upgraded DPUs. I think there is also a great chance that AT&T will expand their fixed wireless rollout and use their already contacted suppliers Ericsson and Netcomm. There may even be more government funding with of The Connect America Fund Phase III (CAF-III) (speculation).

Netcomm continues to work with Vodafone to deliver their MachineLink M2M devices around the world. G4 is replacing G3 as refresh cycles occur. Plenty of growth here.

Netcomm's continues to develop European relationships, especially with BT's OpenReach. They are spending money on personnel and showcasing their ability to develop fit for purpose, first to market, products, such as reverse powered g.fast DPUs and fixed wireless.

Their research and development capability has been greatly enhanced both in Australia and Florida, even better positioning Netcomm to win more business. Then have the ability to create 'fit for purpose' products using the latest technology in very competitive time frames.

Netcomm are already a successful company selling products into market booming market.

Downside:
Netcomm cannot contain their expenses. Expenses grew faster than their significant revenue growth. They need to do better and I believe they will, they have to.

------>

The chances of Netcomm picking up other big contacts or scaling up existing ones, I think, are very high and just a matter of time.

I've said this in the past, NTC tends to fall on financial and rise on AGMs. It won't take much for this share to pop.

Just my opinion.

...

Expand

I tend to agree though I have a more positive outlook on their expenses - they were much higher as a result of investing for the future with R&D etc. I would therefore expect a high return on that investment in coming years with a financial payoff to follow.

NTC Price at posting: $1.22 Sentiment: Buy Disclosure: Held
5 Upvote

0 Great analysis

Reply

Top Stories

DRO

History repeats for DroneShield investors but carnage so far subdued

PSC

Prospect's Mumbezhi Project puts it at the middle of copper's megatrend. And FQM just bought in

AII

A new NASDAQ listing for a key player in the global critical minerals space

SYR

Syrah jumps +19% as graphite tariff threat spurs optimism down under

Listen: HotCopper Wire Podcast 018 – Potatoes, TACOs, and the $120M helicopter heist

STN

Saturn brings up seventh straight Apollo Hill upgrade on 'impressive' 300-hole drill run

SER

Strategic Energy extends its QLD copper-gold frontier with Diamantina acquisition

BDM

Burgundy plunges -20% after turning to layoffs to navigate record-low diamond prices

Week 29 Wrap: ASX hits new all time high of 8,766pts ahead of Aug 1

HotCopper Highlights: Trigg; Droneshield; Lumos & more

First 2 Last

Add to My Watchlist

What is My Watchlist?

A personalised tool to help users track selected stocks. Delivering real-time notifications on price updates, announcements, and performance stats on each to help make informed investment decisions.

Writing is on the wall, page-2

Top Stories

History repeats for DroneShield investors but carnage so far subdued

Prospect's Mumbezhi Project puts it at the middle of copper's megatrend. And FQM just bought in

A new NASDAQ listing for a key player in the global critical minerals space

Syrah jumps +19% as graphite tariff threat spurs optimism down under

Listen: HotCopper Wire Podcast 018 – Potatoes, TACOs, and the $120M helicopter heist

Saturn brings up seventh straight Apollo Hill upgrade on 'impressive' 300-hole drill run

Strategic Energy extends its QLD copper-gold frontier with Diamantina acquisition

Burgundy plunges -20% after turning to layoffs to navigate record-low diamond prices

Week 29 Wrap: ASX hits new all time high of 8,766pts ahead of Aug 1

HotCopper Highlights: Trigg; Droneshield; Lumos & more

Featured News