The lastest update from NBNCo says they expect to get $53.64 per customer in 2022 to be marginally cashflow positive (not covering DA), but i do notice that includes $1.2b in capex, which is $11.50 per month per customer.
Excluding there future capex thats $42 per customer per month, and that 2.7b operational expenses looks pretty high.
VOC Price at posting:
$3.04 Sentiment: Buy Disclosure: Held