[AusNOG] NBN CO told to pretty itself up for bankers by 2017

[Alex Samad - Yieldbroker]

Think it's time to kill NBN. Save the money and wait for a favourable government.

Alex

From: AusNOG [mailto:ausnog-bounces at lists.ausnog.net] On Behalf Of Jake Anderson
Sent: Wednesday, 14 May 2014 11:43 AM
To: Nicholas Meredith; staticsafe
Cc: ausnog at lists.ausnog.net
Subject: Re: [AusNOG] NBN CO told to pretty itself up for bankers by 2017

Probably not, I think it means the nbn will basically be sunk.
it'll be 2016 before they could get FTTN really going at speed assuming there are no issues.
That gives them 1 year of volume rollout before they will need to start the process of raising private debt, I don't think they will be getting very good terms particularly given the time-scale before they will need more funding to replace the FTTN network. Particularly if they let TPG roll their FTTB it'll pave the way for telstra and optus to do the same and they are going to have fibre within 1km of pretty much everywhere that matters.


Rolling ftth doesn't seem to be progressing at all well. Verison did it in the USA to the same number of premisis in a shorter time and for less cost so it seems to be physically possible.
If they focused on getting a core network of profitable FTTH in place they could perhaps leverage that asset to raise funds to roll it out further, or possibly just self fund a slower rollout into less profitable areas, but that won't happen if its sold off first.



On 14/05/14 11:27, Nicholas Meredith wrote:
Does this mean there could be hope of a FTTH deployment after all? Not sure what to expect from NBN Co any more.

-ndm

Kind Regards,


Nicholas Meredith
nicholas at udhaonline.net<mailto:nicholas at udhaonline.net>
Ph: 0430 042 913

On Wed, May 14, 2014 at 10:45 AM, staticsafe <me at staticsafe.ca<mailto:me at staticsafe.ca>> wrote:
"NBN CO told to pretty itself up for bankers by 2017"
http://www.theregister.co.uk/2014/05/14/oz_gummint_sets_nbn_eol/

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staticsafe
https://asininetech.com
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