I view telcommunications as an essential service. Superloop owns and operates an extensive Fibre network in the APAC region. Previous write up detail the poor management execution up until this point under the previous CEO - which includes poor acqusitions which I totally agree with. Now that Superloop is getting back to what they know (connectivity) things are heading in the right direction. They were cash flow postive in Q1 (albiet with the help of Job keeper/4 day weeks for employees) and all core areas of the business are improving. 

The HBB segement is growing nicely and has become the default "premium provider" over crowd favourite Aussie Broadband after having some teething issues earlier in the year with Cisco Bugs on their BNG (border network gateway) devices + terrible customer service. SLC has a tiny market share still and their margins (40% blended on entire HBB segment) is far higher than other niche NBN providers (outside of Vocus, Optus, Telstra). This allows them to have a premium product whilst not having razor thin margins to keep their customers happy by saving a large amount of money by having their own backhaul to NBN's POiS. 

Their core business is fibre connectivity. Sales have been moving in the right direction but more work needs to be done here. They have made a huge investment in Hong Kong which doesn't look like it will paying itself off anytime soon (for now), but Singapore and Australia seem to be growing nicely.