RE:RE:RE:RE:RE:RE:RE:RE:RE:LITE ACCESS TECHNOLOGIES REPORTS 2017 Q4 AND YEAR END Yes, this is an all or nothing proposition I think. With the number of subcontractors getting blown to the wayside, the big telecoms being so tight fisted to the point of Going with lowest bidder vs competency, local red tape blah blah blah. Everybody is making huge announcements and not one of them is spending any money yet. But a number of contractors have gone bust, the least of which was Carrilieon. ( although I don’t think much of that had to do with the fibre rollout) Has me worried to some degree to.
The fact is that these fibre pipelines are going to define the revenue generation for the likes of Virgin and BT for the next 20 years. They will get built. If little old LTE can get their foot in the door then I’m pretty sure everything will be a ok. On the other hand, should debt, or excessive cheap options (presently 3.70 I believe) or gross dilution enter the equation then I will in return liquidate my overweight position and take the relatively small loss, (much larger time loss) and move on.