RE:The original Lte “ Fat Pitch “All relevant and depending on how you view this it was either wildly succefull or dead money for the last year. Admittedly they took a bit of a holiday over the last year. Mostly by putting all their eggs in the UK, SA slowing product sales, and the Haida G'wai 2nd stage taking its sweet time. BUT, now they are in the U.K., actually working and have over 30 000 houses to connect. They are the only company allowed to put in 200 m a day per crew.
It took them over a year to get recognized, and actually start functioning in the U.K. Makes for a good moat when considering the amount of work available and the fear of competition.
Still long. And it's trading at the same value it was prior to recent announcement. Understandably the market wants to see results of execution to the bottom line. Me?... I see this as a good bottom opportunity. Again lol!