I think 2017 was a bottom for them (probably what hurt ICLD so bad), as 4G work cell tower and cell deployment growth work had died out and turned down as the market got saturated. That is I think why Ponder bought them, bought them cheap at the cycle bottom, knowing that 5G upgrades would last a decade(?) and explode the volume starting this year.
5G deployment should eclipse the 4 G work, as it needs for cells, and locations to work to fuel the internet of things, driverless cars, home appliance connectivity, drone deliveries (Amazon).
Brave new world and SGSI will be in the middle of it.
Only risk is how much debt gets with cash verses new shares, and the market has priced in the debt going to all new shares, lowering the risk here to almost nothing imho.
That is why I am still accumulating
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