Ann: TPG and VHA Merger of Equals Investor Presentation, page-136

I'd back Australia's 3rd integrated telco to beat those forecasts, as TPG regularly do.

I believe 5G revenue will beat estimates with greater IoT takeup and out by outcompeting the NBN.

A strong Labor government will write down the carrying value NBNCo during that period providing further an EBITDA windfall to all resellers.

Also add in the special dividend in too.

I hope it was these discussions that spooked the market recently rather than a leak regarding ACCC decision. Strange though how TLS has been pasted too.