Not sure if Vocus is the right comparison, as Vocus is in the business of selling dark fibre, owning local netweorks and data centres. I think Bulletproof is more about getting end users (retailers and other companies) improving their business capacilities through cloud migration, rather than owning the physical cables and data centres.
Still a great sector to be in, and as far as I know, the only listed ASX company to be in this space.
Have I missed the boat on this one, or will it continue to go much higher?
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- in the right industry reminds me of dot com
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