Hey Everyone,
I noticed SLC has been a lot of pressure at the moment. I wonder if it has been lumped into the same basket of telco stocks like TLS, TPM, VOC which have large retail exposure (via NBN) and the problems associated with it.
The business SLC is in is very different, higher margins and much more focused not to mention operating in different markets.
I've put a bid in as I think this price is a decent opportunity for those with a 12-18 month view at least.
Cheers
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