Serious Business.., page-94

Lol good luck. I can only suggest cleaning those glasses of yours through which you see VOC.

Players are either positioning themselves on bundling (with yes...mobile!) or content like Optus with premier league. If you think Vocus can compete being purely an ISP, you try it! Go on, setup a business, pay the NBN wholesale costs like everyone else and compete. You will go broke!

I repeat Vocus is growing share by offering freebies. That's not profitable nor is it growing business value.
Mate, if I started a telco, paid the NBN costs and offered freebies, I will be growing faster than the market too.

You even eluded to cost pressures in the future.

I'm sick of his flawed argument vocus isn't getting hit because margins aren't shrinking like TPG.

That's like saying supermarket A used to be making big profits while supermarket B is making tiny profits. Oh! Supermarket B is BETTER OFF because it's not shrinking. If that's your logic, well.....nobody can help you.

On shorting, thanks for the tip. I just might at an attractive price.

The only thing you said of sense was NZ. Vocus is better positioned in NZ. That's why I expect a fall of 80% not 100%.