I'd add a quick few points:
TLS not allowed to grow (Government meddling)
Vodafone can't grow (lack fiber)
VOC can't grow (debt problems), great fiber could be takeover target!
SGT sandwiched between the hulk (TLS) and the invading hordes (TPM)
NBN suffering death by 1000 cuts OUCH!!!
Longterm TPM is the growth prospect for telco land