Wow great detailed research.
ive been interested in Superloop for a while & I've been looking at Aussie Broadband also - so this helps!
I might add one more item to search in regards to Superloop - Bevan Slatery is on the shareholders list of (one of Australia's most notible tech entrepreneur turned tech investor)
see his LinkedIn profile here https://www.linkedin.com/in/bevanslattery
Plenty of other stuff on google about him and interviews - AFR often cover him b
This is Not a reason to BUY on its own, but he does tend to have a positive impact in this space, over the long term and his track record of business investments is impressive.
worth a look
Sadly i'm so novice to the investing world that i'm not equipped to detailed financial comparisons of Aussie Broadband and Superloop. Having listened to MF on ABB today, I wonder how much hype lies in this stock. I wonder whether Superloop (SLC) is also an idea?
Company is guiding for $345m - $355m rev FY 21. Has a market cap of approx. $520m currently. In FY20 ABB did $190m revenue. So they currently have a massive growth rate on a very reasonable multiple.
Comparing this to Telstra, the main telco who have year on year declining revenue of $23b with a MC of $41b.
If the multiples even out to match Telstra the share price would be approx. $5.60 after full year at lower end of guidance (assuming they hit guidance). Not factoring in any growth...