I just know that for telcos all over the world, there are only 2 strategies:
1. Bundle with mobile
2. Play the content game
The content approach worked until Netflix, Amazon and content creators (including NBA, NFL, Formula 1, Champions league, even Australian cricketers are observing that it is in fact athletes that have the bargaining power) came long. Look at Rupert Murdoch's empire...he is at least wise to realise the cracks are appearing thick and wide.
If people think Rolls Royce connectivity is what people want, then the MVNO model should not work. The reality is that only a small portion need that (and look at the decline in voice usage worldwide).
So TPM will use the unimaginative but tried and tested approach of bundling, focus on having a lower cost structure than peers, and use that as a competitive advantage.
TPM will be a $20-30 billion dollar company in 5-7 years time. Bevan was being conservative.
TPM Price at posting:
$5.41 Sentiment: Buy Disclosure: Held
