In this video I discuss Aussie Broadband (ASX: ABB), a growing challenger in Australia’s retail broadband market with around 15 per cent of the NBN market across its retail and wholesale services.

The company has delivered double-digit organic sales growth alongside acquisitions, while increasing scale may support further growth and operating efficiencies. Earnings are expected to grow over the next two years, supported by a cashflow-generative business and relatively low gearing.

While concerns around competition from Starlink have recently weighed on the share price, I explain why the current valuation may offer an attractive entry point if ABB continues to execute on its growth strategy.

Disclaimer: 

The Montgomery Small Companies Fund owns shares in ABB. This video was prepared 13 August 2026 with the information we have today, and our view may change. It does not constitute formal advice or professional investment advice. If you wish to trade ABB, you should seek financial advice.