Pinned straw:
New (short 6 minute, post results) Livewire interview with Aussie Broadband's Phillip Britt on the telco's plans to take on the incumbents just posted to youtube
https://www.youtube.com/watch?v=Iy7tTipktiw
It's not the best industry to operate in, but yes, this is the kind of management team you want to back. And as a customer, I can vouch for the fact that their reputation for service is well deserved and is the real deal!
@Rocket6 good summary and I agree, it was a very positive uptade. My summary is everythng is under control and we are placed for the next few years. Plenty of upside potential in the Enterprise market as this is starting from a low base so any tender wins here will really move the growth dial. Guidance of 10-20% increase at the EBITDA level provides plenty of space for SP appreciation from here as well.
This is one of those companies that you just let management get on with it and try not to second guess them too much as they really do have it covered and are steadily executing to their plan.