Ann: NTC to supply nbn with Gfast High port count DPUs, page-19

@Rapper, we never discussed this after. It will be nice for NTC to confirm if this order was in their 20% growth expectation for FY19, if not, we are looking at $20m additional revenue, which may result in $20m to $25m EBIDTA after 5G expenses. We know that this order was received after financial reports released.

It’s about time to know:

1) why they want to keep $27 in cash when future growth can be funded from profits.

2) why not pay special dividend or buy back 25% of the shares to add shareholder value in future.

3) If there was a failed TO ie there was an offer that management / board didn’t accept. What was the price? if any.

4) Revenue expectations from 5G, what is a size of the market? What is the market share expected?

With $27m in hand, let’s acquire good business, let’s diversify or add a revenue stream that is ongoing to give us a repeated revenue, let’s buy a telco company, add unmatched offering, sexy it up and make ongoing repeated profits.