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I forgot about SMW3 when i mentioned it flatening after 1 year....

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  1. bug1
    5,085 Posts.
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    22/08/18
    12:24
    Post #: 35091890
    I forgot about SMW3 when i mentioned it flatening after 1 year.

    SMW3 is currently about 12Tbps of contracted capacity i believe, eventually that will all shift to ASC and Indigo, probably more because some will choose to have redundancy. So earnings from ASC should peak when that traffic moves over, depending on what percentage comes to ASC vs Indigo, but it should be a lot more than 2.5Tbps.
    VOC Price at posting: $2.66 Sentiment: Buy Disclosure: Held
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    lightbulb Created with Sketch.  Great analysis
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