We are all too familiar with the changes to our lifestyle delivered by the pandemic with WFH a new acronym now used regularly in day to day communications. Personally I disliked shopping centres and can’t imagine myself going back in a meaningful way (I’m a big online shopping convert) but I am over takeaway and crave sitting in a restaurant with family and friends and going on a holiday. It seems to me that people are starting to embrace Gladys reopening plans, fingers crossed they go well and this Christmas can be much freer than last year!
A number of youngsters I know have deferred a year of university simply hating the online experience in what should be some fun and formulative years, a conversation with one such lad yesterday made me think more deeply about what’s the next chapter in the COVID tale e.g. in his case he’s deferring full-time university, working full-time plus doing a 1-year Tafe qualification which is designed for people in full / part-time work. This made me think that some on-line education companies might struggle moving forward depending on their market segment.
The point of difference is has the lockdown simply migrated us along an inevitable path at an accelerated rate like on-line shopping or have we seen changes to lifestyle which won’t last, such as a lack of domestic and especially overseas holidays. Aussie Broadband is one company that has benefitted from COVID and should maintain its improved position assuming they can maintain customer loyalty after they’ve successfully captured consumers looking for reliable internet during lockdown.
MM is bullish ABB initially looking for $4
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