I was disappointed by the presentation. I expected more and was given more of the same.
The 5G roll-out previously mentioned sounds interesting at first. There will be winners and losers. The commercial reality is that NEA generates a lot of revenue from fixed line providers. NEA is very beneficial in reducing costs in labour extensive projects like the NBN.
With 5 G coming, NEA might win a medium size contract and lose a large contract.
I am taking some profit and waiting for the next update.
NEA Price at posting:
69.5¢ Sentiment: Sell Disclosure: Held
